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Utilities Select Sector SPDR Fund

1,185 hedge funds and large institutions have $10.4B invested in Utilities Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 433 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+76
Holders Change %
+6.85%
% of All Funds
17.24%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.48%
New
178
Increased
433
Reduced
397
Closed
86
Calls
$1.47B
Puts
$1.98B
Net Calls
-$506M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Shares
Change %
TCG
1026
Transcendent Capital Group
Oklahoma
$66.8K +$66.8K +981 New
Macquarie Group
1027
Macquarie Group
Australia
$66K +$66K +969 New
SHIM
1028
Stone House Investment Management
Pennsylvania
$65.6K +$31.4K +461 +92%
SNB
1029
Security National Bank
Nebraska
$64.3K
AIA
1030
Armor Investment Advisors
North Carolina
$63.7K
ATC
1031
Adirondack Trust Company
New York
$60.4K
TIM
1032
Tortoise Investment Management
New York
$60.2K -$10.2K -150 -15%
VWM
1033
Valley Wealth Managers
New Jersey
$60.2K
WIA
1034
Wetzel Investment Advisors
Indiana
$59.8K
SC
1035
SouthState Corp
Florida
$58.7K
FCMT
1036
Founders Capital Management (Texas)
Texas
$57.2K -$2.04K -30 -3%
AWM
1037
Activest Wealth Management
Florida
$55.9K -$8.45K -124 -13%
AA
1038
Addison Advisors
Vermont
$54.3K -$8.86K -130 -14%
FGAM
1039
Financial Gravity Asset Management
Texas
$52.9K -$1.77K -26 -3%
FFA
1040
Fairfield Financial Advisors
Massachusetts
$49.8K +$49.8K +731 New
BFO
1041
Biltmore Family Office
North Carolina
$49.7K -$4.77K -70 -9%
OC
1042
Oakworth Capital
Alabama
$49.4K +$42.2K +619 +584%
BFPW
1043
BOK Financial Private Wealth
Colorado
$49.1K +$1.98K +29 +4%
CHA
1044
Carmichael Hill & Associates
Maryland
$47.1K -$29K -425 -38%
S
1045
SignatureFD
Georgia
$46.6K -$99K -1,453 -68%
FCA
1046
FinTrust Capital Advisors
South Carolina
$45.3K +$2.59K +38 +6%
IF
1047
Integrity Financial
Wyoming
$44.9K
DWA
1048
Delos Wealth Advisors
Texas
$42.8K
PPA
1049
Painted Porch Advisors
California
$42.5K +$42.5K +623 New
BFP
1050
Briaud Financial Planning
Texas
$42K