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Utilities Select Sector SPDR Fund

1,144 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 387 increasing their positions, 395 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+84
Holders Change %
+7.92%
% of All Funds
16.77%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.37%
New
215
Increased
387
Reduced
395
Closed
112
Calls
$1.16B
Puts
$1.95B
Net Calls
-$789M
Net Calls Change
-$633M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
976
Avalon Trust
New Mexico
$63.3K
HC
977
Hoese & Co
Minnesota
$62.1K
AA
978
Ancora Advisors
Ohio
$60.6K +$23K +363 +61%
AA
979
Addison Advisors
Vermont
$60.1K
FGAM
980
Financial Gravity Asset Management
Texas
$59.9K +$25.5K +419 +74%
FCMT
981
Founders Capital Management (Texas)
Texas
$59.8K +$17.4K +275 +41%
AIA
982
Armor Investment Advisors
North Carolina
$59.2K +$24.1K +380 +68%
WIA
983
Wetzel Investment Advisors
Indiana
$58K +$58K +911 New
RIL
984
Rothschild Investment LLC
Illinois
$57K +$57K +900 New
ATC
985
Adirondack Trust Company
New York
$55.1K -$10.4K -168 -16%
SC
986
SouthState Corp
Florida
$54.5K -$82.1K -1,297 -60%
HCM
987
Highlander Capital Management
New Jersey
$53.8K
BFO
988
Biltmore Family Office
North Carolina
$50.7K
FMII
989
Farmers & Merchants Investments Inc
Nebraska
$48.8K -$15.4K -243 -24%
GWMIA
990
Global Wealth Management Investment Advisory
Florida
$48.7K -$57.5K -908 -54%
EA
991
Evolution Advisers
Virginia
$44K +$44K +679 New
VWM
992
Valley Wealth Managers
New Jersey
$42.3K
IF
993
Integrity Financial
Wyoming
$41.7K
DWA
994
Delos Wealth Advisors
Texas
$39.8K
PAG
995
Paladin Advisory Group
Iowa
$38.2K
TCOV
996
Trust Company of Vermont
Vermont
$38K +$6.33K +100 +20%
SC
997
Stephens Consulting
Michigan
$37.7K
Allspring Global Investments
998
Allspring Global Investments
North Carolina
$37K
AWM
999
Avior Wealth Management
Nebraska
$35.8K -$43.3K -683 -55%
First Manhattan
1000
First Manhattan
New York
$35.7K +$21.7K +343 +155%