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Utilities Select Sector SPDR Fund

805 hedge funds and large institutions have $8.73B invested in Utilities Select Sector SPDR Fund in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 279 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+6
Holders Change %
+0.75%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
95
Increased
277
Reduced
279
Closed
77
Calls
$1.06B
Puts
$1.25B
Net Calls
-$183M
Net Calls Change
-$415M
Name Holding Trade Value Shares
Change
Shares
Change %
VDI
126
Vaughan David Investments
Illinois
$5.08M +$575K +9,684 +13%
JG
127
Jefferies Group
New York
$5.06M +$1.01M +17,059 +25%
Edgewood Management
128
Edgewood Management
Connecticut
$5.02M -$1.63M -27,375 -24%
MSU
129
Mizuho Securities USA
New York
$5M +$5M +84,229 New
JSAM
130
J. Safra Asset Management
New York
$4.83M -$34.7K -584 -0.7%
ACM
131
Ategra Capital Management
Virginia
$4.83M -$1.36M -22,919 -22%
MAFM
132
Mid Atlantic Financial Management
Pennsylvania
$4.81M -$1.06M -16,253 -18%
PI
133
Parkside Investments
Illinois
$4.77M +$180K +3,025 +4%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$4.75M +$1.57M +26,458 +50%
CIC
135
Carnegie Investment Counsel
Ohio
$4.69M -$205K -3,461 -4%
MCM
136
Murphy Capital Management
New Jersey
$4.6M +$193K +3,258 +4%
BWM
137
Biltmore Wealth Management
Arizona
$4.57M +$22.5K +398 +0.5%
KCM
138
Karp Capital Management
California
$4.56M +$4.56M +76,751 New
SPC
139
Sigma Planning Corp
Michigan
$4.52M -$1.39M -23,417 -24%
RCM
140
Redwood Capital Management
New York
$4.45M
TGAM
141
TBH Global Asset Management
Tennessee
$4.32M +$1.27M +21,419 +42%
TCWA
142
Ten Capital Wealth Advisors
Washington
$4.25M +$4.25M +71,570 New
SG
143
Swarthmore Group
Pennsylvania
$4.23M
DY
144
Dowling & Yahnke
California
$4.22M -$7.48K -126 -0.2%
IA
145
IFP Advisors
Florida
$4.16M +$3.58M +60,226 +618%
TAM
146
Trust Asset Management
Texas
$4.15M +$1.86M +31,301 +81%
RC
147
Roundview Capital
New Jersey
$4.11M -$188K -3,170 -4%
FSC
148
Full Sail Capital
Oklahoma
$4.08M +$67K +1,042 +2%
AA
149
AlphaMark Advisors
Kentucky
$3.88M -$183K -3,078 -4%
HF
150
HRT Financial
New York
$3.87M -$1.72M -29,007 -31%