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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
BAM
1226
Byrne Asset Management
New Jersey
$31.6K +$1.11K +28 +3%
WWP
1227
WR Wealth Planners
Missouri
$31.4K
NP
1228
NorthRock Partners
Minnesota
$30.9K +$635 +16 +2%
MWM
1229
MGB Wealth Management
Texas
$30.3K
PB
1230
Pinnacle Bancorp
Nebraska
$30.3K
TCM
1231
TruNorth Capital Management
Michigan
$30.3K
API
1232
Asset Planning Inc
California
$29.5K +$31K +780 New
KIM
1233
Kestra Investment Management
Texas
$29.4K +$30.8K +776 New
KWAG
1234
Kiely Wealth Advisory Group
North Carolina
$29.1K
PCMC
1235
Private Capital Management (Colorado)
Colorado
$29.1K -$34.3K -864 -53%
JFA
1236
JNBA Financial Advisors
Minnesota
$29K
APW
1237
Acima Private Wealth
Virginia
$27.6K
PAG
1238
Paladin Advisory Group
Iowa
$27.4K
OLVIG
1239
Oliver Lagore Vanvalin Investment Group
Michigan
$27.2K -$182K -4,596 -86%
SAM
1240
Sherman Asset Management
California
$26.6K +$27.9K +704 New
MSG
1241
Main Street Group
Virginia
$26.4K
SAM
1242
Synergy Asset Management
Washington
$26.3K +$25.9K +652 New
SFCL
1243
Strengthening Families & Communities LLC
Massachusetts
$26K +$238 +6 +0.9%
CWC
1244
Carolinas Wealth Consulting
North Carolina
$25.7K +$79 +2 +0.3%
BC
1245
Belmont Capital
California
$25.7K +$12.4K +312 +85%
AFG
1246
Albion Financial Group
Utah
$25.6K
DCM
1247
Davis Capital Management
Florida
$25.1K
OWP
1248
ORG Wealth Partners
Texas
$25K
AEPWM
1249
Atlantic Edge Private Wealth Management
Florida
$24.2K
OHWP
1250
Oak Harbor Wealth Partners
North Carolina
$24.2K +$25.4K +640 New