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Utilities Select Sector SPDR Fund

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
726
Institutional & Family Asset Management
Colorado
$79K +$44.6K +699 +130%
CAM
727
CenterStar Asset Management
Illinois
$76K -$220K
BWA
728
BDO Wealth Advisors
Florida
$74K +$50.8K +798 +219%
FP
729
Financial Perspectives
Minnesota
$71K +$69.9K +4,476 +6,304%
CFA
730
Carroll Financial Associates
North Carolina
$68K +$1.41K +22 +2%
MSFP
731
Mark Sheptoff Financial Planning
Connecticut
$66K
SSWG
732
Seven Springs Wealth Group
Tennessee
$66K
TCOV
733
Trust Company of Vermont
Vermont
$66K +$66K +1,025 New
FWM
734
Filbrandt Wealth Management
Wisconsin
$64K
TC
735
Tacita Capital
Ontario, Canada
$64K
HC
736
Hoese & Co
Minnesota
$63K +$63K +990 New
DSC
737
Duncker Streett & Co
Missouri
$59K -$51.6K -800 -47%
GAM
738
Gemmer Asset Management
California
$59K +$59K +926 New
AIM
739
Anchor Investment Management
South Carolina
$58.7K
FDCDDQ
740
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5K +$22.4K +350 +66%
APWA
741
Atlas Private Wealth Advisors
New Jersey
$56K +$6.27K +98 +13%
CFN
742
Cordasco Financial Network
Florida
$55K
MF
743
Manchester Financial
California
$53K +$956 +15 +2%
RG
744
Retirement Group
California
$52K +$6.6K +104 +15%
QCG
745
Quadrant Capital Group
Ohio
$52K +$13.6K +213 +36%
FCFS
746
First Command Financial Services
Texas
$52K +$40.8K +632 +363%
FCB
747
First Command Bank
Texas
$52K +$40.8K +632 +363%
EI
748
Ellevest Inc
New York
$51K +$12.9K +200 +34%
SQA
749
Simon Quick Advisors
New Jersey
$49K +$382 +6 +0.8%
EW
750
Evoke Wealth
California
$48K -$7.74K -121 -14%