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Financial Select Sector SPDR Fund

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.39%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.35%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B
Name Holding Trade Value Shares
Change
Shares
Change %
Ensign Peak Advisors
301
Ensign Peak Advisors
Utah
$7.14M +$1.23M +25,541 +21%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$7.1M -$5.23M -108,252 -42%
TC
303
Trust Company
Kansas
$7.1M +$278K +5,760 +4%
B
304
Bailard
California
$7.07M -$288K -5,958 -4%
WC
305
Waterloo Capital
Texas
$6.97M +$730K +15,097 +12%
ASN
306
Advisory Services Network
Georgia
$6.96M +$74K +1,532 +1%
VDI
307
Vaughan David Investments
Illinois
$6.96M -$50.1K -1,037 -0.7%
NCM
308
Novare Capital Management
North Carolina
$6.95M +$83.4K +1,726 +1%
LFAS
309
Level Four Advisory Services
Texas
$6.93M -$23.6K -488 -0.3%
ORAM
310
One River Asset Management
Connecticut
$6.91M -$25M -517,597 -78%
EL
311
Essex LLC
Illinois
$6.88M +$129K +2,676 +2%
KPWS
312
Kestra Private Wealth Services
Texas
$6.88M +$444K +9,194 +7%
BRWA
313
B. Riley Wealth Advisors
Florida
$6.86M -$557K -11,532 -8%
DWT
314
Dorsey & Whitney Trust
South Dakota
$6.85M +$607K +12,561 +10%
PWAC
315
Private Wealth Advisors (California)
California
$6.79M +$1.83M +37,795 +37%
SWP
316
Stratos Wealth Partners
Ohio
$6.77M +$243K +5,036 +4%
VVP
317
Venture Visionary Partners
Ohio
$6.74M +$263K +5,434 +4%
TWC
318
TD Waterhouse Canada
Ontario, Canada
$6.74M +$461K +9,548 +7%
Bank of New York Mellon
319
Bank of New York Mellon
New York
$6.66M +$865K +17,894 +15%
Man Group
320
Man Group
United Kingdom
$6.65M +$6.65M +137,513 New
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$6.57M +$1.89M +38,982 +40%
SI
322
Stephens Inc
Arkansas
$6.53M +$1.91M +39,494 +41%
RWA
323
Redhawk Wealth Advisors
Minnesota
$6.46M -$247K -5,120 -4%
GHA
324
Granite Harbor Advisors
Texas
$6.43M +$201K +4,161 +3%
AWM
325
Accurate Wealth Management
Florida
$6.42M -$75.7K -1,600 -1%