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The Communication Services Select Sector SPDR Fund

900 hedge funds and large institutions have $15.8B invested in The Communication Services Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 325 increasing their positions, 311 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
900
Holders Change
+47
Holders Change %
+5.51%
% of All Funds
13.05%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.62%
New
133
Increased
325
Reduced
311
Closed
73
Calls
$243M
Puts
$362M
Net Calls
-$119M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
351
Axxcess Wealth Management
California
$1.79M +$755K +9,251 +73%
SWM
352
Stockman Wealth Management
Montana
$1.79M +$75.9K +930 +4%
HG
353
Herbst Group
Connecticut
$1.79M -$41.2K -505 -2%
CWA
354
Clarus Wealth Advisors
Arizona
$1.78M -$24.6K -300 -1%
CW
355
CreativeOne Wealth
Kansas
$1.78M +$1.47M +17,998 +482%
WSCM
356
Wellington Shields Capital Management
New York
$1.77M +$80.2K +982 +5%
KPWS
357
Kestra Private Wealth Services
Texas
$1.77M +$672K +8,233 +61%
NMM
358
Naples Money Management
Florida
$1.76M +$1.76M +21,600 New
PSCM
359
Per Stirling Capital Management
Texas
$1.76M +$1.26M +15,387 +251%
CG
360
Cutler Group
California
$1.75M +$1.75M +21,450 New
RWA
361
Roberts Wealth Advisors
California
$1.74M -$335K -4,174 -16%
MCM
362
MontVue Capital Management
Virginia
$1.71M -$71.4K -874 -4%
LFAS
363
Level Four Advisory Services
Texas
$1.7M
FA
364
Faithward Advisors
Pennsylvania
$1.68M +$1.68M +20,625 New
BCM
365
Boltwood Capital Management
California
$1.67M +$10.2K +125 +0.6%
Chevy Chase Trust
366
Chevy Chase Trust
Maryland
$1.67M -$3.02M -36,945 -64%
AWM
367
Avitas Wealth Management
California
$1.66M -$35.2K -431 -2%
ABC
368
Associated Banc-Corp
Wisconsin
$1.66M -$81.8K -1,002 -5%
PTC
369
Private Trust Company
Ohio
$1.65M +$265K +3,241 +19%
SFS
370
Sowell Financial Services
Arkansas
$1.64M +$548K +6,717 +50%
CIBC World Market
371
CIBC World Market
Ontario, Canada
$1.62M -$244M -2,989,196 -99%
FMWA
372
Forvis Mazars Wealth Advisors
Missouri
$1.6M +$27.8K +340 +2%
BFA
373
Bragg Financial Advisors
North Carolina
$1.59M -$59.2K -725 -4%
CTB
374
Country Trust Bank
Illinois
$1.58M +$97.9K +1,199 +7%
FMTCOCP
375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.58M +$157K +1,924 +11%