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State Street Utilities Select Sector SPDR ETF

1,359 hedge funds and large institutions have $12.8B invested in State Street Utilities Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 477 increasing their positions, 462 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 129

5% more funds holding

Funds holding: 1,3001,359 (+59)

3% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 462

6% less capital invested

Capital invested by funds: $13.6B → $12.8B (-$837M)

12% less funds holding in top 10

Funds holding in top 10: 4943 (-6)

21.84% less ownership

Funds ownership: 158.08%136.24% (-22%)

55% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $2.96B

Holders
1,359
Holders Change
+59
Holders Change %
+4.54%
% of All Funds
17.9%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
213
Increased
477
Reduced
462
Closed
129
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
251
William Blair & Company
Illinois
$4.11M -$143K -3,598 -3%
AWM
252
Avitas Wealth Management
California
$4.11M -$5.4K -136 -0.1%
LPT
253
Legacy Private Trust
Wisconsin
$4.09M +$258K +6,492 +6%
DWM
254
Denver Wealth Management
Colorado
$4.05M +$105K +2,644 +3%
AP
255
Appleton Partners
Massachusetts
$4.02M -$107K -2,706 -2%
HHRDM
256
H&H Retirement Design & Management
Nevada
$4.02M -$139K -3,506 -3%
SCI
257
Stableford Capital II
Arizona
$4M -$43.5K -1,096 -1%
HI
258
Harbour Investments
Wisconsin
$4M +$1.01M +25,478 +32%
FAIM
259
Financial Advocates Investment Management
Washington
$3.99M +$2.61M +65,822 +166%
VU
260
Valence8 US
Massachusetts
$3.95M +$24.4K +614 +0.6%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$3.95M +$1.69M +42,686 +69%
EC
262
Estate Counselors
Wisconsin
$3.95M -$7.1M -178,976 -63%
WS
263
Wedbush Securities
California
$3.93M +$506K +12,762 +14%
AMI
264
Amica Mutual Insurance
Rhode Island
$3.93M
RC
265
Roundview Capital
New Jersey
$3.93M +$48.6K +1,224 +1%
PAS
266
Park Avenue Securities
New York
$3.92M +$548K +13,814 +15%
EWA
267
Exencial Wealth Advisors
Oklahoma
$3.9M -$156K -3,930 -4%
WIM
268
Waycross Investment Management
Washington
$3.86M +$100K +2,528 +3%
HWA
269
HCR Wealth Advisors
California
$3.82M +$27.5K +694 +0.7%
AQR Capital Management
270
AQR Capital Management
Connecticut
$3.78M -$2.37M -59,664 -37%
BFG
271
Berger Financial Group
Minnesota
$3.78M -$133K -3,340 -3%
EIP
272
Ellis Investment Partners
Pennsylvania
$3.77M +$469K +11,814 +13%
PWA
273
Primoris Wealth Advisors
Florida
$3.76M -$1.57M -39,634 -29%
ST
274
Sabal Trust
Florida
$3.76M -$80.5K -2,028 -2%
MFG
275
MidWestOne Financial Group
Iowa
$3.74M +$150K +3,790 +4%