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Utilities Select Sector SPDR Fund

1,102 hedge funds and large institutions have $12.1B invested in Utilities Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 373 increasing their positions, 422 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
+4
Holders Change %
+0.36%
% of All Funds
17.38%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.57%
New
113
Increased
373
Reduced
422
Closed
98
Calls
$595M
Puts
$917M
Net Calls
-$322M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
901
GPS Wealth Strategies Group
Colorado
$107K -$10.5K -160 -9%
RFA
902
Resurgent Financial Advisors
Georgia
$106K +$5.04K +77 +5%
HWP
903
Highline Wealth Partners
California
$105K
TAM
904
Townsend Asset Management
North Carolina
$104K +$393 +6 +0.4%
PAG
905
Paladin Advisory Group
Iowa
$103K
WP
906
WealthPLAN Partners
Nebraska
$102K
TPCW
907
TD Private Client Wealth
New York
$100K -$137K -2,101 -58%
WWM
908
Wolff Wiese Magana
California
$99.7K +$65 +1 +0.1%
SWA
909
Sutton Wealth Advisors
Florida
$99.1K
WIM
910
WealthPlan Investment Management
Nebraska
$98.2K
MA
911
MCF Advisors
Kentucky
$98.2K
FPFS
912
First Personal Financial Services
North Carolina
$96.5K
VAG
913
VisionPoint Advisory Group
Texas
$96.5K +$96.5K +1,475 New
CTA
914
Colonial Trust Advisors
South Carolina
$95.5K
HPIA
915
Hamilton Point Investment Advisors
North Carolina
$93.3K
CAS
916
Coppell Advisory Solutions
Texas
$89.8K +$89.8K +1,387 New
TIM
917
Tortoise Investment Management
New York
$87.1K
CFB
918
Cullen/Frost Bankers
Texas
$84.4K -$2.95K -45 -3%
OC
919
Oakworth Capital
Alabama
$83.6K -$17.8M -272,140 -100%
EWM
920
Evermay Wealth Management
Virginia
$82.1K
VC
921
Vestor Capital
Illinois
$81K
WWP
922
WR Wealth Planners
Missouri
$80.2K +$32.9K +502 +69%
POIA
923
Pin Oak Investment Advisors
Texas
$80K
JEST
924
JTC Employer Solutions Trustee
Jersey
$79K
CYG
925
Clean Yield Group
Vermont
$78.5K