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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 %
AG
801
Ascent Group
Virginia
$276K -$20.2K -308 -7%
WCF
802
West Coast Financial
California
$276K
SQA
803
Simon Quick Advisors
New Jersey
$275K -$21.4K -326 -7%
SMC
804
Smith, Moore & Co
Missouri
$274K +$29.9K +455 +12%
HGERS
805
Householder Group Estate & Retirement Specialist
Arizona
$274K -$7.22K -110 -3%
CCG
806
Coastwise Capital Group
California
$274K +$21.5K +328 +9%
IFWM
807
Institute for Wealth Management
Colorado
$274K
BP
808
BBR Partners
New York
$272K +$272K +4,148 New
PCMC
809
Planning Capital Management Corporation
Pennsylvania
$271K +$152K +2,310 +127%
SDWMA
810
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K
GA
811
GFS Advisors
Texas
$269K -$98.3K -1,500 -27%
SAM
812
SignalPoint Asset Management
Missouri
$269K +$20.7K +315 +8%
KLCM
813
KG&L Capital Management
Louisiana
$268K +$10.2K +155 +4%
BCP
814
Berkeley Capital Partners
Georgia
$267K -$463K -7,050 -63%
HFA
815
High Falls Advisors
New York
$267K -$58.6K -892 -18%
FUBT
816
First United Bank & Trust
Maryland
$266K -$38.7K -590 -13%
LWA
817
Lowe Wealth Advisors
Maryland
$265K -$18.7K -285 -7%
PP
818
Pacifica Partners
Canada
$265K
NCM
819
Novare Capital Management
North Carolina
$265K -$128K -1,955 -33%
CKAIS
820
Christensen King & Associates Investment Services
Washington
$265K +$5.06K +77 +2%
TMWM
821
Taylor & Morgan Wealth Management
Michigan
$264K +$2.1K +32 +0.8%
PAI
822
Pittenger & Anderson Inc
Nebraska
$264K -$6.57K -100 -2%
WF
823
Warner Financial
Maryland
$263K +$43.7K +666 +20%
SW
824
SteelPeak Wealth
California
$263K -$30.7K -467 -10%
CTA
825
Chesley Taft & Associates
Illinois
$263K