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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 %
JEST
926
JTC Employer Solutions Trustee
Jersey
$81K
BFPW
927
BOK Financial Private Wealth
Colorado
$80.7K
JWA
928
JFS Wealth Advisors
Pennsylvania
$78.2K -$34.2K -505 -30%
MFT
929
Moisand Fitzgerald Tamayo
Florida
$78K
AWM
930
Activest Wealth Management
Florida
$76.4K -$241K -3,578 -76%
Bessemer Group
931
Bessemer Group
New Jersey
$75K -$82.9K -1,228 -53%
CHA
932
Carmichael Hill & Associates
Maryland
$74.7K -$5.14K -76 -6%
Jones Financial Companies
933
Jones Financial Companies
Missouri
$73.8K -$58K -857 -44%
MCM
934
Magnolia Capital Management
New York
$73K +$73K +1,085 New
AA
935
Addison Advisors
Vermont
$71K -$24.4K -361 -26%
IF
936
Integrity Financial
Wyoming
$69.9K -$1.96K -29 -3%
UB
937
UMB Bank
Missouri
$68.6K -$102K -1,500 -60%
FMII
938
Farmers & Merchants Investments Inc
Nebraska
$68.6K
QC
939
Quent Capital
New York
$67.7K +$67.7K +1,000 New
AT
940
Avalon Trust
New Mexico
$67.7K +$67.7K +1,000 New
CCM
941
Carderock Capital Management
Maryland
$67.7K +$67.7K +1,000 New
LFA
942
Level Financial Advisors
New York
$67.3K +$67.3K +994 New
CWA
943
Clearview Wealth Advisors
Oregon
$67.2K +$609 +9 +0.9%
HC
944
Hoese & Co
Minnesota
$64.4K
HDIM
945
Hanson & Doremus Investment Management
Vermont
$60K
TCM
946
Tradewinds Capital Management
Washington
$59.9K -$16.5M -243,052 -100%
HCM
947
Highlander Capital Management
New Jersey
$58K
FWM
948
Focused Wealth Management
New York
$57K -$21.4K -316 -27%
BFO
949
Biltmore Family Office
North Carolina
$54.2K
AIM
950
Anchor Investment Management
South Carolina
$53.8K