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Utilities Select Sector SPDR Fund

1,144 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 387 increasing their positions, 395 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+84
Holders Change %
+7.92%
% of All Funds
16.77%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
215
Increased
387
Reduced
395
Closed
112
Calls
$1.16B
Puts
$1.95B
Net Calls
-$789M
Net Calls Change
-$633M
Name Holding Trade Value Shares
Change
Shares
Change %
ORC
801
O'Rourke & Company
Massachusetts
$282K +$282K +4,453 New
HBW
802
Hazlett, Burt & Watson
West Virginia
$281K +$63 +1 +0%
KIG
803
Kessler Investment Group
Indiana
$281K -$590K -9,321 -68%
IGGA
804
Iron Gate Global Advisors
Utah
$281K
WA
805
Waverly Advisors
Alabama
$280K -$36.2K -572 -11%
EA
806
Ellsworth Advisors
Ohio
$277K +$2.66K +42 +1%
AG
807
Ascent Group
Virginia
$275K -$4.27K -70 -2%
USB
808
Union Savings Bank
Connecticut
$275K -$13.4K -212 -5%
AIP
809
ARS Investment Partners
New York
$274K +$2.34K +37 +0.9%
AAMA
810
Advanced Asset Management Advisors
Ohio
$274K +$26.5K +418 +11%
LWA
811
Lowe Wealth Advisors
Maryland
$274K -$6.33K -100 -2%
XT
812
XTX Topco
Cayman Islands
$273K +$273K +4,310 New
ACM
813
Advance Capital Management
Michigan
$272K -$4.05K -64 -1%
HGERS
814
Householder Group Estate & Retirement Specialist
Arizona
$271K -$208K -3,290 -43%
VFA
815
Valeo Financial Advisors
Indiana
$270K +$11.3K +179 +4%
Betterment LLC
816
Betterment LLC
New York
$269K +$30.9K +487 +13%
WE
817
Wealth Effects
Massachusetts
$267K +$267K +4,222 New
BWM
818
BKM Wealth Management
Wisconsin
$267K +$267K +4,215 New
SJIM
819
St. Johns Investment Management
Florida
$267K +$25.3K +400 +10%
MC
820
Mathes Company
New York
$266K
WCF
821
West Coast Financial
California
$266K
MWM
822
Merriman Wealth Management
Washington
$266K +$19.7K +311 +8%
OP
823
ORG Partners
Indiana
$265K -$11K -173 -4%
IFWM
824
Institute for Wealth Management
Colorado
$264K -$8.8K -139 -3%
DP
825
Dearborn Partners
Illinois
$262K +$262K +4,137 New