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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 %
EFA
751
Evernest Financial Advisors
Indiana
$345K -$5.95K -91 -2%
FCBT
752
First Citizens Bank & Trust
North Carolina
$343K +$343K +5,225 New
PMG
753
ProVise Management Group
Florida
$343K +$41.2K +627 +14%
CWM
754
Chemistry Wealth Management
New York
$341K +$341K +5,198 New
ST
755
Spinnaker Trust
Maine
$338K
QL
756
Quarry LP
New York
$335K +$335K +5,108 New
ISL
757
Ingalls & Snyder LLC
New York
$333K -$11.5K -176 -3%
HWAM
758
Hennion & Walsh Asset Management
New Jersey
$332K
H
759
HoyleCohen
California
$332K +$11.1K +169 +3%
PG
760
Patten Group
Tennessee
$332K -$31.6K -482 -9%
AWM
761
Alterna Wealth Management
Texas
$332K +$75.7K +1,153 +30%
YIA
762
YHB Investment Advisors
Connecticut
$329K -$142K -2,167 -30%
CSIC
763
Clifford Swan Investment Counsel
California
$329K
OIS
764
Okabena Investment Services
Minnesota
$328K
RAG
765
RIA Advisory Group
Iowa
$325K +$325K +4,955 New
ATFA
766
All Terrain Financial Advisors
Minnesota
$325K +$656 +10 +0.2%
HAS
767
HBW Advisory Services
California
$321K
MAWAG
768
Mid-American Wealth Advisory Group
Missouri
$321K -$98.9K -1,507 -24%
EGA
769
E&G Advisors
Texas
$321K -$110K -1,670 -25%
PT
770
Plimoth Trust
Massachusetts
$320K -$38.7K -589 -11%
JCM
771
Jacobi Capital Management
Pennsylvania
$320K -$709K -10,798 -69%
PFA
772
Petra Financial Advisors
Colorado
$318K
BBA
773
BLB&B Advisors
Pennsylvania
$317K -$9.13K -139 -3%
GWM
774
GSB Wealth Management
Connecticut
$316K -$200K -3,040 -39%
BFA
775
Beaumont Financial Advisors
Massachusetts
$315K -$2.43K -37 -0.8%