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Utilities Select Sector SPDR Fund

1,293 hedge funds and large institutions have $13.6B invested in Utilities Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 202 funds opening new positions, 505 increasing their positions, 398 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
+108
Holders Change %
+9.11%
% of All Funds
18.7%
Holding in Top 10
49
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+48.48%
% of All Funds
0.71%
New
202
Increased
505
Reduced
398
Closed
83
Calls
$1.1B
Puts
$3.47B
Net Calls
-$2.37B
Net Calls Change
-$1.86B
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1051
Evercore Wealth Management
New York
$210K +$210K +2,598 New
Nomura Asset Management
1052
Nomura Asset Management
Japan
$209K +$209K +2,593 New
BCWM
1053
Bartlett & Co Wealth Management
Ohio
$209K
GSEP
1054
Golden State Equity Partners
California
$209K -$36.2K -448 -15%
IA
1055
IAM Advisory
Pennsylvania
$208K +$208K +2,572 New
PWA
1056
Prairie Wealth Advisors
Nebraska
$208K +$208K +2,572 New
FNT
1057
First National Trust
Pennsylvania
$207K +$207K +2,561 New
4WM
1058
49 Wealth Management
Texas
$207K -$6.53M -80,848 -97%
BWA
1059
BlueChip Wealth Advisors
Georgia
$206K +$206K +2,556 New
OCM
1060
Orleans Capital Management
Louisiana
$206K +$206K +2,550 New
GWM
1061
Graybill Wealth Management
Illinois
$204K +$204K +2,526 New
AUB
1062
Atlantic Union Bankshares
Virginia
$204K -$59.1K -732 -23%
SCM
1063
Sebold Capital Management
Illinois
$203K +$203K +2,513 New
RG
1064
Rathbones Group
United Kingdom
$203K +$203K +2,508 New
FWCM
1065
Ferguson Wellman Capital Management
Oregon
$202K -$80.8K -1,000 -29%
CWM
1066
Cornerstone Wealth Management
Missouri
$200K +$200K +2,482 New
IBOK
1067
Independence Bank of Kentucky
Kentucky
$200K +$38.5K +476 +24%
AWM
1068
Activest Wealth Management
Florida
$196K +$129K +1,600 +195%
SL
1069
Salomon & Ludwin
Virginia
$194K
CA
1070
Crewe Advisors
Utah
$191K +$163K +2,020 +580%
EWM
1071
EPG Wealth Management
Georgia
$189K +$189K +2,344 New
LI
1072
LRI Investments
Florida
$189K -$79.5K -1,018 -30%
JWA
1073
JFS Wealth Advisors
Pennsylvania
$186K +$51.5K +637 +38%
CWM
1074
Cedar Wealth Management
California
$180K +$42.4K +525 +31%
UB
1075
UMB Bank
Missouri
$179K