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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 %
OIS
826
Okabena Investment Services
Minnesota
$429K +$2.84K +36 +0.7%
SIG
827
Spinnaker Investment Group
California
$428K +$39.3K +499 +10%
HCMG
828
Howard Capital Management Group
California
$428K -$2.09M -26,451 -83%
CWM
829
ClientFirst Wealth Management
Arkansas
$428K +$39.4K +500 +10%
RAG
830
RIA Advisory Group
Iowa
$425K +$21.7K +275 +5%
LA
831
LexAurum Advisors
Kansas
$425K +$1.42K +18 +0.3%
TA
832
TrueWealth Advisors
Alabama
$423K -$45.7K -579 -10%
ATS
833
Ashton Thomas Securities
New York
$422K -$48.7K -618 -10%
FT
834
Fiduciary Trust
Massachusetts
$421K +$32.7K +415 +8%
OP
835
ORG Partners
Indiana
$421K -$35.3K -446 -8%
EGA
836
E&G Advisors
Texas
$419K
HPBT
837
Hickory Point Bank & Trust
Illinois
$418K -$12.6K -160 -3%
DIP
838
DT Investment Partners
Pennsylvania
$417K +$144K +1,830 +53%
VWA
839
Visionary Wealth Advisors
Illinois
$416K -$170K -2,157 -29%
SC
840
Syon Capital
California
$416K -$287K -3,642 -41%
SA
841
Strategic Advisors
New York
$414K -$36.7K -466 -8%
FIA
842
FPC Investment Advisory
California
$411K -$23.9K -300 -5%
First Manhattan
843
First Manhattan
New York
$407K +$8.2K +104 +2%
ST
844
Spinnaker Trust
Maine
$406K
4A
845
4Wealth Advisors
Illinois
$401K +$29.1K +369 +8%
SIA
846
Soltis Investment Advisors
Utah
$400K -$990K -12,562 -71%
HWAM
847
Hennion & Walsh Asset Management
New Jersey
$399K
WA
848
WESPAC Advisors
California
$399K +$399K +5,062 New
CFP
849
Comprehensive Financial Planning
Pennsylvania
$398K +$312K +3,959 +363%
ACA
850
Aptus Capital Advisors
Alabama
$397K -$55K -697 -12%