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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
16.08%
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 %
FWCM
851
Ferguson Wellman Capital Management
Oregon
$237K -$8.37M -127,514 -97%
BCWM
852
Bartlett & Co Wealth Management
Ohio
$235K -$1.3M -19,797 -85%
RFN
853
Redwood Financial Network
Ohio
$233K +$15.7K +239 +7%
RWB
854
RMR Wealth Builders
New Jersey
$233K +$233K +3,543 New
WE
855
Wealth Effects
Massachusetts
$233K -$44.6K -679 -16%
RIG
856
RiverFront Investment Group
Virginia
$231K -$15.1K -230 -6%
SS
857
Sunbelt Securities
Texas
$231K -$4.73K -72 -2%
TPW
858
Transatlantique Private Wealth
New York
$230K
NJIM
859
Nabity-Jensen Investment Management
Nebraska
$229K
ACM
860
Advance Capital Management
Michigan
$229K -$52.9K -806 -19%
CB
861
Community Bank
New York
$228K -$5.71K -87 -2%
SCM
862
Sebold Capital Management
Illinois
$228K
LI
863
LRI Investments
Florida
$226K +$226K +3,442 New
AFAS
864
Acorn Financial Advisory Services
Virginia
$225K -$35.8K -545 -14%
AUB
865
Atlantic Union Bankshares
Virginia
$224K -$299K -4,558 -57%
ZCM
866
Ziegler Capital Management
Illinois
$222K
OPPS
867
Obsidian Personal Planning Solutions
Maryland
$219K +$219K +3,275 New
NAM
868
NTV Asset Management
West Virginia
$218K -$126K -1,925 -37%
SL
869
Salomon & Ludwin
Virginia
$218K -$346K -5,268 -61%
RWM
870
Ritholtz Wealth Management
New York
$217K -$146K -2,225 -40%
BJL
871
Brighton Jones LLC
Washington
$216K -$14.3K -218 -6%
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$216K +$216K +3,285 New
GA
873
Goldstein Advisors
Wisconsin
$214K
NB
874
Nicolet Bankshares
Wisconsin
$212K
ERIM
875
Eagle Ridge Investment Management
Connecticut
$212K