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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
Creative Planning
176
Creative Planning
Kansas
$6.81M +$1.41M +35,496 +25%
RSWM
177
Robertson Stephens Wealth Management
California
$6.71M +$95.4K +2,404 +1%
CAG
178
Csenge Advisory Group
Florida
$6.71M -$29.4K -742 -0.4%
IWC
179
Integrated Wealth Concepts
Massachusetts
$6.7M -$1.16M -29,160 -14%
Edgewood Management
180
Edgewood Management
Connecticut
$6.68M
IWM
181
IHT Wealth Management
Illinois
$6.53M +$856K +21,580 +14%
MCB
182
Morton Community Bank
Illinois
$6.46M +$2.38K +60 +0%
NA
183
Nottingham Advisors
New York
$6.26M -$583K -14,692 -8%
SPC
184
Sigma Planning Corp
Michigan
$6.24M -$804K -20,250 -11%
MWM
185
Modern Wealth Management
Kansas
$6.11M +$6.41M +161,504 New
TF
186
Trek Financial
Arizona
$6.1M -$570K -14,352 -8%
P
187
&Partners
Tennessee
$6.07M +$1.98M +49,848 +46%
RAM
188
Riggs Asset Management
Pennsylvania
$6.03M +$56.7K +1,428 +0.9%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$5.96M +$2.78M +70,168 +80%
Comerica Bank
190
Comerica Bank
Texas
$5.94M -$278K -7,008 -4%
VRM
191
Vectors Research Management
New York
$5.92M -$379K -9,556 -6%
Chevy Chase Trust
192
Chevy Chase Trust
Maryland
$5.89M +$517K +13,024 +9%
VF
193
Vista Finance
Missouri
$5.88M -$34.6K -872 -0.6%
BHWM
194
Bar Harbor Wealth Management
New Hampshire
$5.85M +$71.7K +1,808 +1%
SAM
195
Silvercrest Asset Management
New York
$5.84M +$16.7K +420 +0.3%
BCM
196
Beaumont Capital Management
Massachusetts
$5.83M +$1.36M +34,254 +29%
GS
197
GTS Securities
New York
$5.74M -$14.2M -358,498 -70%
SWM
198
Spire Wealth Management
Virginia
$5.71M +$115K +2,896 +2%
PCTC
199
Perkins Coie Trust Company
Washington
$5.66M -$89K -2,244 -1%
IA
200
IFG Advisory
Georgia
$5.63M +$1.27M +32,128 +28%