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State Street Utilities Select Sector SPDR ETF

1,525 hedge funds and large institutions have $13.5B invested in State Street Utilities Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 624 increasing their positions, 458 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 103

36% more repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 458

22% more funds holding in top 10

Funds holding in top 10: 3239 (+7)

7% more funds holding

Funds holding: 1,4261,525 (+99)

3% more capital invested

Capital invested by funds: $13.1B → $13.5B (+$401M)

60.52% less ownership

Funds ownership: 122.82%62.3% (-61%)

65% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $3.56B

Holders
1,525
Holders Change
+99
Holders Change %
+6.94%
% of All Funds
18.55%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.47%
New
231
Increased
624
Reduced
458
Closed
103
Calls
$1.24B
Puts
$3.56B
Net Calls
-$2.32B
Net Calls Change
-$440M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
901
Cherry Tree Wealth Management
Minnesota
$535K
KWM
902
Keebeck Wealth Management
Illinois
$533K
PD
903
Planning Directions
Pennsylvania
$532K +$38.5K +870 +8%
LOWM
904
Laurel Oak Wealth Management
New Jersey
$529K +$549K +12,400 New
CCAM
905
Cascades Capital Asset Management
North Carolina
$525K +$215K +4,850 +65%
JC
906
JM2 Capital
Oklahoma
$524K +$543K +12,271 New
VAG
907
VisionPoint Advisory Group
Texas
$523K +$202K +4,552 +59%
CIC
908
Cutler Investment Counsel
Oregon
$522K
CCA
909
Childress Capital Advisors
Texas
$520K +$539K +12,174 New
SA
910
Sovran Advisors
California
$517K -$236K -5,326 -31%
SWP
911
Summit Wealth Partners
Florida
$516K +$35.9K +810 +7%
CPL
912
CAP Partners LLC
Tennessee
$516K +$5.98K +135 +1%
JCM
913
J2 Capital Management
Michigan
$513K -$1.2K -27 -0.2%
LCWP
914
Legacy Capital Wealth Partners
Arkansas
$511K +$63.5K +1,434 +14%
AA
915
Acorns Advisers
California
$509K +$117K +2,641 +28%
SA
916
Strategic Advisors
New York
$508K +$63.9K +1,442 +14%
AWP
917
Axis Wealth Partners
Rhode Island
$508K +$221 +5 +0%
VA
918
Vident Advisory
Georgia
$505K +$15.9K +359 +3%
ATC
919
Argent Trust Co
Tennessee
$505K -$26.6K -600 -5%
DIA
920
Dana Investment Advisors
Wisconsin
$503K +$33.1K +748 +7%
MBWA
921
Marin Bay Wealth Advisors
California
$502K +$521K +11,755 New
OIS
922
Okabena Investment Services
Minnesota
$497K +$10.3K +233 +2%
SCM
923
Spreng Capital Management
Ohio
$497K +$3.99K +90 +0.8%
NWA
924
Navis Wealth Advisors
New York
$493K
LHWM
925
Lake Hills Wealth Management
Texas
$488K +$506K +11,435 New