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Utilities Select Sector SPDR Fund

1,102 hedge funds and large institutions have $12.1B invested in Utilities Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 373 increasing their positions, 422 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
+4
Holders Change %
+0.36%
% of All Funds
17.38%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.57%
New
113
Increased
373
Reduced
422
Closed
98
Calls
$595M
Puts
$917M
Net Calls
-$322M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
701
NTV Asset Management
West Virginia
$344K
VCP
702
Verus Capital Partners
Arizona
$343K -$58.3K -891 -15%
GAM
703
Grandview Asset Management
Pennsylvania
$343K +$4.71K +72 +1%
MGIA
704
Moneta Group Investment Advisors
Missouri
$341K -$15.4K -236 -4%
DI
705
Diligent Investors
California
$340K
ST
706
Spinnaker Trust
Maine
$338K
RAG
707
RIA Advisory Group
Iowa
$338K
BFWA
708
Benchmark Financial Wealth Advisors
Florida
$338K +$338K +5,170 New
VWA
709
V Wealth Advisors
Kansas
$338K -$22.7K -347 -6%
WCG
710
Wall Capital Group
Arizona
$337K +$11.8K +176 +4%
Sumitomo Mitsui Trust Group
711
Sumitomo Mitsui Trust Group
Japan
$335K -$10.9K -166 -3%
FPCP
712
Fort Point Capital Partners
California
$335K -$2.63M -40,218 -89%
AWM
713
Avior Wealth Management
Nebraska
$334K -$72.2K -1,104 -18%
APP
714
Avantax Planning Partners
Iowa
$333K
HWAM
715
Hennion & Walsh Asset Management
New Jersey
$331K +$331K +5,062 New
PFA
716
Petra Financial Advisors
Colorado
$331K -$456K -6,970 -58%
PA
717
Pinnacle Associates
New York
$330K +$5.82K +89 +2%
CSIC
718
Clifford Swan Investment Counsel
California
$328K
WA
719
Waverly Advisors
Alabama
$326K +$26.6K +406 +9%
CIM
720
Contravisory Investment Management
Massachusetts
$326K -$26.7K -408 -8%
BBA
721
BLB&B Advisors
Pennsylvania
$325K -$18.8K -287 -5%
HWP
722
Heritage Wealth Partners
Ohio
$325K +$325K +4,963 New
LWA
723
Lowe Wealth Advisors
Maryland
$323K -$148K -2,255 -31%
BFA
724
Beaumont Financial Advisors
Massachusetts
$322K -$11K -168 -3%
ATFA
725
All Terrain Financial Advisors
Minnesota
$322K +$589 +9 +0.2%