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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 %
AWM
676
Avior Wealth Management
Nebraska
$420K +$382K +5,645 +996%
SS
677
Sunbelt Securities
Texas
$418K -$8.8K -131 -2%
SAG
678
SageView Advisory Group
California
$416K +$416K +6,142 New
VCP
679
Verus Capital Partners
Arizona
$415K +$166K +2,455 +67%
CGA
680
Crescent Grove Advisors
Illinois
$415K +$58.6K +865 +16%
BSA
681
Braun Stacey Associates
New York
$413K +$212K +3,134 +105%
JDR
682
Jay D. Rosenbaum
$413K +$56.9K +840 +16%
MFG
683
Midwest Financial Group
Kansas
$412K +$412K +6,093 New
CA
684
Calton & Associates
Florida
$409K -$127K -1,878 -24%
SFC
685
Strategic Financial Concepts
Texas
$408K +$408K +6,031 New
TWM
686
Tradition Wealth Management
Minnesota
$408K +$40.5K +599 +11%
JCM
687
J2 Capital Management
Michigan
$406K
CL
688
COWA LLC
Oklahoma
$403K -$31.9K -471 -7%
PG
689
Patten Group
Tennessee
$398K +$3.45K +51 +0.9%
SA
690
Strategic Advisors
New York
$396K +$396K +5,855 New
CA
691
Clearstead Advisors
Ohio
$395K +$135 +2 +0%
HGERS
692
Householder Group Estate & Retirement Specialist
Arizona
$395K +$395K +5,836 New
FFA
693
Farther Finance Advisors
California
$395K +$101K +1,498 +35%
GFA
694
Gallagher Fiduciary Advisors
Illinois
$393K +$393K +5,814 New
WP
695
WealthSource Partners
California
$392K -$72.5K -1,071 -16%
BFS
696
Bard Financial Services
Connecticut
$392K
CCM
697
Crew Capital Management
Ohio
$390K +$390K +5,755 New
Northwestern Mutual Wealth Management
698
Northwestern Mutual Wealth Management
Wisconsin
$388K -$234K -3,461 -38%
WIA
699
World Investment Advisors
California
$387K -$38.6K -570 -9%
IW
700
Imprint Wealth
South Carolina
$384K +$384K +5,634 New