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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
BCWM
1101
Bartlett & Co Wealth Management
Ohio
$196K
IBOK
1102
Independence Bank of Kentucky
Kentucky
$196K +$8.97K +226 +5%
FWM
1103
FLP Wealth Management
Arkansas
$191K +$200K +5,038 New
OA
1104
Operose Advisors
Wisconsin
$189K +$198K +5,000 New
HWP
1105
Highline Wealth Partners
California
$186K +$43.7K +1,100 +29%
AAP
1106
Arax Advisory Partners
Colorado
$186K +$25.3K +638 +15%
SL
1107
Salomon & Ludwin
Virginia
$185K +$3.33K +84 +2%
SPF
1108
South Plains Financial
Texas
$184K +$193K +4,854 New
LI
1109
LRI Investments
Florida
$183K
CA
1110
Crewe Advisors
Utah
$179K
ANBT
1111
American National Bank & Trust
Texas
$177K -$29.4K -740 -14%
CT
1112
Caldwell Trust
Florida
$172K -$56.9K -1,434 -24%
HPC
1113
HM Payson & Co
Maine
$168K +$73.7K +1,856 +72%
CM
1114
Crestline Management
Texas
$167K +$175K +4,400 New
PCFFS
1115
Pacific Center for Financial Services
California
$162K
FWA
1116
Flagship Wealth Advisors
Massachusetts
$162K +$169K +4,270 New
RFA
1117
Register Financial Advisors
Georgia
$161K +$8.89K +224 +6%
CNBTD
1118
Citizens National Bank Trust Department
Mississippi
$159K -$7.94K -200 -5%
LFA
1119
LGT Financial Advisors
Texas
$158K +$1.35K +34 +0.8%
CTB
1120
Country Trust Bank
Illinois
$157K +$48.5K +1,222 +42%
AG
1121
AmeriFlex Group
Nevada
$157K +$160K +4,042 New
UB
1122
UMB Bank
Missouri
$157K -$10.6K -266 -6%
POIA
1123
Pin Oak Investment Advisors
Texas
$157K
MMCM
1124
Murphy & Mullick Capital Management
New York
$156K +$163K +4,112 New
MA
1125
MCF Advisors
Kentucky
$154K