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Utilities Select Sector SPDR Fund

776 hedge funds and large institutions have $10.3B invested in Utilities Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 304 increasing their positions, 250 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+22
Holders Change %
+2.92%
% of All Funds
17.04%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1.01%
New
85
Increased
304
Reduced
250
Closed
56
Calls
$951M
Puts
$1.59B
Net Calls
-$639M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
626
Dougherty Wealth Advisers
Minnesota
$186K
ACA
627
Atlas Capital Advisors
Wyoming
$181K +$8.42K +130 +5%
BG
628
Bollard Group
Massachusetts
$180K +$1.36K +21 +0.8%
APW
629
Acima Private Wealth
Virginia
$174K
LWM
630
Liberty Wealth Management
California
$167K -$9.28K -143 -5%
CAN
631
Claraphi Advisory Network
United States
$161K +$161K +2,490 New
VFA
632
Valeo Financial Advisors
Indiana
$158K +$10.7K +166 +7%
SAS
633
Stelac Advisory Services
New York
$141K +$8.69K +134 +7%
PW
634
Price Wealth
Texas
$140K +$65K +1,003 +87%
SBSB
635
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K +$134K +2,067 New
M
636
MOTCO
Texas
$133K
WCG
637
Weaver Consulting Group
California
$130K -$90K -1,500 -41%
PCG
638
Private Capital Group
Connecticut
$130K
CIM
639
Contravisory Investment Management
Massachusetts
$130K +$51K +789 +65%
MWP
640
MYCIO Wealth Partners
Pennsylvania
$129K +$518 +8 +0.4%
AIM
641
Acropolis Investment Management
Missouri
$122K
FM
642
Fondren Management
Texas
$121K +$121K +600 New
POIA
643
Pin Oak Investment Advisors
Texas
$118K
LDFR
644
Lehman & Derafelo Financial Resources
Pennsylvania
$116K
ZB
645
Zions Bancorporation
Utah
$116K +$18.9K +292 +19%
LWM
646
Lenox Wealth Management
Ohio
$115K +$34.9K +539 +44%
CB
647
Community Bank
New York
$112K
RCA
648
Rowland Carmichael Advisors
Arizona
$110K +$110K +1,692 New
WT
649
Whittier Trust
California
$109K +$40.3K +624 +59%
BEAM
650
Baker Ellis Asset Management
Washington
$104K +$104K +1,600 New