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Utilities Select Sector SPDR Fund

805 hedge funds and large institutions have $8.73B invested in Utilities Select Sector SPDR Fund in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 279 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+6
Holders Change %
+0.75%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
95
Increased
277
Reduced
279
Closed
77
Calls
$1.06B
Puts
$1.25B
Net Calls
-$183M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
376
Samalin Investment Counsel
New York
$918K +$3.8K +64 +0.4%
LCM
377
Lucas Capital Management
New Jersey
$888K +$11.9K +200 +1%
Bank of Montreal
378
Bank of Montreal
Ontario, Canada
$886K -$93.8M -1,513,662 -99%
DBIA
379
Dumont & Blake Investment Advisors
New Jersey
$886K -$4.45K -75 -0.5%
SFG
380
Sowa Financial Group
Rhode Island
$884K +$12.4K +209 +1%
AGM
381
Alpine Global Management
New York
$878K +$878K +14,780 New
LWANC
382
Laurel Wealth Advisors (North Carolina)
North Carolina
$867K -$11.3K -191 -1%
WG
383
Welch Group
Alabama
$864K +$864K +14,543 New
SCA
384
Sage Capital Advisors
South Dakota
$851K -$6.3K -106 -0.7%
SCA
385
Stillwater Capital Advisors
Pennsylvania
$850K +$4.69K +79 +0.6%
SFG
386
SNS Financial Group
Minnesota
$834K -$190K -3,200 -19%
CCM
387
Compton Capital Management
Rhode Island
$831K +$148K +2,500 +22%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$829K
FSA
389
Fort Sheridan Advisors
Illinois
$827K +$404K +6,802 +95%
RSWM
390
Robertson Stephens Wealth Management
California
$826K -$386K -6,501 -32%
SSA
391
Schonfeld Strategic Advisors
New York
$824K +$824K +13,871 New
HTC
392
Haverford Trust Company
Pennsylvania
$819K -$59.4K -1,000 -7%
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
$811K -$1.39M -23,367 -63%
FHA
394
Flagship Harbor Advisors
Massachusetts
$800K -$2.37K -40 -0.3%
TFA
395
Toth Financial Advisory
Virginia
$797K -$15.8K -266 -2%
YIA
396
YHB Investment Advisors
Connecticut
$793K -$17.8K -300 -2%
SCM
397
Southport Capital Management
Tennessee
$781K +$45.7K +769 +6%
CAAS
398
Capital Asset Advisory Services
Michigan
$779K +$183K +3,074 +31%
JPLA
399
Joseph P. Lucia & Associates
New York
$778K -$68K -1,145 -8%
TCM
400
Telos Capital Management
California
$774K -$24.9K -420 -3%