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State Street Utilities Select Sector SPDR ETF

1,359 hedge funds and large institutions have $12.8B invested in State Street Utilities Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 477 increasing their positions, 462 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 129

5% more funds holding

Funds holding: 1,3001,359 (+59)

3% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 462

6% less capital invested

Capital invested by funds: $13.6B → $12.8B (-$837M)

12% less funds holding in top 10

Funds holding in top 10: 4943 (-6)

21.84% less ownership

Funds ownership: 158.08%136.24% (-22%)

55% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $2.96B

Holders
1,359
Holders Change
+59
Holders Change %
+4.54%
% of All Funds
17.9%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
213
Increased
477
Reduced
462
Closed
129
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
376
New Wave Wealth Advisors
Arkansas
$2.38M +$50.7K +1,278 +2%
DADC
377
D.A. Davidson & Co
Montana
$2.38M -$1.91M -48,080 -43%
DLCIG
378
D.L. Carlson Investment Group
New Hampshire
$2.35M -$104K -2,630 -4%
RW
379
Rockport Wealth
Ohio
$2.35M -$13.7M -345,020 -85%
ACA
380
Atlas Capital Advisors
Wyoming
$2.34M -$427K -10,754 -15%
ACI
381
Alpha Cubed Investments
California
$2.31M +$1.55M +39,100 +178%
Allianz Asset Management
382
Allianz Asset Management
Germany
$2.31M +$1.75M +44,200 +263%
TSWM
383
Tyler-Stone Wealth Management
Ohio
$2.31M +$640K +16,122 +36%
SWC
384
Spectrum Wealth Counsel
Indiana
$2.3M -$5.56K -140 -0.2%
PCA
385
Pallas Capital Advisors
Massachusetts
$2.29M +$7.14K +180 +0.3%
WBCM
386
Wilson & Boucher Capital Management
California
$2.29M -$41.7K -1,052 -2%
SCA
387
Sage Capital Advisors
South Dakota
$2.25M +$15.3K +386 +0.7%
KWM
388
Kingsview Wealth Management
Oregon
$2.24M -$32M -806,144 -93%
Bank of Nova Scotia
389
Bank of Nova Scotia
Ontario, Canada
$2.2M -$8.16M -205,520 -78%
ZIG
390
Zullo Investment Group
Pennsylvania
$2.2M -$34K -858 -1%
STA
391
Summit Trail Advisors
New York
$2.19M -$8.57M -216,002 -79%
MWM
392
Modera Wealth Management
New Jersey
$2.18M -$52.5K -1,322 -2%
STA
393
Smith Thornton Advisors
Alabama
$2.18M -$1.91K -48 -0.1%
AAS
394
Ameritas Advisory Services
Nebraska
$2.18M +$22.8K +574 +1%
PCMF
395
Private Capital Management (Florida)
Florida
$2.16M -$448K -11,280 -16%
LWANC
396
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.16M +$195K +4,904 +9%
SF
397
Synovus Financial
Georgia
$2.16M -$1.99M -50,248 -47%
EMAM
398
Encompass More Asset Management
California
$2.15M +$1.8M +45,246 +390%
LA
399
LM Advisors
California
$2.14M -$122K -3,076 -5%
BCFS
400
Butensky & Cohen Financial Security
Florida
$2.14M +$13.8K +348 +0.6%