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Utilities Select Sector SPDR Fund

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
676
World Investment Advisors
California
$339K +$1.36K +23 +0.4%
BAM
677
Berkshire Asset Management
Pennsylvania
$339K +$100K +1,700 +42%
M
678
MYeCFO
California
$339K +$339K +5,750 New
CGA
679
Crescent Grove Advisors
Illinois
$338K +$120K +2,031 +55%
RPCONE
680
Retirement Planning Company of New England
Rhode Island
$338K -$70.9K -1,203 -17%
GC
681
Grimes & Company
Massachusetts
$334K +$2.06K +35 +0.6%
LFAS
682
Level Four Advisory Services
Texas
$333K -$39.4K -668 -11%
SA
683
Strategic Advisors
New York
$333K -$11K -187 -3%
AFA
684
American Financial Advisors
Georgia
$333K -$239K -4,064 -42%
CST
685
Charles Schwab Trust
Nevada
$330K +$330K +5,598 New
PTP
686
Platform Technology Partners
New York
$329K +$329K +5,584 New
GA
687
GFS Advisors
Texas
$329K
CFG
688
CKW Financial Group
Hawaii
$329K
NWA
689
Navis Wealth Advisors
New York
$328K +$530 +9 +0.2%
Vontobel Holding
690
Vontobel Holding
Switzerland
$327K -$43.6K -740 -12%
BCM
691
Bayesian Capital Management
New York
$324K -$6.18M -104,900 -95%
TWM
692
Tradition Wealth Management
Minnesota
$322K -$4.06K -69 -1%
ICG
693
InterOcean Capital Group
Tennessee
$321K
EP
694
Edgestream Partners
New Jersey
$320K +$320K +5,434 New
SFA
695
Sequoia Financial Advisors
Ohio
$319K -$105K -1,789 -25%
SFC
696
Strategic Financial Concepts
Texas
$314K +$128K +2,176 +69%
ISL
697
Ingalls & Snyder LLC
New York
$310K -$65.4K -1,108 -17%
NAM
698
NTV Asset Management
West Virginia
$309K
SB
699
Strategic Blueprint
Georgia
$308K +$22.1K +375 +8%
ST
700
Spinnaker Trust
Maine
$304K -$1K -17 -0.3%