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Utilities Select Sector SPDR Fund

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
751
Windsor Capital Management
Arizona
$587K -$2.95K -39 -0.5%
MGIA
752
Moneta Group Investment Advisors
Missouri
$585K +$73.9K +976 +14%
FI
753
Fosun International
China
$583K +$583K +7,700 New
PS
754
Principal Securities
Iowa
$582K -$320K -4,228 -35%
KWA
755
Kingswood Wealth Advisors
California
$578K +$199K +2,630 +52%
MCM
756
Maple Capital Management
Vermont
$578K +$8.55K +113 +2%
KWM
757
Keebeck Wealth Management
Illinois
$578K
TW
758
Transform Wealth
Colorado
$578K -$84.2K -1,112 -13%
UF
759
Univest Financial
Pennsylvania
$576K +$290K +3,828 +101%
KWS
760
Keystone Wealth Services
California
$574K +$118K +1,563 +26%
CPIG
761
Chicago Partners Investment Group
Illinois
$570K
PBK
762
Peoples Bank (Kansas)
Kansas
$569K
DP
763
Dearborn Partners
Illinois
$567K
RCAG
764
Rehmann Capital Advisory Group
Michigan
$563K +$2.57K +34 +0.5%
VWA
765
Visionary Wealth Advisors
Illinois
$563K -$901K -11,900 -62%
WA
766
WealthTrust Axiom
Pennsylvania
$557K -$1.21K -16 -0.2%
CIS
767
Custom Index Systems
New York
$552K +$10.5K +139 +2%
VCA
768
Verdence Capital Advisors
Maryland
$550K +$213K +2,818 +63%
SFG
769
Sovereign Financial Group
Connecticut
$547K -$6.51K -86 -1%
SA
770
Sovran Advisors
California
$547K +$547K +7,224 New
VWM
771
Vigilare Wealth Management
Arizona
$545K -$61.2K -809 -10%
HGERS
772
Householder Group Estate & Retirement Specialist
Arizona
$542K -$54.5K -721 -9%
KIG
773
Kessler Investment Group
Indiana
$541K +$14.4K +190 +3%
BOM
774
Bank of Marin
California
$539K +$1.82K +24 +0.3%
SYBT
775
Stock Yards Bank & Trust
Kentucky
$537K -$54.9K -725 -9%