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Utilities Select Sector SPDR Fund

457 hedge funds and large institutions have $5.65B invested in Utilities Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 165 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
12.19%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.77%
New
71
Increased
149
Reduced
165
Closed
67
Calls
$510M
Puts
$866M
Net Calls
-$355M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
326
Convergent Wealth Advisors
Maryland
$289K +$289K +6,504 New
CFC
327
Coyle Financial Counsel
Illinois
$283K -$23.2K -523 -8%
WA
328
Winfield Associates
Ohio
$273K +$22.2K +500 +9%
CCM
329
Compton Capital Management
Rhode Island
$269K -$31.1K -700 -10%
TMC
330
Trellus Management Company
Florida
$267K +$267K +6,000 New
ASN
331
Advisory Services Network
Georgia
$266K +$225K +4,974 +548%
SAM
332
Sequent Asset Management
Texas
$262K -$47.6K -1,070 -15%
PTC
333
Private Trust Company
Ohio
$262K +$262K +5,910 New
JIC
334
Johnson Investment Counsel
Ohio
$259K -$36.4K -821 -12%
BKBG
335
BHF Kleinwort Benson Group
Belgium
$258K +$129K +2,900 +100%
SSWM
336
Smith Salley Wealth Management
North Carolina
$257K -$4.04K -91 -2%
GWA
337
Genesis Wealth Advisors
Massachusetts
$256K -$57.6K -1,296 -18%
OCM
338
Orleans Capital Management
Louisiana
$251K +$4.44K +100 +2%
CCT
339
Country Club Trust
Missouri
$246K
IWM
340
Integrated Wealth Management
California
$241K +$241K +5,431 New
RJT
341
Raymond James Trust
Florida
$240K -$90.3K -2,030 -27%
PA
342
Pinnacle Associates
New York
$239K -$76.7K -1,726 -24%
WA
343
WealthTrust Axiom
Pennsylvania
$239K +$89 +2 +0%
FIG
344
Fusion Investment Group
Pennsylvania
$238K
PIA
345
Peachtree Investment Advisors
Georgia
$233K -$26.4K -594 -10%
EA
346
Elm Advisors
California
$229K
CL
347
CIM LLC
New York
$229K +$15.8K +355 +7%
SSWM
348
Sheets Smith Wealth Management
North Carolina
$227K -$17.8K -400 -7%
AIM
349
Acropolis Investment Management
Missouri
$225K -$159K -3,580 -41%
BOK
350
Bank of Kentucky
Kentucky
$223K -$23.4K -527 -9%