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Utilities Select Sector SPDR Fund

1,293 hedge funds and large institutions have $13.6B invested in Utilities Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 505 increasing their positions, 398 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.7%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.71%
New
202
Increased
505
Reduced
398
Closed
83
Calls
$1.1B
Puts
$3.47B
Net Calls
-$2.37B
Net Calls Change
-$1.86B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
426
CIBC World Markets
New York
$2.25M +$465K +5,753 +26%
FFN
427
Focus Financial Network
Minnesota
$2.25M +$247K +3,053 +12%
PP
428
Patten & Patten
Tennessee
$2.24M +$85.2K +1,055 +4%
ClearBridge Investments
429
ClearBridge Investments
New York
$2.21M
SFP
430
Shepherd Financial Partners
Massachusetts
$2.21M +$38.2K +473 +2%
FHWM
431
Fox Hill Wealth Management
Massachusetts
$2.21M +$605K +7,488 +38%
CIA
432
Choate Investment Advisors
Massachusetts
$2.16M -$16.2K -200 -0.7%
ANTB
433
AMG National Trust Bank
Colorado
$2.16M -$764K -9,455 -26%
KDA
434
Kraft Davis & Associates
Missouri
$2.16M +$10K +125 +0.5%
EP
435
Edgestream Partners
New Jersey
$2.15M -$425K -5,262 -16%
FWM
436
Foguth Wealth Management
Michigan
$2.15M -$177K -2,222 -8%
SC
437
Syon Capital
California
$2.13M -$99.9K -1,237 -4%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11M +$86.8K +1,075 +4%
LHWM
439
Lake Hills Wealth Management
Texas
$2.1M +$2.1M +26,022 New
BBL
440
Beck Bode LLC
Massachusetts
$2.1M +$2.1M +25,947 New
FIM
441
Freedom Investment Management
Connecticut
$2.09M -$92.6K -1,146 -4%
TCA
442
Transcend Capital Advisors
New Jersey
$2.08M -$105K -1,299 -5%
Koshinski Asset Management
443
Koshinski Asset Management
Illinois
$2.07M +$172K +2,125 +9%
Bank of New York Mellon
444
Bank of New York Mellon
New York
$2.06M +$257K +3,177 +14%
RCA
445
Ranch Capital Advisors
Florida
$2.03M +$379K +4,695 +23%
National Bank of Canada
446
National Bank of Canada
Quebec, Canada
$2.02M -$374K -4,636 -16%
JF
447
JSF Financial
California
$2.02M +$191K +2,365 +10%
PI
448
Parkside Investments
Illinois
$2.02M -$404K -5,000 -17%
MBTD
449
Mechanics Bank - Trust Department
California
$2.02M -$43.7K -541 -2%
LWM
450
Lionsbridge Wealth Management
Florida
$2M -$27.3K -338 -1%