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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 %
CWM
576
Comprehensive Wealth Management
Washington
$646K +$609 +9 +0.1%
SC
577
Stolper & Co
Oklahoma
$636K -$49.2K -727 -7%
FIC
578
Family Investment Center
Missouri
$626K -$3.48M -51,388 -85%
LFAS
579
Level Four Advisory Services
Texas
$624K +$256K +3,779 +69%
MW
580
Marcum Wealth
Ohio
$622K -$40.3K -596 -6%
VWA
581
Visionary Wealth Advisors
Illinois
$622K -$378K -5,591 -38%
BCA
582
Bay Colony Advisors
Massachusetts
$618K +$30.5K +454 +5%
EAM
583
Evanson Asset Management
California
$618K +$3.05K +45 +0.5%
AWA
584
Arete Wealth Advisors
Illinois
$613K +$33.6K +497 +6%
CGFA
585
Colton Groome Financial Advisors
North Carolina
$610K +$212K +3,133 +53%
MWPCG
586
Measured Wealth Private Client Group
New Hampshire
$610K -$219K -3,230 -26%
GKWIM
587
Gerber Kawasaki Wealth & Investment Management
California
$600K +$1.63K +24 +0.3%
NFSG
588
Newbridge Financial Services Group
Florida
$599K -$233K -3,437 -28%
RIA
589
Realta Investment Advisors
Delaware
$597K +$73.4K +1,085 +14%
KC
590
Kenfarb & Co
Kentucky
$592K
9WM
591
9258 Wealth Management
Ohio
$589K +$167K +2,464 +39%
WCM
592
Windsor Capital Management
Arizona
$588K -$3.59K -53 -0.6%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$587K -$44.7K -660 -7%
PWM
594
Prentice Wealth Management
New York
$585K +$585K +8,649 New
ICP
595
Interchange Capital Partners
Pennsylvania
$583K +$64.6K +955 +12%
WPC
596
White Pine Capital
Minnesota
$580K
EGA
597
E&G Advisors
Texas
$579K
CA
598
Claro Advisors
Massachusetts
$579K -$280K -4,137 -33%
HIIFS
599
Harel Insurance Investments & Financial Services
Israel
$578K +$3.05K +45 +0.5%
ACA
600
Atlas Capital Advisors
Wyoming
$576K -$93.6K -1,383 -14%