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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 %
AWM
251
Avitas Wealth Management
California
$4.11M -$5.15K -68 -0.1%
LPT
252
Legacy Private Trust
Wisconsin
$4.09M +$246K +3,246 +6%
DWM
253
Denver Wealth Management
Colorado
$4.05M +$100K +1,322 +3%
AP
254
Appleton Partners
Massachusetts
$4.02M -$102K -1,353 -2%
HHRDM
255
H&H Retirement Design & Management
Nevada
$4.02M -$141K -1,753 -3%
SCI
256
Stableford Capital II
Arizona
$4M -$41.5K -548 -1%
HI
257
Harbour Investments
Wisconsin
$4M +$964K +12,739 +32%
FAIM
258
Financial Advocates Investment Management
Washington
$3.99M +$2.49M +32,911 +166%
VU
259
Valence8 US
Massachusetts
$3.95M +$23.2K +307 +0.6%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$3.95M +$1.62M +21,343 +69%
EC
261
Estate Counselors
Wisconsin
$3.95M -$6.77M -89,488 -63%
WS
262
Wedbush Securities
California
$3.93M +$483K +6,381 +14%
AMI
263
Amica Mutual Insurance
Rhode Island
$3.93M
RC
264
Roundview Capital
New Jersey
$3.93M +$46.3K +612 +1%
PAS
265
Park Avenue Securities
New York
$3.92M +$523K +6,907 +15%
EWA
266
Exencial Wealth Advisors
Oklahoma
$3.9M -$149K -1,965 -4%
WIM
267
Waycross Investment Management
Washington
$3.86M +$95.7K +1,264 +3%
HWA
268
HCR Wealth Advisors
California
$3.82M +$26.3K +347 +0.7%
AQR Capital Management
269
AQR Capital Management
Connecticut
$3.78M -$2.26M -29,832 -37%
BFG
270
Berger Financial Group
Minnesota
$3.78M -$126K -1,670 -3%
EIP
271
Ellis Investment Partners
Pennsylvania
$3.77M +$447K +5,907 +13%
PWA
272
Primoris Wealth Advisors
Florida
$3.76M -$1.5M -19,817 -29%
ST
273
Sabal Trust
Florida
$3.76M -$76.8K -1,014 -2%
MFG
274
MidWestOne Financial Group
Iowa
$3.74M +$143K +1,895 +4%
EWA
275
EP Wealth Advisors
California
$3.73M -$28.2K -372 -0.7%