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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
PWP
1001
Phillips Wealth Planners
Mississippi
$395K -$11.5K -260 -3%
BCP
1002
Blue Chip Partners
Michigan
$391K +$87.2K +1,969 +27%
PCA
1003
Purkiss Capital Advisors
Connecticut
$390K +$8.24K +186 +2%
CSIC
1004
Clifford Swan Investment Counsel
California
$386K -$68.5K -1,546 -15%
4A
1005
4Wealth Advisors
Illinois
$385K -$34.3K -774 -8%
GWM
1006
GSB Wealth Management
Connecticut
$385K
PT
1007
Plimoth Trust
Massachusetts
$383K -$9.39K -212 -2%
NAS
1008
Nicolet Advisory Services
Wisconsin
$382K +$53.6K +1,210 +16%
GAA
1009
Guardian Asset Advisors
Pennsylvania
$382K +$9.88K +223 +3%
SFS
1010
Security Financial Services
Indiana
$382K +$1.37K +31 +0.3%
BOJHT
1011
Bank of Jackson Hole Trust
Wyoming
$381K +$76.4K +1,725 +24%
APIM
1012
Agate Pass Investment Management
Washington
$380K -$6.82K -154 -2%
PJSIMP
1013
P.J. Schmidt Investment Management (PJS)
Wisconsin
$378K +$70.2K +1,586 +22%
LWM
1014
Lodestone Wealth Management
Washington
$377K +$25.1K +567 +7%
PWM
1015
PMG Wealth Management
Illinois
$376K
SFM
1016
Signet Financial Management
New Jersey
$375K +$2.04K +46 +0.5%
SWM
1017
Steinberganna Wealth Management
New York
$374K +$17.2K +388 +5%
CWM
1018
Connecticut Wealth Management
Connecticut
$374K +$9.7K +219 +3%
RWM
1019
Ritholtz Wealth Management
New York
$373K -$207K -4,673 -35%
BFWA
1020
Benchmark Financial Wealth Advisors
Florida
$372K +$841 +19 +0.2%
E
1021
Entelevest
Florida
$371K +$385K +8,695 New
HGA
1022
Hobbs Group Advisors
South Carolina
$371K -$24.3K -548 -6%
AA
1023
Ancora Advisors
Ohio
$371K
CA
1024
Clearstead Advisors
Ohio
$370K -$12.7K -287 -3%
GWM
1025
GK Wealth Management
Nevada
$370K -$21K -474 -5%