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Utilities Select Sector SPDR Fund

856 hedge funds and large institutions have $10.2B invested in Utilities Select Sector SPDR Fund in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 294 increasing their positions, 322 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-23
Holders Change %
-2.62%
% of All Funds
15.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
89
Increased
294
Reduced
322
Closed
101
Calls
$856M
Puts
$929M
Net Calls
-$72.7M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Shares
Change %
GSC
926
Ground Swell Capital
South Carolina
-$201K -3,213 Closed
BCM
927
Beaumont Capital Management
Massachusetts
-$201K -3,204 Closed
JIR
928
James Investment Research
Ohio
-$186K -2,968 Closed
DWA
929
Dougherty Wealth Advisers
Minnesota
-$180K -2,871 Closed
ICP
930
Interchange Capital Partners
Pennsylvania
-$117K -1,870 Closed
EA
931
Elm Advisors
California
-$90K -1,428 Closed
PCA
932
Providence Capital Advisors
North Carolina
-$75K -1,202 Closed
CYG
933
Clean Yield Group
Vermont
-$75K -1,200 Closed
PWM
934
Perigon Wealth Management
California
-$58K -932 Closed
BCA
935
Berman Capital Advisors
Georgia
-$57K -920 Closed
CFO
936
CVA Family Office
Colorado
-$57K -908 Closed
FCH
937
Freestone Capital Holdings
Washington
-$44.1K -704 Closed
WWM
938
Wolff Wiese Magana
California
-$44K -704 Closed
SIAG
939
Safeguard Investment Advisory Group
California
-$44K -703 Closed
Bank Julius Baer & Co
940
Bank Julius Baer & Co
Switzerland
-$39K -622 Closed
JAWM
941
J. Arnold Wealth Management
Ohio
-$31K -500 Closed
FPCG
942
Fort Pitt Capital Group
Pennsylvania
-$17K -265 Closed
CDIA
943
Capital Directions Investment Advisors
Georgia
-$15K -240 Closed
RPWA
944
Regent Peak Wealth Advisors
Georgia
-$12K -188 Closed
AWM
945
Avior Wealth Management
Nebraska
-$8K -137 Closed
RP
946
Rice Partnership
Hawaii
-$6K -100 Closed
TIAM2
947
Tru Independence Asset Management 2
Oregon
-$6K -100 Closed
BDWCC
948
B&D White Capital Company
Texas
-$5K -95 Closed
PWPS
949
Pinnacle Wealth Planning Services
Ohio
-$5K -78 Closed
PS
950
Planned Solutions
California
-$4K -62 Closed