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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 %
BFPW
926
BOK Financial Private Wealth
Colorado
$78K
BTI
927
Blue Trust Inc
Georgia
$78K -$124K -1,831 -61%
GWANC
928
Guardian Wealth Advisors (North Carolina)
North Carolina
$77.9K -$458 -7 -0.6%
Jones Financial Companies
929
Jones Financial Companies
Missouri
$77.5K +$6.22K +95 +9%
MFT
930
Moisand Fitzgerald Tamayo
Florida
$75.5K
JWA
931
JFS Wealth Advisors
Pennsylvania
$74K -$1.64K -25 -2%
CHA
932
Carmichael Hill & Associates
Maryland
$72.4K +$196 +3 +0.3%
MCM
933
Magnolia Capital Management
New York
$71K
DJSG
934
D.J. St. Germain
Massachusetts
$68.1K +$68.1K +1,041 New
UB
935
UMB Bank
Missouri
$66.4K
FMII
936
Farmers & Merchants Investments Inc
Nebraska
$66.3K
LFA
937
Level Financial Advisors
New York
$65.6K +$523 +8 +0.8%
AT
938
Avalon Trust
New Mexico
$65.4K
SF
939
Safeguard Financial
Wisconsin
$65K +$65K +1,000 New
HC
940
Hoese & Co
Minnesota
$64.8K
PIAS
941
PCA Investment Advisory Services
Ohio
$63.1K +$63.1K +964 New
AA
942
Addison Advisors
Vermont
$62.1K -$6.54K -100 -10%
IPW
943
Impact Partnership Wealth
Georgia
$61.9K +$61.9K +946 New
IF
944
Integrity Financial
Wyoming
$60.3K -$7.26K -111 -11%
LOIP
945
Live Oak Investment Partners
Texas
$57.7K
CWA
946
Clearview Wealth Advisors
Oregon
$57.4K -$7.53K -115 -12%
HCM
947
Highlander Capital Management
New Jersey
$56K
BFO
948
Biltmore Family Office
North Carolina
$52.4K
AIM
949
Anchor Investment Management
South Carolina
$52K
IBOK
950
Independence Bank of Kentucky
Kentucky
$51.2K