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Utilities Select Sector SPDR Fund

1,342 hedge funds and large institutions have $10.9B invested in Utilities Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 517 increasing their positions, 471 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,342
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
18.23%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.48%
New
143
Increased
517
Reduced
471
Closed
124
Calls
$967M
Puts
$3.01B
Net Calls
-$2.05B
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
801
Axis Wealth Partners
Rhode Island
$470K +$7.57K +96 +2%
TP
802
Tranquility Partners
Tennessee
$468K +$552 +7 +0.1%
AF
803
Apollon Financial
South Carolina
$468K +$143K +1,817 +44%
KWS
804
Keystone Wealth Services
California
$466K -$132K -1,676 -22%
RPCONE
805
Retirement Planning Company of New England
Rhode Island
$464K -$24.4K -310 -5%
VFA
806
Valeo Financial Advisors
Indiana
$463K +$74.6K +946 +19%
UF
807
Univest Financial
Pennsylvania
$463K -$137K -1,733 -23%
BIA
808
Barry Investment Advisors
Massachusetts
$461K +$1.34K +17 +0.3%
TWA
809
Talisman Wealth Advisors
New Jersey
$461K +$55.6K +705 +14%
MTC
810
McDaniel Terry & Co
Texas
$453K -$185K -2,344 -29%
NFC
811
Northstar Financial Companies
Pennsylvania
$451K +$99.3K +1,259 +28%
KLCM
812
KG&L Capital Management
Louisiana
$447K +$25.3K +321 +6%
AIM
813
Advyzon Investment Management
Illinois
$447K +$447K +5,672 New
NC
814
NovaPoint Capital
Georgia
$447K +$158 +2 +0%
NWA
815
Navis Wealth Advisors
New York
$446K +$91K +1,154 +26%
AAA
816
American Alpha Advisors
New York
$446K +$237 +3 +0.1%
Walleye Capital
817
Walleye Capital
New York
$444K -$10.2M -129,509 -96%
FCBT
818
First Citizens Bank & Trust
North Carolina
$442K -$13.8K -175 -3%
TNB
819
Thomasville National Bank
Georgia
$441K
JIR
820
James Investment Research
Ohio
$439K
FIM
821
FWL Investment Management
Texas
$438K +$1.18K +15 +0.3%
RFN
822
Redwood Financial Network
Ohio
$436K +$91.5K +1,160 +27%
TMWM
823
Taylor & Morgan Wealth Management
Michigan
$433K +$3.08K +39 +0.7%
RIP
824
Reliant Investment Partners
North Carolina
$431K -$25.5K -324 -6%
TWA
825
Tandem Wealth Advisors
Arizona
$430K +$48.3K +612 +13%