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Utilities Select Sector SPDR Fund

1,185 hedge funds and large institutions have $10.4B invested in Utilities Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 433 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+76
Holders Change %
+6.85%
% of All Funds
17.23%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.48%
New
178
Increased
433
Reduced
397
Closed
86
Calls
$1.47B
Puts
$1.98B
Net Calls
-$506M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Shares
Change %
AFO
601
Allie Family Office
Florida
$763K +$120K +1,755 +19%
TSWM
602
Tyler-Stone Wealth Management
Ohio
$761K +$17.1K +251 +2%
MSAM
603
Moloney Securities Asset Management
Missouri
$759K +$16.7K +245 +2%
MWA
604
Midland Wealth Advisors
Illinois
$754K -$115K -1,689 -13%
RFA
605
Resurgent Financial Advisors
Georgia
$750K -$1.66M -24,331 -69%
IHL
606
Investment House LLC
California
$739K +$40.9K +600 +6%
ACI
607
Alpha Cubed Investments
California
$739K -$10.3K -151 -1%
EL
608
Essex LLC
Illinois
$737K +$21.1K +309 +3%
OIA
609
OneDigital Investment Advisors
Kansas
$735K +$141K +2,062 +24%
ATS
610
Ashton Thomas Securities
New York
$733K +$733K +10,628 New
WWM
611
Waterway Wealth Management
Texas
$731K +$277K +4,066 +61%
SFG
612
SNS Financial Group
Minnesota
$729K -$63.7K -935 -8%
CPRC
613
Consolidated Portfolio Review Corp
New York
$728K +$205K +3,007 +39%
FTA
614
Financial & Tax Architects
Missouri
$719K +$719K +10,546 New
Neuberger Berman Group
615
Neuberger Berman Group
New York
$711K -$103K -1,507 -13%
DC
616
Destiny Capital
Colorado
$710K -$20.3K -298 -3%
SLWA
617
San Luis Wealth Advisors
California
$710K -$14K -205 -2%
PWM
618
Penobscot Wealth Management
Maine
$697K +$14.3K +208 +2%
PIA
619
Powell Investment Advisors
Florida
$696K
SIC
620
Salem Investment Counselors
North Carolina
$696K +$44.4K +652 +7%
JGC
621
J. Goldman & Co
New York
$693K -$1.51M -22,180 -69%
DI
622
Diligent Investors
California
$692K -$6.75K -99 -1%
MAM
623
MMA Asset Management
Pennsylvania
$692K -$389K -5,710 -36%
MWM
624
Meridian Wealth Management
Kentucky
$691K +$691K +10,163 New
AFM
625
Abbot Financial Management
Massachusetts
$688K +$688K +10,100 New