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Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
201
Wayfinding Financial
Washington
$4.25M +$4.25M +62,785 New
EIP
202
Ellis Investment Partners
Pennsylvania
$4.24M +$1.38M +20,322 +48%
AAIM
203
Asset Advisors Investment Management
Georgia
$4.23M -$63.3K -935 -1%
EC
204
Estate Counselors
Wisconsin
$4.22M -$524K -7,735 -11%
IC
205
Innealta Capital
Texas
$4.2M +$3.46M +51,131 +471%
GBWM
206
Granite Bay Wealth Management
New Hampshire
$4.14M +$608K +8,989 +17%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$4.07M -$352K -5,202 -8%
BAM
208
Brave Asset Management
New Jersey
$4.01M +$228K +3,361 +6%
Man Group
209
Man Group
United Kingdom
$4M
KCFA
210
Key Client Fiduciary Advisors
New Jersey
$3.95M +$125K +1,849 +3%
WWM
211
Western Wealth Management
Colorado
$3.95M -$297K -4,382 -7%
MMH
212
Menora Mivtachim Holdings
Israel
$3.8M +$3.8M +56,200 New
PCIA
213
Prime Capital Investment Advisors
Kansas
$3.78M -$13.5M -199,506 -78%
JWCA
214
J.W. Cole Advisors
Florida
$3.77M +$490K +7,239 +15%
OFW
215
Omnia Family Wealth
Florida
$3.77M +$3.77M +55,718 New
PFT
216
Providence First Trust
Arizona
$3.77M -$322K -4,761 -8%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$3.77M +$2.1M +30,988 +126%
AAS
218
Avantax Advisory Services
Texas
$3.75M -$1.5M -22,180 -29%
MCM
219
MV Capital Management
Maryland
$3.73M -$86.5K -1,278 -2%
EVM
220
Evelyn V. Moreno
$3.7M +$349K +5,151 +10%
FGA
221
Fortis Group Advisors
New Jersey
$3.7M +$3.7M +53,662 New
LPT
222
Legacy Private Trust
Wisconsin
$3.69M +$1.29M +19,086 +54%
CTC
223
Central Trust Company
Missouri
$3.67M -$89.7K -1,325 -2%
CWG
224
Cornerstone Wealth Group
North Carolina
$3.59M +$3.59M +53,058 New
MAP
225
Milestone Advisory Partners
North Carolina
$3.58M -$1.64M -24,170 -31%