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Utilities Select Sector SPDR Fund

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
401
Central Bank & Trust
Kentucky
$1.15M +$33.6K +571 +3%
JCM
402
Jacobi Capital Management
Pennsylvania
$1.14M +$18.8K +319 +2%
FSA
403
Fort Sheridan Advisors
Illinois
$1.13M +$25.2K +428 +2%
PWM
404
Penobscot Wealth Management
Maine
$1.13M +$15.2K +257 +1%
UWM
405
USAdvisors Wealth Management
Minnesota
$1.13M +$44.4K +754 +4%
SF
406
Summit Financial
New Jersey
$1.13M +$17.8K +302 +2%
GJIA
407
Glass Jacobson Investment Advisors
Maryland
$1.12M +$13.6K +230 +1%
VAG
408
VisionPoint Advisory Group
Texas
$1.12M +$1.03M +17,479 +1,185%
SFG
409
SNS Financial Group
Minnesota
$1.11M -$6.95K -118 -0.6%
PTC
410
Private Trust Company
Ohio
$1.1M +$243K +4,127 +28%
OIA
411
OneDigital Investment Advisors
Kansas
$1.1M -$64.9K -1,102 -6%
SG
412
Sharper & Granite
California
$1.09M +$5.89K +100 +0.5%
CCG
413
Cypress Capital Group
Florida
$1.08M -$15.9K -270 -1%
1SB
414
1ST Source Bank
Indiana
$1.07M +$47.9K +813 +5%
HWA
415
Heritage Wealth Advisors
Virginia
$1.07M -$91.7K -1,556 -8%
NCM
416
NCM Capital Management
New Jersey
$1.06M +$845K +14,336 +391%
BWM
417
Birchcreek Wealth Management
Ohio
$1.05M +$134K +2,268 +15%
LNC
418
Lincoln National Corp
Pennsylvania
$1.03M +$1.12K +19 +0.1%
SSA
419
Schonfeld Strategic Advisors
New York
$1.03M -$3.1M -52,669 -75%
PPP
420
Private Portfolio Partners
New Jersey
$1.03M +$182K +3,089 +21%
NS
421
NBC Securities
Alabama
$1.03M +$1.03M +17,540 New
MFG
422
Merit Financial Group
Georgia
$1.02M -$990K -16,793 -49%
NFC
423
Northeast Financial Consultants
Connecticut
$1M
PWG
424
Private Wealth Group
Florida
$985K -$640K -10,863 -39%
FCI
425
Financial Counselors Inc
Kansas
$985K +$32K +543 +3%