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Utilities Select Sector SPDR Fund

1,109 hedge funds and large institutions have $8.87B invested in Utilities Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 401 increasing their positions, 429 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-35
Holders Change %
-3.06%
% of All Funds
16.08%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
112
Increased
401
Reduced
429
Closed
130
Calls
$1.17B
Puts
$2.15B
Net Calls
-$986M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
951
Avalon Trust
New Mexico
$65.7K
CFB
952
Cullen/Frost Bankers
Texas
$65.5K -$17K -259 -21%
AWM
953
Activest Wealth Management
Florida
$62K +$57.1K +870 +1,160%
SNB
954
Security National Bank
Nebraska
$62K +$62K +944 New
HC
955
Hoese & Co
Minnesota
$61.5K
AIA
956
Armor Investment Advisors
North Carolina
$61.4K
AA
957
Addison Advisors
Vermont
$60.9K -$1.44K -22 -2%
WIA
958
Wetzel Investment Advisors
Indiana
$58.7K
ATC
959
Adirondack Trust Company
New York
$58.2K
VWM
960
Valley Wealth Managers
New Jersey
$58K +$14.1K +215 +32%
FCMT
961
Founders Capital Management (Texas)
Texas
$57.1K -$4.92K -75 -8%
SC
962
SouthState Corp
Florida
$56.5K
OFG
963
Oxford Financial Group
Indiana
$52.9K -$19.5K -297 -27%
FGAM
964
Financial Gravity Asset Management
Texas
$52.7K -$12K -183 -19%
BFO
965
Biltmore Family Office
North Carolina
$52.5K
FMII
966
Farmers & Merchants Investments Inc
Nebraska
$50.6K
FRA
967
Front Row Advisors
California
$47.8K +$47.2K +719 +7,989%
BFPW
968
BOK Financial Private Wealth
Colorado
$45.4K -$32.9K -501 -42%
IF
969
Integrity Financial
Wyoming
$43.3K
AA
970
Ancora Advisors
Ohio
$41.9K -$20.9K -319 -33%
DWA
971
Delos Wealth Advisors
Texas
$41.2K
FCA
972
FinTrust Capital Advisors
South Carolina
$41.1K +$18.2K +277 +79%
JWA
973
JFS Wealth Advisors
Pennsylvania
$41K +$4.33K +66 +12%
BFP
974
Briaud Financial Planning
Texas
$41K +$41K +623 New
TCOV
975
Trust Company of Vermont
Vermont
$39.4K