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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 %
CCM
151
Coldstream Capital Management
Washington
$8.4M -$374K -4,579 -4%
CIA
152
Capital Investment Advisors
Georgia
$8.27M -$215K -2,633 -3%
MPM
153
Meritage Portfolio Management
Kansas
$8.23M -$19.2K -235 -0.2%
P
154
&Partners
Tennessee
$8.23M +$1.06M +13,044 +15%
Creative Planning
155
Creative Planning
Kansas
$8.22M +$329K +4,034 +4%
IWM
156
IHT Wealth Management
Illinois
$8.2M +$636K +7,790 +8%
VAS
157
Vestmark Advisory Solutions
Massachusetts
$8.02M +$8.02M +98,240 New
OC
158
Oppenheimer & Co
New York
$8.01M +$4.01M +49,078 +100%
OAM
159
Oppenheimer Asset Management
New York
$7.98M +$7.98M +97,698 New
RSWM
160
Robertson Stephens Wealth Management
California
$7.94M -$1.14K -14 -0%
Charles Schwab
161
Charles Schwab
California
$7.89M -$335K -4,108 -4%
HBWM
162
Hollow Brook Wealth Management
New York
$7.87M +$1.96K +24 +0%
PIN
163
Prudent Investors Network
California
$7.84M -$28.8K -353 -0.4%
AI
164
Atria Investments
North Carolina
$7.8M -$768K -9,407 -9%
ACM
165
Avalon Capital Management
California
$7.69M -$106K -1,292 -1%
SAW
166
Signal Advisors Wealth
Michigan
$7.62M +$5.27M +64,518 +224%
AWS
167
Atria Wealth Solutions
New York
$7.62M -$7.24M -88,574 -49%
FIB
168
First Interstate Bank
Montana
$7.61M -$140K -1,720 -2%
MCB
169
Morton Community Bank
Illinois
$7.58M -$8.41K -103 -0.1%
CF
170
Centaurus Financial
California
$7.57M +$713K +8,737 +10%
FWM
171
Foguth Wealth Management
Michigan
$7.48M +$6.06M +74,171 +427%
CWG
172
Cornerstone Wealth Group
North Carolina
$7.42M -$426K -5,211 -5%
GL
173
Graypoint LLC
New York
$7.38M -$309K -3,786 -4%
ASN
174
Advisory Services Network
Georgia
$7.36M +$1.25M +14,538 +20%
Brown Advisory
175
Brown Advisory
Maryland
$7.34M +$424K +5,187 +6%