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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 %
TW
401
TrinityPoint Wealth
Connecticut
$728K +$121K +2,190 +20%
VA
402
Valmark Advisers
Ohio
$727K -$86.2K -1,555 -11%
TSWM
403
Triangle Securities Wealth Management
North Carolina
$723K -$15.5K -280 -2%
SCM
404
Symons Capital Management
Pennsylvania
$714K -$151K -2,717 -17%
TCM
405
Telos Capital Management
California
$708K -$1.83K -33 -0.3%
SFPG
406
Stonebridge Financial Planning Group
Florida
$692K +$9.29K +160 +1%
MHS
407
M Holdings Securities
Oregon
$685K +$685K +12,366 New
EWM
408
Endurance Wealth Management
Rhode Island
$683K -$56.1K -1,013 -8%
EDRH
409
Edmond de Rothschild Holding
Switzerland
$682K
AF
410
Allworth Financial
California
$679K -$761K -13,749 -53%
SCM
411
Southport Capital Management
Tennessee
$678K -$122K -2,204 -15%
KA
412
Kovack Advisors
Florida
$676K +$116K +2,101 +21%
BAM
413
Belpointe Asset Management
Nevada
$673K -$331K -5,967 -33%
CFS
414
CRA Financial Services
New Jersey
$669K
LNC
415
Lincoln National Corp
Pennsylvania
$669K +$83.7K +1,511 +14%
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$669K +$129K +2,051 +24%
ODCM
417
Old Dominion Capital Management
Virginia
$665K
WEPOG
418
Wealth Enhancement & Preservation of GA
Georgia
$661K +$661K +12,534 New
MC
419
Matisse Capital
Oregon
$657K +$657K +11,853 New
SPFA
420
Summit Place Financial Advisors
New Jersey
$652K +$652K +11,775 New
MFW
421
Meristem Family Wealth
Minnesota
$643K
HR
422
Hayden Royal
North Carolina
$641K -$73.2K -1,321 -10%
LFAS
423
Level Four Advisory Services
Texas
$638K +$81K +1,459 +15%
HCP
424
Holt Capital Partners
Texas
$636K
Marshall Wace
425
Marshall Wace
United Kingdom
$631K -$31.8M -573,607 -98%