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Utilities Select Sector SPDR Fund

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
926
Redwood Financial Network
Ohio
$330K +$36K +476 +12%
AA
927
Ancora Advisors
Ohio
$329K +$263K +3,475 +400%
BFA
928
Beaumont Financial Advisors
Massachusetts
$328K -$21.3K -282 -6%
APIM
929
Agate Pass Investment Management
Washington
$326K
BAAM
930
Baker Avenue Asset Management
California
$326K +$39.2K +518 +14%
LCWP
931
Legacy Capital Wealth Partners
Arkansas
$325K -$176K -2,328 -35%
WTC
932
WhitTier Trust Company
Nevada
$322K -$90.8K -1,200 -22%
CA
933
Clearstead Advisors
Ohio
$321K +$17.6K +232 +6%
TWM
934
Tolleson Wealth Management
Texas
$319K +$319K +4,213 New
ACP
935
Argyle Capital Partners
California
$319K +$319K +4,208 New
NFG
936
Nations Financial Group
Iowa
$318K +$23K +304 +8%
MC
937
Mathes Company
New York
$318K
WCF
938
West Coast Financial
California
$318K
SQA
939
Simon Quick Advisors
New Jersey
$318K +$605 +8 +0.2%
AWE
940
Avidian Wealth Enterprises
Texas
$316K -$1.74K -23 -0.5%
SP
941
Successful Portfolios
Florida
$315K
RA
942
Rockingstone Advisors
Massachusetts
$314K -$145K -1,910 -31%
BCP
943
Blue Chip Partners
Michigan
$313K +$72.2K +954 +30%
NAS
944
Nicolet Advisory Services
Wisconsin
$312K +$83.1K +1,100 +36%
MAM
945
MMA Asset Management
Pennsylvania
$312K -$718K -9,484 -70%
AF
946
Apollon Financial
South Carolina
$312K +$73.4K +970 +31%
BOJHT
947
Bank of Jackson Hole Trust
Wyoming
$310K +$310K +4,097 New
SAF
948
Smith Anglin Financial
Texas
$310K -$9.84K -130 -3%
SMC
949
Smith, Moore & Co
Missouri
$309K -$7.49K -99 -2%
RWM
950
Rialto Wealth Management
New York
$309K +$309K +4,084 New