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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.

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 Market Value Shares Shares
Change
Shares
Change %
DWMG
1026
DB Wealth Management Group
California
$15.8K 242
SWA
1027
SOA Wealth Advisors
New York
$15.2K 232 +2 +0.9%
GFPC
1028
Global Financial Private Client
Florida
$15.1K 229
VCM
1029
Vigilant Capital Management
Maine
$15K 232
PCMC
1030
Private Capital Management (Colorado)
Colorado
$14K 214 +39 +22%
BWL
1031
Bogart Wealth LLC
Virginia
$13.1K 200
CIA
1032
Choate Investment Advisors
Massachusetts
$13.1K 200
GFL
1033
Granite FO LLC
New Hampshire
$13.1K 200
BC
1034
Belmont Capital
California
$12K 183
RDFA
1035
Ritter Daniher Financial Advisory
Ohio
$11.8K 180
OSAM
1036
O'Shaughnessy Asset Management
Connecticut
$11.3K 172 +73 +74%
FSWA
1037
Financial Synergies Wealth Advisors
Texas
$11.2K 171
C
1038
Covestor
United Kingdom
$11K 168 -299 -64%
PP
1039
PrairieView Partners
Minnesota
$11K 178
WAS
1040
Winch Advisory Services
Wisconsin
$11K 161 +1 +0.6%
MIM
1041
Macroview Investment Management
Maryland
$11K 168 -13 -7%
SCA
1042
Stonebridge Capital Advisors
Minnesota
$10.9K 166 -572 -78%
HDIM
1043
Hanson & Doremus Investment Management
Vermont
$10K 150 -742 -83%
SIS
1044
Sound Income Strategies
Florida
$9.88K 151 -75 -33%
CT
1045
Colonial Trust
South Carolina
$9.82K 150 -550 -79%
CWA
1046
Core Wealth Advisors
Florida
$9.82K 150
MTIC
1047
Missouri Trust & Investment Company
Missouri
$9.82K 150 +150 New
RAM
1048
Riggs Asset Management
Pennsylvania
$9.61K 147 -427 -74%
AFS
1049
Annapolis Financial Services
Maryland
$9.42K 144 +144 New
CLOS
1050
Compagnie Lombard Odier SCmA
Switzerland
$9.29K 142