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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
WAS
451
WESPAC Advisors SoCal
California
$1.73M -$120K -3,032 -6%
ZIG
452
Zuckerman Investment Group
Illinois
$1.73M +$189K +4,754 +12%
IFPG
453
Intrepid Financial Planning Group
Indiana
$1.73M -$73.5K -1,852 -4%
AWP
454
Accretive Wealth Partners
New Jersey
$1.72M -$2.3K -58 -0.1%
FSA
455
Franklin Street Advisors
North Carolina
$1.72M
PWP
456
Perfromance Wealth Partners
Illinois
$1.7M -$31.2K -786 -2%
MCM
457
M1 Capital Management
Michigan
$1.69M +$1.77M +44,720 New
GWM
458
Geneos Wealth Management
Colorado
$1.69M -$3.17M -79,818 -64%
HVIA
459
Hudson Valley Investment Advisors
New York
$1.69M -$12.1K -306 -0.7%
KA
460
Kercheville Advisors
Texas
$1.67M -$63.5K -1,600 -3%
MWAM
461
Manhattan West Asset Management
California
$1.66M +$929K +23,408 +114%
HMS
462
Hanseatic Management Services
New Mexico
$1.66M -$42.7K -1,076 -2%
ECM
463
ExodusPoint Capital Management
New York
$1.64M +$1.72M +43,292 New
CGFA
464
Colton Groome Financial Advisors
North Carolina
$1.63M +$170K +4,288 +11%
HCM
465
Hollencrest Capital Management
California
$1.63M +$5.63K +142 +0.3%
CIC
466
Chilton Investment Company
Connecticut
$1.63M
CAM
467
Cresset Asset Management
Illinois
$1.62M -$654K -16,490 -28%
SL
468
Savior LLC
Massachusetts
$1.62M +$7.14K +180 +0.4%
AWM
469
Accel Wealth Management
Iowa
$1.61M +$56.8K +1,432 +3%
SG
470
Sharper & Granite
California
$1.61M +$59.9K +1,510 +4%
CWM
471
Connecticut Wealth Management
Connecticut
$1.61M +$1.49M +37,440 +250%
PFA
472
Peak Financial Advisors
Colorado
$1.61M +$10.8K +272 +0.6%
NCM
473
NCM Capital Management
New Jersey
$1.6M +$5K +126 +0.3%
PG
474
Proffitt & Goodson
Tennessee
$1.59M +$3.81K +96 +0.2%
Zurich Cantonal Bank
475
Zurich Cantonal Bank
Switzerland
$1.59M +$22.9K +576 +1%