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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
18.56%
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
MWM
1301
MGB Wealth Management
Texas
$98.4K +$177 +4 +0.2%
SAM
1302
Sherman Asset Management
California
$97.9K +$70.4K +1,590 +226%
TAM
1303
Townsend Asset Management
North Carolina
$94.3K -$44.8K -1,011 -31%
EW
1304
Elyxium Wealth
California
$94.2K +$97.7K +2,207 New
YDMI
1305
Y.D. More Investments
Israel
$94.1K
AFC
1306
Ares Financial Consulting
California
$93.3K +$96.8K +2,185 New
FGA
1307
Fortis Group Advisors
New Jersey
$92.5K +$44 +1 +0%
SWM
1308
SHP Wealth Management
Massachusetts
$92.5K +$95.9K +2,165 New
EWM
1309
Evermay Wealth Management
Virginia
$91.4K -$7.97K -180 -8%
CTB
1310
Country Trust Bank
Illinois
$88.8K -$3.54K -80 -4%
RFG
1311
REAP Financial Group
Texas
$86K +$89.2K +2,015 New
BIM
1312
Brentview Investment Management
Illinois
$85.4K
MAM
1313
Morse Asset Management
Connecticut
$85.4K +$88.6K +2,000 New
CSB
1314
City State Bank
Iowa
$85K
ISWM
1315
Intesa Sanpaolo Wealth Management
$84.8K +$88K +1,987 New
PWA
1316
Physician Wealth Advisors
Utah
$82.4K +$44 +1 +0.1%
SHIM
1317
Stone House Investment Management
Pennsylvania
$82.2K
SNB
1318
Security National Bank
Nebraska
$80.6K
RF
1319
Rossby Financial
Florida
$80.5K +$19.6K +442 +31%
AIA
1320
Armor Investment Advisors
North Carolina
$79.8K
TCM
1321
Triumph Capital Management
Colorado
$78.9K +$81.8K +1,848 New
SEP
1322
Signature Equity Partners
Ohio
$78.3K +$81.3K +1,835 New
EWM
1323
EPG Wealth Management
Georgia
$78.3K +$24K +541 +42%
T
1324
Transce3nd
Texas
$77.7K -$266 -6 -0.3%
BFO
1325
Biltmore Family Office
North Carolina
$77.1K +$15.3K +346 +24%