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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 %
AIM
1176
Anchor Investment Management
South Carolina
$97.3K
ECM
1177
Estabrook Capital Management
New York
$97.3K +$16K +196 +20%
EWM
1178
Evermay Wealth Management
Virginia
$95.5K -$2.04K -25 -2%
CTA
1179
Colonial Trust Advisors
South Carolina
$93.9K +$10.3K +126 +12%
JWA
1180
JFS Wealth Advisors
Pennsylvania
$91.6K +$82 +1 +0.1%
HT
1181
Headlands Technologies
Illinois
$89.6K +$89.6K +1,097 New
CTB
1182
Country Trust Bank
Illinois
$88.3K
WFA
1183
West Financial Advisors
Iowa
$82K -$3.46M -42,325 -98%
SC
1184
SouthState Corp
Florida
$81.7K -$31.4K -385 -28%
MWM
1185
MGB Wealth Management
Texas
$81.7K
BIM
1186
Brentview Investment Management
Illinois
$81.7K
TIM
1187
Tortoise Investment Management
New York
$79.5K +$7.35K +90 +10%
PWA
1188
Physician Wealth Advisors
Utah
$78.8K
SHIM
1189
Stone House Investment Management
Pennsylvania
$78.6K -$153K -1,872 -66%
SNB
1190
Security National Bank
Nebraska
$77.1K
AIA
1191
Armor Investment Advisors
North Carolina
$76.4K
CSB
1192
City State Bank
Iowa
$75.9K -$7.76K -95 -9%
LWA
1193
Lowe Wealth Advisors
Maryland
$74.7K
HIW
1194
Holos Integrated Wealth
Pennsylvania
$74.3K
GBT
1195
Grove Bank & Trust
Florida
$73.5K +$16.3K +200 +29%
AAP
1196
Arax Advisory Partners
Colorado
$72.8K
GTAM
1197
Global Trust Asset Management
Florida
$69.4K +$69.4K +850 New
CCM
1198
Carderock Capital Management
Maryland
$69.4K +$69.4K +850 New
HAP
1199
Harbor Asset Planning
Massachusetts
$68.6K +$68.6K +841 New
NP
1200
NorthRock Partners
Minnesota
$67.2K +$30.5K +374 +83%