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Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
401
Sowa Financial Group
Rhode Island
$1.36M -$178K -2,630 -12%
LBC
402
Lawrence B. Cohen
$1.36M +$133K +1,970 +11%
CAC
403
Certified Advisory Corp
Florida
$1.36M +$22.3K +329 +2%
PWM
404
Perigon Wealth Management
California
$1.36M -$54.6K -807 -4%
NFP
405
Narus Financial Partners
Utah
$1.36M +$18.8K +277 +1%
CM
406
Crestline Management
Texas
$1.35M +$1.35M +20,000 New
CAL
407
Capital Advisors Ltd
Ohio
$1.34M -$49.9K -738 -4%
PFSC
408
Peoples Financial Services Corp
Pennsylvania
$1.34M +$68.2K +1,007 +5%
HWA
409
Heritage Wealth Advisors
Virginia
$1.34M -$181K -2,668 -12%
AAS
410
Asset Allocation Strategies
Michigan
$1.32M -$2.61M -38,530 -66%
IGWM
411
ICA Group Wealth Management
Colorado
$1.31M +$47.7K +705 +4%
CCG
412
Cypress Capital Group
Florida
$1.3M -$5.42K -80 -0.4%
FWCM
413
Ferguson Wellman Capital Management
Oregon
$1.28M -$1.69K -25 -0.1%
FIM
414
Freedom Investment Management
Connecticut
$1.28M +$1.28M +18,878 New
JCM
415
Jacobi Capital Management
Pennsylvania
$1.27M +$181K +2,672 +17%
PWM
416
Penobscot Wealth Management
Maine
$1.25M +$159K +2,356 +15%
TCMP
417
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.25M +$131K +1,946 +12%
SSA
418
Schonfeld Strategic Advisors
New York
$1.24M -$5.59M -82,578 -82%
PI
419
PFG Investments
New York
$1.24M +$1.24M +18,321 New
RIA
420
Regal Investment Advisors
Michigan
$1.24M +$299K +4,415 +32%
OIA
421
OneDigital Investment Advisors
Kansas
$1.23M +$38.7K +572 +3%
D
422
Diversified
Delaware
$1.21M -$32.4K -479 -3%
KOMWMG
423
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.21M +$32.8K +484 +3%
OPWM
424
Oxinas Partners Wealth Management
Indiana
$1.21M +$192K +2,836 +19%
Toronto Dominion Bank
425
Toronto Dominion Bank
Ontario, Canada
$1.19M -$11.6M -170,745 -91%