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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 %
TF
126
Trek Financial
Arizona
$10.8M -$2.8M -34,245 -21%
NA
127
NewEdge Advisors
Louisiana
$10.7M +$1.71M +20,939 +19%
KIA
128
KCM Investment Advisors
California
$10.6M +$244K +2,992 +2%
MCM
129
MAI Capital Management
Ohio
$10.5M -$424K -5,192 -4%
TTWM
130
TCV Trust & Wealth Management
Virginia
$10.1M +$41.6K +509 +0.4%
Squarepoint
131
Squarepoint
New York
$9.99M +$9.99M +122,367 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$9.85M +$1.15M +14,050 +13%
SGI
133
Swan Global Investments
Colorado
$9.69M -$866K -10,608 -8%
RFM
134
Royal Fund Management
Florida
$9.65M +$9.65M +118,156 New
TC
135
Trilogy Capital
California
$9.56M +$5.15M +63,038 +117%
CC
136
Courier Capital
New York
$9.47M +$1.85M +22,626 +24%
BFIC
137
Bedell Frazier Investment Counselling
California
$9.45M -$161K -1,977 -2%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$9.4M +$221K +2,702 +2%
M
139
MATAURO
New York
$9.38M -$5.27M -64,578 -36%
1832 Asset Management
140
1832 Asset Management
Ontario, Canada
$9.37M +$407K +4,990 +5%
DRS
141
Deane Retirement Strategies
Louisiana
$9.25M +$150K +1,834 +2%
MWAM
142
Manhattan West Asset Management
California
$9.23M +$7.41M +90,756 +407%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$9.06M +$318K +3,895 +4%
DWM
144
Dakota Wealth Management
Florida
$9.01M -$390K -4,770 -4%
KL
145
KWMG LLC
Kansas
$8.89M +$88.5K +1,084 +1%
TFCP
146
Twin Focus Capital Partners
Massachusetts
$8.82M -$20.4K -250 -0.2%
SSA
147
Schonfeld Strategic Advisors
New York
$8.81M +$7.48M +91,634 +562%
AAG
148
Armstrong Advisory Group
Massachusetts
$8.65M +$225K +2,761 +3%
PCIA
149
Prime Capital Investment Advisors
Kansas
$8.61M -$4.02M -49,175 -32%
MWM
150
Modern Wealth Management
Kansas
$8.6M +$1.44M +17,693 +20%