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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 %
CAAS
526
Capital Asset Advisory Services
Michigan
$659K +$2.03K +34 +0.3%
TFA
527
Teamwork Financial Advisors
Texas
$658K +$37.3K +633 +6%
CCMW
528
Cypress Capital Management (Wyoming)
Wyoming
$656K -$10.6K -180 -2%
AWM
529
Axxcess Wealth Management
California
$652K +$112K +1,894 +21%
KWM
530
Keebeck Wealth Management
Illinois
$651K
CI
531
Clal Insurance
Israel
$648K
BCM
532
Brookstone Capital Management
Illinois
$644K -$43.4K -740 -6%
BFA
533
Brendel Financial Advisors
New Hampshire
$636K +$636K +10,785 New
RIA
534
Realta Investment Advisors
Delaware
$633K +$26.4K +403 +4%
Lido Advisors
535
Lido Advisors
California
$633K -$634K -10,766 -50%
DCS
536
Destiny Capital Securities
Colorado
$632K +$632K +10,725 New
SLWA
537
San Luis Wealth Advisors
California
$631K +$3.77K +64 +0.6%
VWA
538
Visionary Wealth Advisors
Illinois
$627K -$388K -6,578 -38%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$624K +$95.9K +1,627 +18%
CWM
540
Comprehensive Wealth Management
Washington
$618K +$33.2K +564 +6%
WAM
541
WNY Asset Management
New York
$609K +$609K +10,339 New
OC
542
Oppenheimer & Co
New York
$609K -$215K -3,643 -26%
TPWA
543
TRUE Private Wealth Advisors
Oregon
$604K -$32.5K -551 -5%
CRI
544
Colonial River Investments
Virginia
$604K -$11.9K -202 -2%
ACA
545
Atlas Capital Advisors
Wyoming
$604K +$18.2K +309 +3%
SHFP
546
Second Half Financial Partners
Florida
$603K -$118K -2,010 -16%
9WM
547
9258 Wealth Management
Ohio
$603K -$12.8K -218 -2%
PIA
548
Powell Investment Advisors
Florida
$602K
PAMG
549
Patton Albertson Miller Group
Tennessee
$601K
TYCC
550
Texas Yale Capital Corp
Florida
$594K