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Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
901
PSI Advisors
Florida
$113K +$1.42K +21 +1%
HWP
902
Highline Wealth Partners
California
$108K
TAM
903
Townsend Asset Management
North Carolina
$108K +$2.71K +40 +3%
MPCG
904
Matrix Private Capital Group
New York
$107K -$593K -8,759 -85%
PAG
905
Paladin Advisory Group
Iowa
$107K +$107K +1,574 New
WP
906
WealthPLAN Partners
Nebraska
$106K -$102K -1,500 -49%
RFA
907
Resurgent Financial Advisors
Georgia
$104K +$69.5K +1,026 +199%
WWM
908
Wolff Wiese Magana
California
$103K
SWA
909
Sutton Wealth Advisors
Florida
$103K
WIM
910
WealthPlan Investment Management
Nebraska
$102K -$106K -1,562 -51%
MA
911
MCF Advisors
Kentucky
$102K
FPFS
912
First Personal Financial Services
North Carolina
$99.8K
CTA
913
Colonial Trust Advisors
South Carolina
$98.8K
FFA
914
Founders Financial Alliance
North Carolina
$97.6K +$4.81K +71 +5%
HPIA
915
Hamilton Point Investment Advisors
North Carolina
$96.5K +$96.5K +1,425 New
EL
916
EMFO LLC
Florida
$94.8K -$20.3K -300 -18%
CFB
917
Cullen/Frost Bankers
Texas
$90.3K -$13.5K -199 -13%
TIM
918
Tortoise Investment Management
New York
$90.1K
EWM
919
Evermay Wealth Management
Virginia
$85K +$677 +10 +0.8%
POIA
920
Pin Oak Investment Advisors
Texas
$83K
VC
921
Vestor Capital
Illinois
$83K
TCWA
922
Ten Capital Wealth Advisors
Washington
$81.8K -$23.7K -350 -22%
CYG
923
Clean Yield Group
Vermont
$81.2K
AIP
924
Ahrens Investment Partners
Louisiana
$81.2K +$81.2K +1,200 New
GWANC
925
Guardian Wealth Advisors (North Carolina)
North Carolina
$81.1K +$1.49K +22 +2%