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Utilities Select Sector SPDR Fund

1,109 hedge funds and large institutions have $8.87B invested in Utilities Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 401 increasing their positions, 429 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-35
Holders Change %
-3.06%
% of All Funds
16.07%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
112
Increased
401
Reduced
429
Closed
130
Calls
$1.17B
Puts
$2.15B
Net Calls
-$986M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
676
Strait & Sound Wealth Management
California
$468K -$2.26K -35 -0.5%
CS
677
Capital Square
Tennessee
$467K +$467K +7,118 New
AWM
678
Avitas Wealth Management
California
$467K -$9.65K -147 -2%
SWM
679
SeaCrest Wealth Management
New York
$465K -$50.5K -769 -10%
LSA
680
Lion Street Advisors
Texas
$461K
Northwestern Mutual Wealth Management
681
Northwestern Mutual Wealth Management
Wisconsin
$454K +$244K +3,721 +116%
RMC
682
Regis Management Company
California
$454K
SW
683
SMART Wealth
Nebraska
$451K +$451K +6,871 New
GFA
684
Gallagher Fiduciary Advisors
Illinois
$451K -$12.3K -188 -3%
EF
685
Empowered Funds
Pennsylvania
$450K +$450K +6,861 New
DLHL
686
Donald L. Hagan LLC
Florida
$450K +$196K +2,985 +77%
M
687
MYeCFO
California
$450K +$13.1K +200 +3%
CAM
688
CenterStar Asset Management
Illinois
$449K +$449K +6,836 New
EAM
689
Evanson Asset Management
California
$444K -$160K -2,433 -26%
BAM
690
Belpointe Asset Management
Nevada
$443K -$25.4K -387 -5%
JGUA
691
John G. Ullman & Associates
New York
$440K -$6.57K -100 -1%
DP
692
Dearborn Partners
Illinois
$440K +$168K +2,560 +62%
WWM
693
Waterway Wealth Management
Texas
$437K -$15.7K -239 -3%
CTWM
694
Cherry Tree Wealth Management
Minnesota
$436K -$21.1K -321 -5%
SAF
695
Smith Anglin Financial
Texas
$434K +$434K +6,612 New
HHGC
696
Hunting Hill Global Capital
New York
$430K -$29.1K -443 -6%
BOM
697
Bank of Marin
California
$428K -$44.9K -684 -9%
BSW
698
Buckingham Strategic Wealth
Missouri
$428K +$16.8K +256 +4%
CIC
699
Cutler Investment Counsel
Oregon
$428K
MAS
700
Madden Advisory Services
Florida
$426K -$5.65K -86 -1%