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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 %
AWS
476
Arkfeld Wealth Strategies
Nebraska
$765K -$1.99K -34 -0.3%
TFGT
477
TS Financial Group (TSFG)
Illinois
$764K -$52.7K -895 -6%
KWM
478
Kingsview Wealth Management
Oregon
$764K -$23.9M -405,156 -97%
GVAG
479
Great Valley Advisor Group
Delaware
$761K +$74.6K +1,265 +11%
SSW
480
Stone Summit Wealth
Florida
$761K +$125K +2,115 +20%
GHA
481
Granite Harbor Advisors
Texas
$760K +$61.2K +1,039 +9%
IAA
482
Ironsides Asset Advisors
North Carolina
$756K -$11.8K -200 -2%
Fidelity International
483
Fidelity International
Bermuda
$755K -$8.9K -151 -1%
IHL
484
Investment House LLC
California
$754K -$11.9K -202 -2%
AUB
485
Atlantic Union Bankshares
Virginia
$750K -$311K -5,269 -29%
AF
486
Apexium Financial
Texas
$747K -$25.7K -436 -3%
CB
487
Centennial Bank
Arkansas
$746K -$52.9K -897 -7%
MFG
488
Midwest Financial Group
Kansas
$745K +$361K +6,126 +94%
SIC
489
Samalin Investment Counsel
New York
$745K -$249K -4,225 -25%
BCM
490
Boltwood Capital Management
California
$744K -$35.9K -609 -5%
LMKC
491
L.M. Kohn & Company
Ohio
$736K +$59K +1,002 +9%
Brown Advisory
492
Brown Advisory
Maryland
$736K +$385K +6,525 +110%
BL
493
BFSG LLC
California
$731K +$44.3K +752 +6%
Westfield Capital Management
494
Westfield Capital Management
Massachusetts
$726K +$726K +12,320 New
MSWM
495
McGlone Suttner Wealth Management
Wisconsin
$722K -$34.2K -580 -5%
Wealthfront Advisers
496
Wealthfront Advisers
California
$720K -$138K -2,338 -16%
JIC
497
Johnson Investment Counsel
Ohio
$716K -$354 -6 -0%
TSWM
498
Triangle Securities Wealth Management
North Carolina
$716K
Neuberger Berman Group
499
Neuberger Berman Group
New York
$715K +$62K +1,052 +9%
PWM
500
Prentice Wealth Management
New York
$714K +$188K +3,192 +36%