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Utilities Select Sector SPDR Fund

1,144 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 387 increasing their positions, 395 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+84
Holders Change %
+7.92%
% of All Funds
16.77%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
215
Increased
387
Reduced
395
Closed
112
Calls
$1.16B
Puts
$1.95B
Net Calls
-$789M
Net Calls Change
-$633M
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
401
RPg Family Wealth Advisory
Massachusetts
$1.33M +$1.33M +21,002 New
MBT
402
Montecito Bank & Trust
California
$1.33M -$97.2K -1,535 -7%
CCM
403
Crabel Capital Management
California
$1.32M -$581K -9,172 -31%
PPWP
404
Premier Path Wealth Partners
New Jersey
$1.31M +$1.31M +20,420 New
LFA
405
Laraway Financial Advisors
Minnesota
$1.31M +$1.9K +30 +0.1%
SIM
406
SSI Investment Management
California
$1.3M -$4.24K -67 -0.3%
Envestnet Portfolio Solutions
407
Envestnet Portfolio Solutions
Illinois
$1.29M -$3.17K -50 -0.2%
PCWA
408
Pacific Capital Wealth Advisors
California
$1.29M -$6.33K -100 -0.5%
CC
409
Cornerstone Capital
California
$1.28M +$1.28M +20,189 New
PTC
410
Private Trust Company
Ohio
$1.27M +$82.6K +1,304 +7%
KOMWMG
411
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.27M +$22.4K +354 +2%
SFS
412
Solitude Financial Services
Virginia
$1.27M -$50.6K -799 -4%
CPM
413
Connective Portfolio Management
New York
$1.27M +$1.27M +20,000 New
LNC
414
Lincoln National Corp
Pennsylvania
$1.26M +$149K +2,355 +13%
DADC
415
D.A. Davidson & Co
Montana
$1.26M -$210K -3,322 -14%
PA
416
Parallel Advisors
California
$1.26M -$61.8K -976 -5%
SCP
417
Stamos Capital Partners
California
$1.26M -$176K -2,780 -12%
CHC
418
City Holding Co
West Virginia
$1.26M -$30.7K -485 -2%
NCM
419
NCM Capital Management
New Jersey
$1.25M +$110K +1,732 +10%
KDA
420
Kraft Davis & Associates
Missouri
$1.23M +$1.23M +20,198 New
RCA
421
Ranch Capital Advisors
Florida
$1.23M +$1.23M +19,449 New
IGWM
422
ICA Group Wealth Management
Colorado
$1.23M -$223K -3,527 -15%
GJIA
423
Glass Jacobson Investment Advisors
Maryland
$1.22M +$17.9K +282 +1%
CCB
424
Country Club Bank
Missouri
$1.22M +$969K +15,278 +381%
WC
425
Wexford Capital
Florida
$1.22M +$825K +13,032 +211%