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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 %
DCM
976
Donaldson Capital Management
Indiana
$305K -$16.7K -204 -5%
MCM
977
Magnolia Capital Management
New York
$304K
FHC
978
First Heartland Consultants
Missouri
$304K +$304K +3,719 New
FFG
979
Fortem Financial Group
California
$303K -$962K -11,777 -76%
BFG
980
Beacon Financial Group
Texas
$299K +$299K +3,664 New
WIM
981
Westside Investment Management
California
$298K +$194K +2,373 +187%
NFC
982
Northstar Financial Companies
Pennsylvania
$297K -$170K -2,082 -36%
Financial Engines Advisors
983
Financial Engines Advisors
California
$296K +$20.6K +252 +7%
NPAN
984
Northeast Planning Associates NH
New Hampshire
$296K -$60.3K -738 -17%
BP
985
Broadleaf Partners
Ohio
$296K
RFA
986
Resurgent Financial Advisors
Georgia
$295K +$1.14K +14 +0.4%
ACM
987
Advance Capital Management
Michigan
$295K +$9.64K +118 +3%
HOWA
988
Heritage Oak Wealth Advisors
Florida
$295K +$295K +3,607 New
AFA
989
American Financial Advisors
Georgia
$293K -$12.1K -148 -4%
KTC
990
Kentucky Trust Company
Kentucky
$292K -$6.13K -75 -2%
GT
991
Greenleaf Trust
Michigan
$291K
YIA
992
YHB Investment Advisors
Connecticut
$291K +$816 +10 +0.3%
AA
993
Acorns Advisers
California
$291K +$63.2K +773 +28%
HIP
994
HUB Investment Partners
Texas
$291K +$82 +1 +0%
GGI
995
Godsey & Gibb Inc
Virginia
$291K
SWA
996
Sightline Wealth Advisors
Connecticut
$290K -$19.1K -234 -6%
BTI
997
Blue Trust Inc
Georgia
$290K +$132K +1,619 +84%
IWM
998
Iams Wealth Management
Nebraska
$288K -$8.82K -108 -3%
BFA
999
Beaumont Financial Advisors
Massachusetts
$287K -$66.6K -816 -19%
IPWA
1000
International Private Wealth Advisors
California
$285K +$285K +3,495 New