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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 %
KW
1051
KWB Wealth
California
$258K -$140K -1,781 -35%
HWP
1052
Highline Wealth Partners
California
$258K
NAS
1053
NWF Advisory Services
California
$257K +$16.9K +207 +7%
LP
1054
LGL Partners
Pennsylvania
$257K +$1.73K +20 +0.7%
FPAS
1055
Focus Partners Advisor Solutions
Missouri
$256K -$14.5K -178 -5%
SA
1056
Strategic Advocates
Utah
$256K +$256K +3,129 New
FA
1057
Fountainhead AM
New Jersey
$255K -$2.37K -29 -0.9%
BSA
1058
Braun Stacey Associates
New York
$255K -$4.9K -60 -2%
CP
1059
Castleview Partners
Texas
$255K +$255K +3,122 New
BFWA
1060
Benchmark Financial Wealth Advisors
Florida
$254K
GI
1061
GAMMA Investing
California
$253K +$142K +1,735 +128%
SAF
1062
Smith Anglin Financial
Texas
$252K -$55.8K -683 -18%
FWCM
1063
Ferguson Wellman Capital Management
Oregon
$252K +$252K +3,090 New
HA
1064
Helium Advisors
Washington
$252K +$2.04K +25 +0.8%
SGK
1065
Steigerwald Gordon & Koch
Virginia
$250K
BCP
1066
Blue Chip Partners
Michigan
$250K -$43.8K -537 -15%
CPA
1067
Cardiff Park Advisors
California
$250K
DIA
1068
Dana Investment Advisors
Wisconsin
$250K +$11.2K +137 +5%
KDA
1069
Kraft Davis & Associates
Missouri
$250K -$106K -1,270 -30%
SCM
1070
Sollinda Capital Management
Florida
$249K +$249K +3,055 New
GCA
1071
Gradient Capital Advisors
California
$249K
DWM
1072
Diversify Wealth Management
Utah
$248K +$248K +2,870 New
SW
1073
SkyOak Wealth
Michigan
$247K
GFG
1074
Grantvest Financial Group
New Jersey
$246K -$6.62K -81 -3%
FNFDCM
1075
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K