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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
JMFC
301
J.M. Forbes & Co
Massachusetts
$3.28M
AWM
302
Axxcess Wealth Management
California
$3.28M +$702K +17,686 +26%
AWMG
303
ADG Wealth Management Group
Louisiana
$3.27M +$3.43M +86,414 New
CTC
304
Central Trust Company
Missouri
$3.24M -$654K -16,476 -16%
ACM
305
Advisors Capital Management
New Jersey
$3.24M +$3.39M +85,488 New
VA
306
Valmark Advisers
Ohio
$3.21M +$1.02M +25,814 +44%
PCOTEOTHU
307
Provident Company of the Employees of the Hebrew University
Israel
$3.2M +$38.9K +980 +1%
FFN
308
Focus Financial Network
Minnesota
$3.17M +$1.11M +28,024 +50%
MWM
309
MFG Wealth Management
Indiana
$3.13M +$3.28M +82,746 New
BCA
310
Bray Capital Advisors
Florida
$3.13M -$526K -13,258 -14%
SRSA
311
S.R. Schill & Associates
Washington
$3.12M -$262K -6,592 -7%
FPGT
312
Financial Partners Group (Tennessee)
Tennessee
$3.11M +$1.43M +35,922 +78%
FIA
313
FNY Investment Advisers
New York
$3.1M +$3.14M +79,038 +2,642%
Fidelity Investments
314
Fidelity Investments
Massachusetts
$3.07M +$270K +6,812 +9%
CWM
315
CIBC World Markets
New York
$3.02M +$959K +24,174 +43%
ABC
316
Associated Banc-Corp
Wisconsin
$3M +$1.11K +28 +0%
NB
317
NBT Bank
New York
$3M -$66.7K -1,682 -2%
TCWA
318
Turtle Creek Wealth Advisors
Texas
$2.98M -$999K -25,166 -24%
ONB
319
Old National Bancorp
Indiana
$2.97M +$178K +4,480 +6%
DC
320
Davenport & Co
Virginia
$2.95M -$4.06M -102,316 -57%
IP
321
Investment Partners
Ohio
$2.94M
IAN
322
Integrated Advisors Network
Texas
$2.93M +$690K +17,396 +29%
IA
323
Integrity Alliance
Iowa
$2.89M +$3.03M +76,278 New
AFP
324
Ausdal Financial Partners
Iowa
$2.88M +$2.72M +68,446 +898%
PFT
325
Providence First Trust
Arizona
$2.88M +$19.8K +500 +0.7%