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Utilities Select Sector SPDR Fund

1,293 hedge funds and large institutions have $13.6B invested in Utilities Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 505 increasing their positions, 398 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.7%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.71%
New
202
Increased
505
Reduced
398
Closed
83
Calls
$1.1B
Puts
$3.47B
Net Calls
-$2.37B
Net Calls Change
-$1.86B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
376
Axxcess Wealth Management
California
$2.78M +$287K +3,550 +11%
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$2.77M -$19.3K -239 -0.7%
PCMF
378
Private Capital Management (Florida)
Florida
$2.76M -$712K -8,818 -20%
TC
379
TAP Consulting
Missouri
$2.76M -$116K -1,434 -4%
TPWA
380
TRUE Private Wealth Advisors
Oregon
$2.75M -$887K -10,978 -24%
AAIM
381
American Assets Investment Management
California
$2.75M
PI
382
PFG Investments
New York
$2.74M +$163K +2,024 +6%
SB
383
Simmons Bank
Arkansas
$2.73M +$13.8K +171 +0.5%
CWM
384
Cordatus Wealth Management
Pennsylvania
$2.71M +$39.7K +491 +1%
HNB
385
Huntington National Bank
Ohio
$2.69M -$64.1K -793 -2%
WFA
386
West Financial Advisors
Iowa
$2.68M +$2.68M +33,174 New
PFP
387
Pinnacle Financial Partners
Tennessee
$2.66M -$25.7K -318 -1%
HCMG
388
Howard Capital Management Group
California
$2.63M +$973K +12,048 +59%
OAM
389
Occidental Asset Management
California
$2.63M +$2.63M +32,502 New
DLCIG
390
D.L. Carlson Investment Group
New Hampshire
$2.62M -$728K -9,011 -22%
MS
391
Maven Securities
Jersey
$2.61M +$2.61M +32,325 New
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$2.6M +$2.6M +32,243 New
FHC
393
First Heartland Consultants
Missouri
$2.58M +$2.58M +31,944 New
KHLMTHM
394
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.57M
Focus Partners Wealth
395
Focus Partners Wealth
Massachusetts
$2.53M -$8.64M -106,955 -77%
CI
396
Cavalier Investments
Georgia
$2.51M +$2.51M +31,094 New
PEA
397
Park Edge Advisors
Ohio
$2.51M +$2.51M +31,049 New
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$2.51M -$113K -1,387 -4%
CW
399
Channel Wealth
California
$2.5M +$1.9M +23,489 +317%
WBCM
400
Wilson & Boucher Capital Management
California
$2.49M -$12.3K -152 -0.5%