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Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
QFA
501
Quattro Financial Advisors
Texas
$919K +$919K +13,573 New
OCPWS
502
One Charles Private Wealth Services
Massachusetts
$911K -$363K -5,363 -28%
AWS
503
Arkfeld Wealth Strategies
Nebraska
$910K +$2.93K +42 +0.3%
PTC
504
Private Trust Company
Ohio
$893K +$27.1K +401 +3%
BWM
505
Birchcreek Wealth Management
Ohio
$892K +$102K +1,513 +13%
AF
506
Apexium Financial
Texas
$887K +$20K +295 +2%
BCM
507
Boltwood Capital Management
California
$883K -$9.68K -143 -1%
Fidelity International
508
Fidelity International
Bermuda
$874K -$4.78M -70,612 -85%
MC
509
Moors & Cabot
Massachusetts
$872K +$115K +1,693 +15%
MSWM
510
McGlone Suttner Wealth Management
Wisconsin
$868K +$745 +11 +0.1%
PFP
511
Pinnacle Financial Partners
Tennessee
$866K -$772K -11,409 -47%
BIA
512
Barry Investment Advisors
Massachusetts
$858K -$91.5K -1,351 -10%
AFS
513
Access Financial Services
Minnesota
$857K +$608K +8,981 +244%
GT
514
Glenview Trust
Kentucky
$857K
GDP
515
Great Diamond Partners
Maine
$844K +$24.6K +363 +3%
Credit Agricole
516
Credit Agricole
France
$838K +$616K +9,100 +277%
PFS
517
Prospera Financial Services
Texas
$838K -$1.27M -18,760 -60%
MS
518
Maven Securities
Jersey
$837K +$837K +12,361 New
TCM
519
Triumph Capital Management
Colorado
$836K -$1.01M -14,908 -55%
RCAG
520
Rehmann Capital Advisory Group
Michigan
$834K -$6.5K -96 -0.8%
CAAS
521
Capital Asset Advisory Services
Michigan
$831K -$38.5K -569 -4%
GLA
522
Good Life Advisors
Pennsylvania
$828K -$320K -4,724 -28%
TSWM
523
Triangle Securities Wealth Management
North Carolina
$827K -$3.38K -50 -0.4%
JIC
524
Johnson Investment Counsel
Ohio
$826K -$47.8K -706 -5%
OC
525
Oppenheimer & Co
New York
$822K -$135K -1,988 -14%