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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 %
JGUA
776
John G. Ullman & Associates
New York
$534K -$7.57K -100 -1%
NRI
777
NFP Retirement Inc
California
$532K +$41.6K +549 +8%
CIM
778
Contravisory Investment Management
Massachusetts
$531K +$369K +4,875 +227%
CLOS
779
Compagnie Lombard Odier SCmA
Switzerland
$530K
OC
780
Oakworth Capital
Alabama
$529K -$8.02K -106 -1%
FSA
781
Fort Sheridan Advisors
Illinois
$528K
MAS
782
Madden Advisory Services
Florida
$528K -$984 -13 -0.2%
HAM
783
Harmony Asset Management
Arizona
$528K +$76.9K +1,016 +17%
LC
784
Luminist Capital
Michigan
$527K +$527K +6,968 New
PSIWM
785
Paradigm Strategies in Wealth Management
Minnesota
$525K -$4.54K -60 -0.9%
EWM
786
Empirical Wealth Management
Washington
$523K +$523K +6,904 New
SFC
787
Strategic Financial Concepts
Texas
$522K +$155K +2,049 +42%
EAM
788
Evanson Asset Management
California
$519K +$3.18K +42 +0.6%
KW
789
KWB Wealth
California
$519K +$519K +6,422 New
BCP
790
Berkeley Capital Partners
Georgia
$518K +$3.1K +41 +0.6%
VCP
791
Verus Capital Partners
Arizona
$512K +$147K +1,943 +40%
CAMG
792
CWA Asset Management Group
Florida
$508K +$508K +6,711 New
FDCDDQ
793
Federation des caisses Desjardins du Quebec
Quebec, Canada
$504K +$133K +1,758 +36%
JSAM
794
J. Safra Asset Management
New York
$503K -$37.4M -493,287 -99%
CTWM
795
Cherry Tree Wealth Management
Minnesota
$502K
SIA
796
SeaBridge Investment Advisors
New Jersey
$502K +$502K +6,629 New
M
797
MYeCFO
California
$500K
WCA
798
Westover Capital Advisors
Delaware
$500K
CWM
799
Chemistry Wealth Management
New York
$497K -$47.8K -632 -9%
FTWA
800
Fifth Third Wealth Advisors
Ohio
$494K +$116K +1,528 +31%