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Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
HHRDM
226
H&H Retirement Design & Management
Nevada
$3.55M +$3.55M +51,015 New
FSC
227
Full Sail Capital
Oklahoma
$3.51M +$55.6K +821 +2%
EH
228
Equitable Holdings
New York
$3.5M -$394K -5,815 -10%
MFG
229
Merit Financial Group
Georgia
$3.44M -$755K -11,149 -18%
TCA
230
Transcend Capital Advisors
New Jersey
$3.44M -$259K -3,831 -7%
PCMF
231
Private Capital Management (Florida)
Florida
$3.38M +$2.67M +39,405 +372%
GWP
232
Gateway Wealth Partners
Wisconsin
$3.36M +$479K +7,077 +17%
AA
233
AlphaMark Advisors
Kentucky
$3.36M -$17.4K -257 -0.5%
AIA
234
Acute Investment Advisory
Arizona
$3.35M +$3.35M +49,490 New
Wellington Management Group
235
Wellington Management Group
Massachusetts
$3.34M -$11.9M -175,819 -78%
EP
236
Eudaimonia Partners
Tennessee
$3.32M +$88.4K +1,306 +3%
HWA
237
HCR Wealth Advisors
California
$3.31M -$42.5K -628 -1%
WS
238
Wedbush Securities
California
$3.31M -$61.1K -903 -2%
HF
239
HRT Financial
New York
$3.3M -$582K -8,599 -15%
Walleye Trading
240
Walleye Trading
New York
$3.29M +$3.29M +48,567 New
FPGK
241
Financial Partners Group (Kansas)
Kansas
$3.25M -$45.4K -670 -1%
WA
242
Win Advisors
Florida
$3.25M +$3.25M +47,967 New
PWP
243
Perfromance Wealth Partners
Illinois
$3.23M -$60.5K -894 -2%
TFA
244
Toth Financial Advisory
Virginia
$3.23M -$72.9K -1,077 -2%
AP
245
Appleton Partners
Massachusetts
$3.18M +$71.5K +1,057 +2%
PFP
246
Paragon Financial Partners
California
$3.15M +$3.79K +56 +0.1%
BCA
247
Bray Capital Advisors
Florida
$3.14M +$96.4K +1,424 +3%
HIP
248
Harrell Investment Partners
Texas
$3.13M -$197K -2,903 -6%
UCFA
249
United Capital Financial Advisors
Texas
$3.13M -$141K -2,089 -4%
VIA
250
Vickerman Investment Advisors
Washington
$3.11M +$28.1K +415 +0.9%