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Utilities Select Sector SPDR Fund

1,374 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 559 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+32
Holders Change %
+2.38%
% of All Funds
18.42%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
559
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
776
TrueWealth Advisors
Alabama
$572K +$133K +1,633 +30%
BFA
777
Brendel Financial Advisors
New Hampshire
$571K -$417K -5,106 -42%
OC
778
Oakworth Capital
Alabama
$571K
MWM
779
Maridea Wealth Management
New York
$565K -$14.9K -183 -3%
RIA
780
Realta Investment Advisors
Delaware
$563K +$310K +3,802 +123%
VWM
781
VCI Wealth Management
Missouri
$558K +$50.1K +613 +10%
PSIWM
782
Paradigm Strategies in Wealth Management
Minnesota
$557K +$408 +5 +0.1%
VFG
783
V2 Financial group
Illinois
$557K +$16.3K +200 +3%
GWP
784
Gateway Wealth Partners
Wisconsin
$556K +$556K +6,810 New
B
785
Bailard
California
$546K +$546K +6,684 New
FSA
786
Fort Sheridan Advisors
Illinois
$545K +$82 +1 +0%
WCA
787
Westover Capital Advisors
Delaware
$539K
KWM
788
Keebeck Wealth Management
Illinois
$537K +$26.9K +329 +5%
PIWA
789
Prevail Innovative Wealth Advisors
Kansas
$537K +$537K +6,573 New
CFO
790
Colony Family Offices
North Carolina
$535K
MCM
791
Maple Capital Management
Vermont
$531K -$88.2K -1,080 -14%
GAG
792
GM Advisory Group
New York
$526K +$526K +6,437 New
RFN
793
Redwood Financial Network
Ohio
$522K +$70.7K +866 +16%
PSFG
794
Park Square Financial Group
Georgia
$520K +$22.8K +279 +5%
SFC
795
Summit Financial Consulting
Michigan
$516K -$114K -1,397 -18%
CIC
796
Cutler Investment Counsel
Oregon
$516K
CS
797
Capital Square
Tennessee
$515K -$40K -485 -7%
RIG
798
RiverFront Investment Group
Virginia
$513K +$205K +2,506 +66%
CTWM
799
Cherry Tree Wealth Management
Minnesota
$512K -$29.8K -365 -6%
PCA
800
Prosperity Capital Advisors
Ohio
$511K +$154K +1,884 +43%