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State Street Utilities Select Sector SPDR ETF

1,359 hedge funds and large institutions have $12.8B invested in State Street Utilities Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 477 increasing their positions, 462 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 213 | Existing positions closed: 129

5% more funds holding

Funds holding: 1,3001,359 (+59)

3% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 462

6% less capital invested

Capital invested by funds: $13.6B → $12.8B (-$837M)

12% less funds holding in top 10

Funds holding in top 10: 4943 (-6)

21.84% less ownership

Funds ownership: 158.08%136.24% (-22%)

55% less call options, than puts

Call options by funds: $1.32B | Put options by funds: $2.96B

Holders
1,359
Holders Change
+59
Holders Change %
+4.54%
% of All Funds
17.9%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
213
Increased
477
Reduced
462
Closed
129
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1051
SkyOak Wealth
Michigan
$232K +$244K +6,138 New
TSMHT
1052
Thurston Springer Miller Herd & Titak
Indiana
$232K +$25K +630 +11%
SGK
1053
Steigerwald Gordon & Koch
Virginia
$232K
CPA
1054
Cardiff Park Advisors
California
$232K
HA
1055
Helium Advisors
Washington
$232K +$243K +6,120 New
GCA
1056
Gradient Capital Advisors
California
$231K
GAG
1057
GM Advisory Group
New York
$230K +$242K +6,086 New
LA
1058
Legacy Advisors
Pennsylvania
$230K +$241K +6,080 New
PP
1059
Pacifica Partners
Canada
$228K -$794 -20 -0.3%
HR
1060
Howe & Rusling
New York
$228K +$29K +730 +14%
FNFDCM
1061
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K
VAG
1062
VisionPoint Advisory Group
Texas
$227K -$65.2K -1,642 -22%
WAM
1063
Worth Asset Management
Texas
$226K -$217K -5,464 -48%
FB
1064
Fulton Bank
Pennsylvania
$224K +$4.05K +102 +2%
SDWMA
1065
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K -$90.9K -2,290 -28%
GC
1066
Garde Capital
Washington
$223K +$75.4K +1,900 +48%
Twin Tree Management
1067
Twin Tree Management
Texas
$223K +$234K +5,892 New
PPWM
1068
Perissos Private Wealth Management
Oklahoma
$222K
OSNBOA
1069
Old Second National Bank of Aurora
Illinois
$222K
LP
1070
LGL Partners
Pennsylvania
$221K -$10K -252 -4%
HOWA
1071
Heritage Oak Wealth Advisors
Florida
$220K -$2.21M -55,798 -91%
AL
1072
Aspiriant LLC
California
$220K
SJIM
1073
St. Johns Investment Management
Florida
$219K +$61.7K +1,554 +37%
HGA
1074
Hobbs Group Advisors
South Carolina
$219K -$3.49K -88 -1%
IC
1075
IEQ Capital
California
$219K +$1.82K +46 +0.8%