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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 %
PIWA
801
Prevail Innovative Wealth Advisors
Kansas
$490K +$490K +6,479 New
LFAS
802
Level Four Advisory Services
Texas
$490K -$384K -5,072 -44%
DLHL
803
Donald L. Hagan LLC
Florida
$488K -$118K -1,558 -19%
CA
804
Claro Advisors
Massachusetts
$487K +$173K +2,281 +55%
SS
805
SBI Securities
Japan
$485K +$485K +6,412 New
NFP
806
Narus Financial Partners
Utah
$480K -$38.1K -503 -7%
CIC
807
Cutler Investment Counsel
Oregon
$478K
PD
808
Planning Directions
Pennsylvania
$476K -$30.8K -407 -6%
ST
809
Sageworth Trust
Pennsylvania
$476K
UFA
810
Uptown Financial Advisors
Texas
$475K +$475K +6,270 New
GS
811
GWN Securities
Florida
$475K +$475K +5,971 New
SAM
812
Strategy Asset Managers
California
$469K +$469K +6,194 New
RPCONE
813
Retirement Planning Company of New England
Rhode Island
$469K +$1.14K +15 +0.2%
IMC
814
Investment Management Corporation
Virginia
$468K +$468K +6,189 New
GC
815
Grimes & Company
Massachusetts
$465K +$2.88K +38 +0.6%
BBA
816
BLB&B Advisors
Pennsylvania
$453K +$168K +2,218 +59%
ATS
817
Ashton Thomas Securities
New York
$452K -$356K -4,698 -44%
AF
818
Alerus Financial
North Dakota
$450K -$2.61M -34,530 -85%
TA
819
TrueWealth Advisors
Alabama
$450K -$209K -2,763 -32%
TP
820
Tranquility Partners
Tennessee
$449K -$262K -3,466 -37%
HWM
821
HB Wealth Management
Georgia
$446K +$1.21K +16 +0.3%
TCA
822
Transcend Capital Advisors
New Jersey
$446K -$1.5M -19,856 -77%
CFO
823
Colony Family Offices
North Carolina
$445K
AWP
824
Axis Wealth Partners
Rhode Island
$444K +$444K +5,870 New
BIA
825
Barry Investment Advisors
Massachusetts
$442K -$10.2K -135 -2%