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Utilities Select Sector SPDR Fund

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Shares
Change %
EL
626
Essex LLC
Illinois
$946K +$55.3K +731 +6%
OFS
627
OneAscent Financial Services
Alabama
$942K +$942K +12,449 New
TSWM
628
Triangle Securities Wealth Management
North Carolina
$941K -$5.68K -75 -0.6%
JCM
629
Jacobi Capital Management
Pennsylvania
$939K -$10.3K -136 -1%
NCM
630
Noesis Capital Mangement
Florida
$931K -$51.8K -685 -5%
TFA
631
Teamwork Financial Advisors
Texas
$925K -$605K -7,997 -40%
PWM
632
Purus Wealth Management
California
$923K +$923K +12,190 New
CAL
633
Capital Advisors Ltd
Ohio
$921K +$10.1K +133 +1%
AFO
634
Allie Family Office
Florida
$919K -$23.1K -305 -2%
CBT
635
Central Bank & Trust
Kentucky
$917K -$17.2K -227 -2%
WEG
636
World Equity Group
Illinois
$916K +$631K +8,331 +221%
AFG
637
Atomi Financial Group
New York
$915K -$229K -3,028 -20%
AF
638
Apexium Financial
Texas
$915K -$22.6K -298 -2%
S4W
639
Solutions 4 Wealth
Texas
$915K +$6.36K +84 +0.7%
SFS
640
Sowell Financial Services
Arkansas
$910K -$843K -11,144 -48%
MBI
641
May Barnhard Investments
Maryland
$899K +$4.69K +62 +0.5%
MWM
642
Meridian Wealth Management
Kentucky
$898K +$22.6K +300 +3%
NCM
643
Narwhal Capital Management
Georgia
$895K
PAM
644
PCG Asset Management
New Jersey
$894K +$894K +11,805 New
JPLA
645
Joseph P. Lucia & Associates
New York
$893K +$274K +3,614 +44%
PA
646
PSI Advisors
Florida
$881K +$15.3K +202 +2%
CCG
647
Cypress Capital Group
Florida
$881K -$126K -1,669 -13%
PWM
648
Penobscot Wealth Management
Maine
$877K +$46.6K +616 +6%
JE
649
JMAC Enterprises
Pennsylvania
$874K -$1.67K -22 -0.2%
Northwestern Mutual Wealth Management
650
Northwestern Mutual Wealth Management
Wisconsin
$874K +$318K +4,195 +57%