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Financial Select Sector SPDR Fund

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.66%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Shares
Change %
FMC
301
First Merchants Corp
Indiana
$3.63M +$119K +3,704 +3%
GVAG
302
Great Valley Advisor Group
Delaware
$3.63M -$1.8M -55,897 -33%
VWM
303
Venturi Wealth Management
Texas
$3.58M +$1.09M +33,839 +44%
LWANC
304
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.55M +$298K +9,276 +9%
FCI
305
Financial Counselors Inc
Kansas
$3.54M +$38.4K +1,193 +1%
MAP
306
Milestone Advisory Partners
North Carolina
$3.53M -$875K -27,229 -20%
MC
307
Martin & Co
Tennessee
$3.45M +$81.2K +2,525 +2%
RHP
308
Royal Harbor Partners
Texas
$3.45M +$3.45M +107,227 New
MGIA
309
Matthew Goff Investment Advisor
Texas
$3.43M -$22.8K -709 -0.7%
AC
310
ASB Consultores
Florida
$3.43M -$1.9M -59,097 -36%
GLA
311
Great Lakes Advisors
Illinois
$3.42M +$39.5K +1,230 +1%
IFWM
312
Institute for Wealth Management
Colorado
$3.42M -$35.1K -1,093 -1%
W
313
WealthOne
New York
$3.4M -$39.3K -1,222 -1%
CTC
314
Central Trust Company
Missouri
$3.37M -$25.7K -799 -0.8%
SS
315
Simplicity Solutions
Minnesota
$3.31M +$2.57M +80,034 +347%
TPWA
316
TRUE Private Wealth Advisors
Oregon
$3.3M +$30.6K +953 +0.9%
ZIG
317
Zullo Investment Group
Pennsylvania
$3.26M +$51.4K +1,600 +2%
PFP
318
Paragon Financial Partners
California
$3.25M -$237K -7,371 -7%
TC
319
Trust Company
Kansas
$3.24M -$327K -10,185 -9%
SSA
320
Schonfeld Strategic Advisors
New York
$3.19M -$4.45M -138,402 -58%
JWCA
321
J.W. Cole Advisors
Florida
$3.12M -$678K -21,104 -18%
PCIA
322
Prime Capital Investment Advisors
Kansas
$3.08M -$4.3M -133,872 -58%
DADC
323
D.A. Davidson & Co
Montana
$3.08M -$258K -8,035 -8%
AI
324
Atria Investments
North Carolina
$3.07M -$91.9K -2,860 -3%
NWM
325
NEIRG Wealth Management
Massachusetts
$3.07M -$106K -3,298 -3%