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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 %
LWA
1126
Lowe Wealth Advisors
Maryland
$89.7K -$50.5K -625 -36%
BA
1127
Ballast Advisors
Minnesota
$88.9K -$1.21K -15 -1%
PCWA
1128
Pacific Capital Wealth Advisors
California
$84.7K
TCG
1129
Transcendent Capital Group
Oklahoma
$79.2K
SHIM
1130
Stone House Investment Management
Pennsylvania
$77.8K
AWM
1131
Abound Wealth Management
Tennessee
$77.3K -$3.23K -40 -4%
SNB
1132
Security National Bank
Nebraska
$76.3K
AIA
1133
Armor Investment Advisors
North Carolina
$75.5K
ORAM
1134
One River Asset Management
Connecticut
$75.2K +$75.2K +935 New
SC
1135
SouthState Corp
Florida
$72.2K +$2.67K +33 +4%
TIM
1136
Tortoise Investment Management
New York
$71.4K
AA
1137
Ancora Advisors
Ohio
$70.2K +$22.2K +275 +46%
S
1138
SignatureFD
Georgia
$68.1K +$12.8K +159 +23%
VWM
1139
Valley Wealth Managers
New Jersey
$67.5K -$3.88K -48 -5%
PCMC
1140
Private Capital Management (Colorado)
Colorado
$66K +$62.9K +779 +2,050%
ATC
1141
Adirondack Trust Company
New York
$65.4K -$6.22K -77 -9%
HC
1142
Hoese & Co
Minnesota
$64.6K -$15.3K -190 -19%
AA
1143
Addison Advisors
Vermont
$64.4K
FCMT
1144
Founders Capital Management (Texas)
Texas
$63.4K -$4.44K -55 -7%
C
1145
Covestor
United Kingdom
$63K +$21.6K +267 +52%
FFA
1146
Fairfield Financial Advisors
Massachusetts
$59.4K +$404 +5 +0.7%
BFO
1147
Biltmore Family Office
North Carolina
$59K
IF
1148
Integrity Financial
Wyoming
$55K +$1.78K +22 +3%
FCA
1149
FinTrust Capital Advisors
South Carolina
$53.7K +$81 +1 +0.2%
WAS
1150
Winch Advisory Services
Wisconsin
$52.5K +$17.3K +214 +49%