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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 %
MM
101
Main Management
California
$14M
AssetMark Inc
102
AssetMark Inc
California
$14M +$6.59M +80,731 +89%
CF
103
Clarity Financial
Texas
$14M +$853K +10,447 +6%
SG Americas Securities
104
SG Americas Securities
New York
$13.9M -$4.75M -58,173 -25%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$13.8M +$1.01M +12,316 +8%
PP
106
Passaic Partners
New Jersey
$13.6M -$1.57M -19,181 -10%
WAOI
107
Wealth Advisors of Iowa
Iowa
$13.5M +$131K +1,607 +1%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$13.4M -$10.7M -131,274 -44%
WHG
109
Westwood Holdings Group
Texas
$13.4M -$228K -2,791 -2%
FTS
110
Fifth Third Securities
Ohio
$13.2M -$1.06M -12,967 -7%
GAB
111
German American Bancorp
Indiana
$12.8M -$53.8K -659 -0.4%
HF
112
HRT Financial
New York
$12.7M +$12.7M +155,993 New
BHCM
113
Brevan Howard Capital Management
Jersey
$12.7M +$12.7M +156,625 New
Jones Financial Companies
114
Jones Financial Companies
Missouri
$12.6M +$2.32M +28,556 +23%
BWM
115
Biltmore Wealth Management
Arizona
$12.6M -$15.3K -187 -0.1%
FSC
116
Full Sail Capital
Oklahoma
$12.5M +$492K +6,024 +4%
PA
117
PFG Advisors
Arizona
$12M +$307K +3,761 +3%
SPIA
118
Steward Partners Investment Advisory
New York
$12M -$4.39M -53,785 -27%
RCP
119
Rothschild Capital Partners
New York
$11.8M +$587K +7,190 +5%
FC
120
Forte Capital
New York
$11.7M +$1.88M +23,036 +19%
IA
121
Integrity Alliance
Iowa
$11.5M -$2.12M -25,947 -16%
SPC
122
Spirepoint Private Client
Florida
$11.5M +$251K +3,074 +2%
Cerity Partners
123
Cerity Partners
New York
$11.3M +$2.09M +25,570 +23%
JWCA
124
J.W. Cole Advisors
Florida
$11.1M +$6.24M +76,470 +130%
BCI
125
Brinker Capital Investments
Pennsylvania
$11M +$129K +1,575 +1%