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Utilities Select Sector SPDR Fund

1,060 hedge funds and large institutions have $11B invested in Utilities Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 354 increasing their positions, 420 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
-42
Holders Change %
-3.81%
% of All Funds
16.9%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.38%
New
104
Increased
354
Reduced
420
Closed
133
Calls
$1.13B
Puts
$1.28B
Net Calls
-$156M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
901
TD Private Client Wealth
New York
$60.6K -$29.8K -506 -33%
LOIP
902
Live Oak Investment Partners
Texas
$59.8K -$57.7K
UB
903
UMB Bank
Missouri
$59.8K
FMII
904
Farmers & Merchants Investments Inc
Nebraska
$59.7K
LFA
905
Level Financial Advisors
New York
$59K
AT
906
Avalon Trust
New Mexico
$58.9K
BWM
907
Baystate Wealth Management
Massachusetts
$58.7K +$55.6K +944 +1,815%
DJSG
908
D.J. St. Germain
Massachusetts
$58.4K -$2.95K -50 -5%
HC
909
Hoese & Co
Minnesota
$58.3K
AA
910
Addison Advisors
Vermont
$55.9K
OSAM
911
O'Shaughnessy Asset Management
Connecticut
$55.7K +$45.6K +773 +449%
HCM
912
Highlander Capital Management
New Jersey
$50K
BFO
913
Biltmore Family Office
North Carolina
$47.1K
FRA
914
Front Row Advisors
California
$42.9K
IPW
915
Impact Partnership Wealth
Georgia
$40.2K -$15.6K -264 -28%
DWA
916
Delos Wealth Advisors
Texas
$39.5K
FCMT
917
Founders Capital Management (Texas)
Texas
$39.5K
VWM
918
Valley Wealth Managers
New Jersey
$39.4K
IF
919
Integrity Financial
Wyoming
$38.8K -$15.4K -262 -28%
BBHC
920
Brown Brothers Harriman & Co
New York
$38.8K -$1.77K -30 -4%
PAG
921
Paladin Advisory Group
Iowa
$35.5K -$57.2K -971 -62%
SC
922
Stephens Consulting
Michigan
$35.1K
AA
923
Ancora Advisors
Ohio
$35K
Allspring Global Investments
924
Allspring Global Investments
North Carolina
$34.5K
FGAM
925
Financial Gravity Asset Management
Texas
$33.5K +$29.7K +502 +772%