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Utilities Select Sector SPDR Fund

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
726
Simon Quick Advisors
New Jersey
$279K +$279K +4,737 New
AG
727
Ascent Group
Virginia
$275K -$448K -7,462 -62%
FIA
728
Foundations Investment Advisors
Arizona
$274K -$778K -13,199 -74%
CL
729
COWA LLC
Oklahoma
$274K -$53.6K -909 -16%
LA
730
LexAurum Advisors
Kansas
$273K -$12.6K -213 -4%
APP
731
Avantax Planning Partners
Iowa
$271K -$28.9K -491 -10%
SL
732
SWMG LLC
Texas
$268K +$268K +4,556 New
USB
733
Union Savings Bank
Connecticut
$268K
HPC
734
HM Payson & Co
Maine
$268K
PFA
735
Pettinga Financial Advisors
Indiana
$267K +$267K +4,535 New
TCM
736
Triumph Capital Management
Colorado
$266K +$24.7K +419 +10%
OWA
737
Outlook Wealth Advisors
Texas
$266K +$9.43K +160 +4%
H
738
HoyleCohen
California
$266K +$17K +289 +7%
HSA
739
HBK Sorce Advisory
Pennsylvania
$265K -$255K -4,322 -49%
SW
740
SteelPeak Wealth
California
$265K -$15.7K -267 -6%
HBW
741
Hazlett, Burt & Watson
West Virginia
$262K +$7.68K +130 +3%
IGGA
742
Iron Gate Global Advisors
Utah
$261K
LWA
743
Lowe Wealth Advisors
Maryland
$261K -$30.3K -515 -10%
MWAM
744
Manhattan West Asset Management
California
$260K +$260K +4,519 New
ICP
745
Interchange Capital Partners
Pennsylvania
$259K -$72.3K -2,106 -22%
ACM
746
Advance Capital Management
Michigan
$257K +$3.77K +64 +1%
OP
747
ORG Partners
Indiana
$257K -$556K -9,438 -68%
PWP
748
Phillips Wealth Planners
Mississippi
$256K -$217K -3,703 -46%
FIC
749
Family Investment Center
Missouri
$255K -$153K -2,600 -38%
EA
750
Ellsworth Advisors
Ohio
$254K +$2.05K +35 +0.8%