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Utilities Select Sector SPDR Fund

834 hedge funds and large institutions have $7.58B invested in Utilities Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 274 increasing their positions, 304 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-16
Holders Change %
-1.88%
% of All Funds
18.42%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.08%
New
120
Increased
274
Reduced
304
Closed
124
Calls
$1.2B
Puts
$1.04B
Net Calls
+$166M
Net Calls Change
+$982M
Name Holding Trade Value Shares
Change
Shares
Change %
CMO
351
Covenant Multifamily Offices
Texas
$939K -$918K -16,559 -49%
KWM
352
Kingsview Wealth Management
Oregon
$927K -$6.73M -121,478 -88%
PFS
353
Prospera Financial Services
Texas
$916K -$1.96M -35,408 -68%
IP
354
Intellectus Partners
California
$909K +$5.54K +100 +0.6%
EVM
355
Eaton Vance Management
Massachusetts
$904K
PWG
356
Private Wealth Group
Florida
$902K +$268K +4,840 +42%
MIC
357
Meridian Investment Counsel
California
$894K
Prudential Financial
358
Prudential Financial
New Jersey
$884K +$884K +15,965 New
CCM
359
Cribstone Capital Management
Maine
$878K +$155K +2,795 +21%
VFA
360
Voya Financial Advisors
Connecticut
$877K -$38.6K -669 -4%
BOS
361
Bingham Osborn & Scarborough
California
$872K
AIP
362
ARS Investment Partners
New York
$866K +$39.9K +719 +5%
HNB
363
Huntington National Bank
Ohio
$857K -$59.7K -1,077 -7%
NR
364
Newfound Research
Massachusetts
$855K -$2.27M -40,973 -73%
Fidelity International
365
Fidelity International
Bermuda
$854K -$874K -15,772 -51%
SIC
366
Samalin Investment Counsel
New York
$852K -$74K -1,336 -8%
AW
367
ACG Wealth
Georgia
$849K +$89.5K +1,616 +12%
BCM
368
Boltwood Capital Management
California
$841K +$28.5K +515 +4%
EH
369
Equitable Holdings
New York
$837K +$176K +3,181 +27%
ACS
370
Archford Capital Strategies
Illinois
$836K -$14.7K -266 -2%
PFP
371
Pinnacle Financial Partners
Tennessee
$833K -$170K -3,074 -17%
DBIA
372
Dumont & Blake Investment Advisors
New Jersey
$831K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$829K
TCA
374
Transcend Capital Advisors
New Jersey
$824K +$118K +2,133 +17%
VFA
375
Valeo Financial Advisors
Indiana
$824K +$675K +11,128 +455%