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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
KL
151
KWMG LLC
Kansas
$8.1M -$74.5K -1,878 -0.9%
USCWA
152
U.S. Capital Wealth Advisors
Texas
$8.02M +$9.84K +248 +0.1%
CWM
153
Cordatus Wealth Management
Pennsylvania
$7.87M +$5.58M +140,740 +210%
JWCA
154
J.W. Cole Advisors
Florida
$7.83M -$985K -24,830 -11%
AAG
155
Armstrong Advisory Group
Massachusetts
$7.8M +$321K +8,078 +4%
MPM
156
Meritage Portfolio Management
Kansas
$7.79M -$156K -3,932 -2%
CIA
157
Capital Investment Advisors
Georgia
$7.73M -$36.1K -910 -0.4%
FIB
158
First Interstate Bank
Montana
$7.66M -$179K -4,514 -2%
MASUI
159
MIRAE ASSET SECURITIES (USA) INC.
New York
$7.65M -$3.89M -97,948 -33%
Renaissance Technologies
160
Renaissance Technologies
New York
$7.63M -$5.88M -148,200 -42%
IFG
161
Independent Financial Group
California
$7.6M +$773K +19,478 +11%
SW
162
SteelPeak Wealth
California
$7.53M +$7.23M +182,280 +1,089%
BEI
163
Benjamin Edwards Inc
Missouri
$7.51M +$498K +12,544 +7%
TFCP
164
Twin Focus Capital Partners
Massachusetts
$7.46M +$468K +11,788 +6%
VCM
165
Virtue Capital Management
Tennessee
$7.42M +$769K +19,376 +11%
WS
166
Wela Strategies
Georgia
$7.38M +$9.4M +236,842 New
HBWM
167
Hollow Brook Wealth Management
New York
$7.29M
GL
168
Graypoint LLC
New York
$7.28M +$1.48M +37,366 +24%
TI
169
Tidal Investments
Wisconsin
$7.22M +$2.44M +61,384 +47%
ACM
170
Avalon Capital Management
California
$7.2M -$1.49M -37,530 -16%
Charles Schwab
171
Charles Schwab
California
$7.19M -$425K -10,708 -5%
KF
172
Krilogy Financial
Missouri
$7.1M -$195K -4,916 -3%
CIA
173
Concurrent Investment Advisors
Florida
$7.03M -$6.02M -151,596 -45%
SMFG
174
Sumitomo Mitsui Financial Group
Japan
$6.97M +$15.7K +396 +0.2%
BPA
175
Beacon Pointe Advisors
California
$6.89M +$503K +12,680 +7%