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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 %
BSW
701
Buckingham Strategic Wealth
Missouri
$381K
GC
702
Grimes & Company
Massachusetts
$381K -$23.6K -348 -6%
MMA
703
Miracle Mile Advisors
California
$380K -$485K -7,159 -56%
AWM
704
Aries Wealth Management
Maine
$377K -$7.78K -115 -2%
NWA
705
Navis Wealth Advisors
New York
$376K +$14K +207 +4%
VWA
706
V Wealth Advisors
Kansas
$373K -$1.15K -17 -0.3%
MGIA
707
Moneta Group Investment Advisors
Missouri
$369K -$26.2K -387 -7%
TNB
708
Thomasville National Bank
Georgia
$368K
FUBT
709
First United Bank & Trust
Maryland
$367K -$7.11K -105 -2%
CIM
710
Contravisory Investment Management
Massachusetts
$365K -$183K -2,700 -33%
HPC
711
HM Payson & Co
Maine
$359K
Sumitomo Mitsui Trust Group
712
Sumitomo Mitsui Trust Group
Japan
$358K -$619K -9,143 -63%
BBA
713
BLB&B Advisors
Pennsylvania
$356K +$677 +10 +0.2%
NAM
714
NTV Asset Management
West Virginia
$355K
SP
715
Successful Portfolios
Florida
$353K -$66.8K -987 -16%
PWM
716
Palumbo Wealth Management
New York
$353K -$25.2K -372 -7%
DI
717
Diligent Investors
California
$352K
IAA
718
Ironsides Asset Advisors
North Carolina
$352K
VFA
719
Valeo Financial Advisors
Indiana
$351K +$53.3K +788 +18%
ST
720
Spinnaker Trust
Maine
$350K
RAG
721
RIA Advisory Group
Iowa
$350K +$350K +5,171 New
GAM
722
Grandview Asset Management
Pennsylvania
$350K +$2.03K +30 +0.6%
BFA
723
Beaumont Financial Advisors
Massachusetts
$345K -$9.34K -138 -3%
APP
724
Avantax Planning Partners
Iowa
$345K -$19K -280 -5%
CSIC
725
Clifford Swan Investment Counsel
California
$340K -$94.8K -1,400 -22%