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Financial Select Sector SPDR Fund

1,322 hedge funds and large institutions have $21.2B invested in Financial Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 429 increasing their positions, 574 reducing their positions, and 104 closing their positions.

Holders
1,322
Holders Change
-13
Holders Change %
-0.97%
% of All Funds
21.08%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
110
Increased
429
Reduced
574
Closed
104
Calls
$5.68B
Puts
$8.5B
Net Calls
-$2.81B
Net Calls Change
-$446M
Name Market Value Shares Shares
Change
Shares
Change %
TPWA
301
TRUE Private Wealth Advisors
Oregon
$3.3M 99,447 -5,829 -6%
VWM
302
Venturi Wealth Management
Texas
$3.29M 99,112 +31,234 +46%
EP
303
Eudaimonia Partners
Tennessee
$3.28M 98,820 +14,797 +18%
FFS
304
Founders Financial Securities
Maryland
$3.27M 98,470 +25,279 +35%
GIA
305
Gladstone Institutional Advisory
Florida
$3.23M 97,374 -9,572 -9%
AGM
306
Alpine Global Management
New York
$3.21M 96,753 +85,613 +769%
WP
307
WealthPLAN Partners
Nebraska
$3.19M 96,087 +264 +0.3%
CB
308
Commerce Bank
Missouri
$3.17M 95,707 -5,732 -6%
VVP
309
Venture Visionary Partners
Ohio
$3.17M 95,574 +4,046 +4%
LNC
310
Lincoln National Corp
Pennsylvania
$3.17M 95,483 +2,376 +3%
TB
311
Treynor Bancshares
Iowa
$3.14M 94,698 -1,836 -2%
APW
312
Acima Private Wealth
Virginia
$3.14M 94,607
TIAA Trust, National Association
313
TIAA Trust, National Association
North Carolina
$3.14M 94,545 +94,545 New
DADC
314
D.A. Davidson & Co
Montana
$3.13M 94,392 -741 -0.8%
VFPI
315
Vantage Financial Partners (Illinois)
Illinois
$3.07M 92,593 -119,555 -56%
AI
316
Atria Investments
North Carolina
$3.06M 92,188 +11,250 +14%
MWM
317
Meridian Wealth Management
Kentucky
$3.06M 92,155 -11,745 -11%
HI
318
Horizon Investments
North Carolina
$3.04M 91,760 +23,512 +34%
IWMWV
319
Ironwood Wealth Management (West Virginia)
West Virginia
$3.03M 92,513 +2,672 +3%
GWSA
320
Global Wealth Strategies & Associates
Colorado
$3M 90,527 +1,587 +2%
WWM
321
Western Wealth Management
Colorado
$3M 90,301 +860 +1%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$2.99M 90,054 -5,191 -5%
W
323
WealthOne
New York
$2.98M 89,758 -9,422 -9%
EIP
324
Ellis Investment Partners
Pennsylvania
$2.95M 88,846 -20,687 -19%
AWA
325
Arkadios Wealth Advisors
Georgia
$2.93M 88,471 +19,291 +28%