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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
RWP
1451
Ridgecrest Wealth Partners
California
-$212K -5,240 Closed
CMAI
1452
Capital Management Associates Inc
Minnesota
-$211K -5,234 Closed
MTWSIF
1453
Mivtachim The Workers Social Insurance Fund
Israel
-$210K -5,200 Closed
EWM
1454
Evercore Wealth Management
New York
-$210K -5,196 Closed
GSEP
1455
Golden State Equity Partners
California
-$209K -5,178 Closed
IA
1456
IAM Advisory
Pennsylvania
-$208K -5,144 Closed
PWA
1457
Prairie Wealth Advisors
Nebraska
-$208K -5,144 Closed
FNT
1458
First National Trust
Pennsylvania
-$207K -5,122 Closed
4WM
1459
49 Wealth Management
Texas
-$207K -5,118 Closed
BWA
1460
BlueChip Wealth Advisors
Georgia
-$206K -5,112 Closed
OCM
1461
Orleans Capital Management
Louisiana
-$206K -5,100 Closed
AUB
1462
Atlantic Union Bankshares
Virginia
-$204K -5,042 Closed
SCM
1463
Sebold Capital Management
Illinois
-$203K -5,026 Closed
RG
1464
Rathbones Group
United Kingdom
-$203K -5,016 Closed
FWCM
1465
Ferguson Wellman Capital Management
Oregon
-$202K -5,012 Closed
CWM
1466
Cornerstone Wealth Management
Missouri
-$200K -4,964 Closed
CWM
1467
Cedar Wealth Management
California
-$180K -4,450 Closed
AP
1468
Advisors Preferred
Maryland
-$115K -2,826 Closed
CPM
1469
Connective Portfolio Management
New York
-$1.15M -2,200 Closed
PCWA
1470
Pacific Capital Wealth Advisors
California
-$84.7K -2,096 Closed
SHIM
1471
Stone House Investment Management
Pennsylvania
-$77.8K -1,926 Closed
WI
1472
Wintrust Investments
Illinois
-$42K -1,060 Closed
CPA
1473
Clear Point Advisors
New York
-$36.6K -906 Closed
FWP
1474
FAS Wealth Partners
Kansas
-$32.8K -812 Closed
MAM
1475
Marquette Asset Management
Minnesota
-$32.7K -810 Closed