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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 %
LFAS
701
Level Four Advisory Services
Texas
$421K
ST
702
Sageworth Trust
Pennsylvania
$418K -$18.6K -283 -4%
HI
703
Harper Investing
California
$416K +$416K +6,329 New
SCM
704
Spreng Capital Management
Ohio
$415K -$9.19K -140 -2%
RPCONE
705
Retirement Planning Company of New England
Rhode Island
$414K +$1.71K +26 +0.4%
LWM
706
Lodestone Wealth Management
Washington
$412K +$11.5K +175 +3%
OFS
707
Orrstown Financial Services
Pennsylvania
$412K +$65.7K +1,000 +19%
AWM
708
Aries Wealth Management
Maine
$411K -$101K -1,545 -20%
UCFA
709
United Capital Financial Advisors
Texas
$410K -$37.2K -566 -8%
Two Sigma Investments
710
Two Sigma Investments
New York
$407K -$1.68M -25,538 -80%
PVI
711
Pine Valley Investments
New Jersey
$404K -$21.6K -329 -5%
TNAM
712
Terra Nova Asset Management
New York
$401K +$401K +6,105 New
9WM
713
9258 Wealth Management
Ohio
$401K +$32K +488 +9%
FFA
714
Florida Financial Advisors
Florida
$401K +$23.5K +358 +6%
BBP
715
Banco BTG Pactual
Brazil
$400K -$2.87M -43,757 -88%
ARC
716
Advisor Resource Council
Texas
$398K -$1.98M -31,311 -83%
MMH
717
Menora Mivtachim Holdings
Israel
$394K -$1.35M -20,500 -77%
NFP
718
Narus Financial Partners
Utah
$386K -$7.09K -108 -2%
CFO
719
Colony Family Offices
North Carolina
$386K
MW
720
Marcum Wealth
Ohio
$385K +$142K +2,159 +58%
ICP
721
Interchange Capital Partners
Pennsylvania
$385K +$100K +1,510 +35%
ORC
722
O'Rourke & Company
Massachusetts
$383K +$90.9K +1,386 +31%
Empower Advisory Group
723
Empower Advisory Group
Colorado
$380K -$22.8K -348 -6%
SLC
724
Second Line Capital
Louisiana
$380K -$105K -1,605 -22%
JIR
725
James Investment Research
Ohio
$379K -$2.36K -36 -0.6%