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Utilities Select Sector SPDR Fund

1,109 hedge funds and large institutions have $8.87B invested in Utilities Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 401 increasing their positions, 429 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-35
Holders Change %
-3.06%
% of All Funds
16.08%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
112
Increased
401
Reduced
429
Closed
130
Calls
$1.17B
Puts
$2.15B
Net Calls
-$986M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
351
Interactive Financial Advisors
Illinois
$1.63M +$1.01M +15,442 +165%
AWM
352
Axxcess Wealth Management
California
$1.62M -$34.9K -532 -2%
PPWP
353
Premier Path Wealth Partners
New Jersey
$1.62M +$280K +4,269 +21%
SWM
354
Sendero Wealth Management
Texas
$1.62M
AI
355
Atom Investors
Texas
$1.61M +$1.61M +24,584 New
FTUS
356
Flow Traders U.S.
New York
$1.61M +$1.61M +24,500 New
GM
357
GeoWealth Management
Illinois
$1.59M -$60.4K -920 -4%
CL
358
Cabana LLC
Arkansas
$1.59M +$742K +11,404 +88%
KDA
359
Kraft Davis & Associates
Missouri
$1.59M +$150K +2,107 +10%
JIC
360
Johnson Investment Counsel
Ohio
$1.58M -$38.5K -586 -2%
SAM
361
Securian Asset Management
Minnesota
$1.58M
AF
362
Alerus Financial
North Dakota
$1.57M +$1.57M +23,844 New
IFPG
363
Intrepid Financial Planning Group
Indiana
$1.56M -$6.96K -106 -0.4%
PWA
364
Primoris Wealth Advisors
Florida
$1.56M +$6.76K +103 +0.4%
LJAC
365
L.J. Altfest & Co
New York
$1.55M +$836K +12,734 +117%
WIC
366
Woodmont Investment Counsel
Tennessee
$1.55M -$10.3K -157 -0.7%
AWP
367
Accretive Wealth Partners
New Jersey
$1.55M +$7.53K +110 +0.5%
HI
368
Harbour Investments
Wisconsin
$1.54M -$241K -3,673 -14%
MCM
369
Manchester Capital Management
Vermont
$1.53M -$113K -1,728 -7%
CA
370
Cornerstone Advisory
Maryland
$1.49M +$1.49M +22,740 New
HSBC Holdings
371
HSBC Holdings
United Kingdom
$1.49M -$6.21M -94,492 -81%
PCOTEOTHU
372
Provident Company of the Employees of the Hebrew University
Israel
$1.49M +$1.49M +22,615 New
OC
373
Oppenheimer & Co
New York
$1.48M +$599K +9,122 +68%
SI
374
Stephens Inc
Arkansas
$1.47M +$634K +9,655 +75%
AWM
375
Avior Wealth Management
Nebraska
$1.47M +$1.43M +21,819 +3,855%