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Utilities Select Sector SPDR Fund

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Shares
Change %
FF
226
Fluent Financial
Texas
$4.75M +$4.75M +62,812 New
SWIG
227
Strategic Wealth Investment Group
Kentucky
$4.75M -$1.04M -13,731 -18%
MC
228
Martin & Co
Tennessee
$4.72M -$191K -2,525 -4%
RA
229
RFG Advisory
Alabama
$4.67M -$1.36M -18,001 -23%
GIA
230
Gladstone Institutional Advisory
Florida
$4.65M -$1.19M -15,731 -20%
KHLMTHM
231
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.64M +$2.24M +29,558 +93%
MOS
232
MGO One Seven
Ohio
$4.62M -$174K -2,304 -4%
TF
233
Theory Financial
Colorado
$4.61M +$98.1K +1,296 +2%
CC
234
Courier Capital
New York
$4.52M -$142K -1,880 -3%
GWSG
235
GPS Wealth Strategies Group
Colorado
$4.46M +$133K +1,752 +3%
AllianceBernstein
236
AllianceBernstein
Tennessee
$4.39M +$4.39M +58,046 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$4.38M +$2.48M +32,787 +131%
AAS
238
Avantax Advisory Services
Texas
$4.35M -$222K -2,936 -5%
KCFA
239
Key Client Fiduciary Advisors
New Jersey
$4.33M -$60.1K -794 -1%
AWA
240
AmeriServ Wealth Advisors
Pennsylvania
$4.32M +$4.32M +57,100 New
CF
241
Centaurus Financial
California
$4.32M -$98.5K -1,302 -2%
MIM
242
Morningstar Investment Management
Illinois
$4.23M +$719K +9,506 +20%
IA
243
IMZ Advisory
Florida
$4.16M +$874K +11,546 +27%
FWM
244
Foguth Wealth Management
Michigan
$4.15M +$2M +25,160 +93%
CCA
245
Cadent Capital Advisors
Oklahoma
$4.13M +$113K +1,491 +3%
CC
246
Centiva Capital
New York
$4.13M +$4.13M +54,500 New
MWPCG
247
Measured Wealth Private Client Group
New Hampshire
$4.12M +$434K +5,730 +12%
LJAC
248
L.J. Altfest & Co
New York
$4.12M +$3.6M +47,556 +688%
OFW
249
Omnia Family Wealth
Florida
$4.12M -$314K -4,154 -7%
William Blair & Company
250
William Blair & Company
Illinois
$4.11M -$136K -1,799 -3%