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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
ANTB
401
AMG National Trust Bank
Colorado
$2.13M +$101K +2,556 +5%
KAM
402
Kazazian Asset Management
Florida
$2.12M +$2.22M +56,000 New
SP
403
Symmetry Partners
Connecticut
$2.12M +$417K +10,502 +23%
LHWM
404
Lake Hills Wealth Management
Texas
$2.11M +$146K +3,690 +7%
SFP
405
Shepherd Financial Partners
Massachusetts
$2.09M +$22.8K +574 +1%
EAM
406
Everstar Asset Management
North Carolina
$2.08M -$44.6K -1,124 -2%
ClearBridge Investments
407
ClearBridge Investments
New York
$2.07M
PP
408
Patten & Patten
Tennessee
$2.07M -$29.2K -736 -1%
CC
409
Callan Capital
California
$2.05M -$86.8K -2,188 -4%
FHWM
410
Fox Hill Wealth Management
Massachusetts
$2.05M -$24.9K -628 -1%
CB
411
Commerce Bank
Missouri
$2.04M -$73.3K -1,846 -3%
PPWP
412
Premier Path Wealth Partners
New Jersey
$2.04M +$190K +4,784 +10%
RCA
413
Ranch Capital Advisors
Florida
$2.03M +$130K +3,280 +7%
JSW
414
Journey Strategic Wealth
New Jersey
$2.01M +$846K +21,314 +67%
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$2M -$339K -8,548 -14%
JIC
416
Johnson Investment Counsel
Ohio
$1.97M +$149K +3,750 +8%
MS
417
Maven Securities
Jersey
$1.97M -$500K -12,590 -19%
BBL
418
Beck Bode LLC
Massachusetts
$1.96M
JF
419
JSF Financial
California
$1.96M +$68.2K +1,718 +3%
PWM
420
Perigon Wealth Management
California
$1.94M -$1.62M -40,828 -45%
MBTD
421
Mechanics Bank - Trust Department
California
$1.94M +$48.7K +1,228 +2%
RFWA
422
RPg Family Wealth Advisory
Massachusetts
$1.93M +$242K +6,092 +14%
CBT
423
Crews Bank & Trust
Florida
$1.93M +$2.02M +50,974 New
AWM
424
AE Wealth Management
Kansas
$1.92M -$6.12M -154,286 -75%
CL
425
Cabana LLC
Arkansas
$1.9M +$332K +8,354 +20%