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Utilities Select Sector SPDR Fund

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
701
Sound Income Strategies
Florida
$18K
LWS
702
Lucia Wealth Services
California
$18K
ARMC
703
American Research & Management Company
Massachusetts
$18K
1832 Asset Management
704
1832 Asset Management
Ontario, Canada
$16K -$1.4M -23,989 -99%
LFG
705
LifePlan Financial Group
Ohio
$16K
GFPC
706
Global Financial Private Capital
Florida
$15K -$283K -4,710 -95%
SBL
707
Sargent Bickham Lagudis
Colorado
$15K
PGAM
708
Princeton Global Asset Management
New Jersey
$15K
VCM
709
Versant Capital Management
Arizona
$14K
KPCM
710
Kings Point Capital Management
New York
$13K +$61 +1 +0.5%
RFA
711
Reilly Financial Advisors
California
$12K
TL
712
TrueWealth LLC
Georgia
$12K
NPP
713
New Potomac Partners
Maryland
$12K
SFG
714
SevenBridge Financial Group
Pennsylvania
$11K +$2.18K +37 +25%
SQA
715
Simon Quick Advisors
New Jersey
$11K +$11K +184 New
FCMT
716
Founders Capital Management (Texas)
Texas
$10K
DWM
717
Doyle Wealth Management
Florida
$10K +$10K +170 New
MIM
718
Macroview Investment Management
Maryland
$9K
WAS
719
Winch Advisory Services
Wisconsin
$9K +$2.83K +45 +46%
MF
720
Manchester Financial
California
$9K +$9K +143 New
CI
721
CX Institutional
Indiana
$8K -$77.8K -1,332 -91%
LPWM
722
Lake Point Wealth Management
Texas
$8K
LFG
723
Larson Financial Group
Missouri
$8K +$58 +1 +0.7%
SWP
724
Strategic Wealth Partners
Ohio
$8K +$8K +150 New
KFS
725
Kelly Financial Services
Massachusetts
$7.45K