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Utilities Select Sector SPDR Fund

1,351 hedge funds and large institutions have $12.8B invested in Utilities Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 474 increasing their positions, 459 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+58
Holders Change %
+4.49%
% of All Funds
17.98%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.57%
New
211
Increased
474
Reduced
459
Closed
128
Calls
$1.32B
Puts
$2.96B
Net Calls
-$1.64B
Net Calls Change
+$727M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
1151
Dunhill Financial
United Kingdom
$90.8K +$90.8K +1,200 New
EWM
1152
Evermay Wealth Management
Virginia
$90.5K -$4.54K -60 -5%
AIM
1153
Anchor Investment Management
South Carolina
$90.2K -$18.2K -241 -17%
KFGG
1154
Keystone Financial Group (Georgia)
Georgia
$89.9K +$89.9K +1,187 New
TPCW
1155
TD Private Client Wealth
New York
$89.5K -$4.84K -64 -5%
CFB
1156
Cullen/Frost Bankers
Texas
$89.5K -$26.9K -356 -23%
MFT
1157
Moisand Fitzgerald Tamayo
Florida
$87.3K
JWA
1158
JFS Wealth Advisors
Pennsylvania
$84.9K -$89.7K -1,185 -51%
Russell Investments Group
1159
Russell Investments Group
United Kingdom
$84.3K +$69.5K +918 +471%
BA
1160
Ballast Advisors
Minnesota
$83.3K
CFP
1161
Comprehensive Financial Planning
Pennsylvania
$82.5K +$82.5K +1,091 New
CTA
1162
Colonial Trust Advisors
South Carolina
$81.2K -$21.4K -283 -21%
EWM
1163
EPG Wealth Management
Georgia
$78.4K -$99K -1,308 -56%
EWA
1164
EverSource Wealth Advisors
Alabama
$78K +$39.9K +527 +105%
SC
1165
SouthState Corp
Florida
$75.7K +$8.02K +106 +12%
HIW
1166
Holos Integrated Wealth
Pennsylvania
$74K +$74K +978 New
PWA
1167
Physician Wealth Advisors
Utah
$73.1K +$73.1K +965 New
AWM
1168
Abound Wealth Management
Tennessee
$73K +$605 +8 +0.8%
SNB
1169
Security National Bank
Nebraska
$71.5K
LWA
1170
Lowe Wealth Advisors
Maryland
$70.8K -$13.2K -175 -16%
AIA
1171
Armor Investment Advisors
North Carolina
$70.8K
CSB
1172
City State Bank
Iowa
$70.8K +$28K +370 +65%
WWA
1173
Wingate Wealth Advisors
Massachusetts
$70.3K +$70.3K +928 New
TIM
1174
Tortoise Investment Management
New York
$66.9K
TCG
1175
Transcendent Capital Group
Oklahoma
$66K -$8.25K -109 -11%