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Utilities Select Sector SPDR Fund

1,185 hedge funds and large institutions have $10.4B invested in Utilities Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 433 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+76
Holders Change %
+6.85%
% of All Funds
17.24%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.48%
New
178
Increased
433
Reduced
397
Closed
86
Calls
$1.47B
Puts
$1.98B
Net Calls
-$506M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Shares
Change %
IGGA
851
Iron Gate Global Advisors
Utah
$297K -$4.7K -69 -2%
GT
852
Glenview Trust
Kentucky
$296K +$296K +4,348 New
MWM
853
Merriman Wealth Management
Washington
$293K
BCP
854
Berkeley Capital Partners
Georgia
$292K +$14.9K +219 +5%
CAG
855
Crestwood Advisors Group
Massachusetts
$291K -$18.7K -275 -6%
VCP
856
Verus Capital Partners
Arizona
$289K +$33.9K +497 +13%
AWM
857
Aries Wealth Management
Maine
$289K -$138K -2,020 -32%
DWS
858
Dynamic Wealth Strategies
California
$287K +$128K +1,880 +81%
WCF
859
West Coast Financial
California
$286K
MC
860
Mathes Company
New York
$286K
SQA
861
Simon Quick Advisors
New Jersey
$285K +$136 +2 +0%
JSW
862
Journey Strategic Wealth
New Jersey
$285K +$285K +4,185 New
YIA
863
YHB Investment Advisors
Connecticut
$283K -$59K -866 -17%
BWM
864
Buska Wealth Management
Wisconsin
$281K -$365K -5,355 -56%
LCWP
865
Legacy Capital Wealth Partners
Arkansas
$280K +$280K +4,116 New
SDWMA
866
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K
VFG
867
V2 Financial group
Illinois
$279K
PCMC
868
Planning Capital Management Corporation
Pennsylvania
$278K -$4.09K -60 -1%
FDCDDQ
869
Federation des caisses Desjardins du Quebec
Quebec, Canada
$277K +$6.75K +99 +2%
WF
870
Warner Financial
Maryland
$275K +$2.18K +32 +0.8%
CA
871
Clearstead Advisors
Ohio
$275K +$2.32K +34 +0.8%
CKAIS
872
Christensen King & Associates Investment Services
Washington
$275K
SP
873
Successful Portfolios
Florida
$274K -$27.3K -400 -9%
PAI
874
Pittenger & Anderson Inc
Nebraska
$274K
IFWM
875
Institute for Wealth Management
Colorado
$273K -$10.9K -160 -4%