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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 %
PSIWM
601
Paradigm Strategies in Wealth Management
Minnesota
$576K +$609 +9 +0.1%
CGH
602
CMG Global Holdings
Texas
$575K -$6.77K -100 -1%
GWM
603
Geneos Wealth Management
Colorado
$571K +$49.1K +725 +9%
SFA
604
Sequoia Financial Advisors
Ohio
$559K -$194K -2,859 -26%
LIG
605
Lokken Investment Group
Delaware
$557K -$857K -12,657 -61%
FNBOH
606
First National Bank of Hutchinson
Kansas
$555K -$203 -3 -0%
GT
607
Greenleaf Trust
Michigan
$554K -$2.71K -40 -0.5%
RA
608
Rockingstone Advisors
Massachusetts
$554K +$68.7K +1,015 +14%
CCFM
609
Clear Creek Financial Management
Washington
$551K -$48.3K -713 -8%
BSB
610
Bangor Savings Bank
Maine
$549K -$11.6K -171 -2%
AMC
611
Asset Management Corp
Illinois
$547K +$14.1K +209 +3%
MWM
612
Meridian Wealth Management
Kentucky
$546K -$220K -3,247 -29%
BL
613
BFSG LLC
California
$546K +$89.2K +1,318 +20%
MMG
614
Monetary Management Group
Missouri
$543K +$81.2K +1,200 +18%
SFPG
615
Stonebridge Financial Planning Group
Florida
$542K -$71.3K -1,054 -12%
AFG
616
Atomi Financial Group
New York
$542K +$542K +8,002 New
UIA
617
UG Investment Advisers
Taiwan
$542K
AWM
618
Avitas Wealth Management
California
$533K +$75K +1,108 +16%
EL
619
Essex LLC
Illinois
$531K
PSCM
620
Per Stirling Capital Management
Texas
$529K -$47.8K -706 -8%
NA
621
Nottingham Advisors
New York
$526K +$71.8K +1,060 +16%
WANY
622
Wealthspire Advisors (New York)
New York
$520K -$148K -2,192 -22%
EWM
623
Endurance Wealth Management
Rhode Island
$520K -$5.96K -88 -1%
NCM
624
Novare Capital Management
North Carolina
$514K -$430K -6,358 -46%
MCM
625
Maple Capital Management
Vermont
$506K +$77.7K +1,148 +18%