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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
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 %
BCP
326
Blue Chip Partners
Michigan
$3.05M +$1.8M +55,906 +144%
WP
327
WealthPLAN Partners
Nebraska
$3.04M -$42.5K -1,323 -1%
APW
328
Acima Private Wealth
Virginia
$3.04M
SFA
329
Sequoia Financial Advisors
Ohio
$3.02M +$14.3K +445 +0.5%
FFS
330
Founders Financial Securities
Maryland
$3.02M +$577K +17,949 +24%
MSWM
331
Mader & Shannon Wealth Management
Missouri
$2.97M -$52.9K -1,646 -2%
PAMG
332
Patton Albertson Miller Group
Tennessee
$2.95M -$68.5K -2,132 -2%
LNC
333
Lincoln National Corp
Pennsylvania
$2.91M -$607K -18,895 -17%
KeyBank National Association
334
KeyBank National Association
Ohio
$2.91M +$101K +3,154 +4%
AO
335
Advisor OS
Illinois
$2.91M +$2.91M +90,447 New
HI
336
Horizon Investments
North Carolina
$2.86M +$511K +15,886 +22%
VVP
337
Venture Visionary Partners
Ohio
$2.85M +$690K +21,461 +32%
IWMWV
338
Ironwood Wealth Management (West Virginia)
West Virginia
$2.84M +$38.4K +1,199 +1%
AF
339
Allworth Financial
California
$2.84M -$86.3K -2,683 -3%
TFGT
340
TS Financial Group (TSFG)
Illinois
$2.84M -$1.92M -59,734 -40%
BDWCC
341
B&D White Capital Company
Texas
$2.84M +$32.1K +998 +1%
BCM
342
BlueCrest Capital Management
Jersey
$2.83M
CHC
343
City Holding Co
West Virginia
$2.78M -$73.9K -2,300 -3%
VF
344
Virtu Financial
New York
$2.77M -$2.04M -63,487 -42%
WWM
345
Western Wealth Management
Colorado
$2.76M +$229K +7,123 +9%
SI
346
Stephens Inc
Arkansas
$2.71M +$82.7K +2,572 +3%
WT
347
Washington Trust
Rhode Island
$2.68M -$417K -12,966 -13%
GWSA
348
Global Wealth Strategies & Associates
Colorado
$2.67M +$2.39M +74,208 +834%
BOPW
349
Brandywine Oak Private Wealth
Pennsylvania
$2.66M -$39.8K -1,239 -1%
AllianceBernstein
350
AllianceBernstein
Tennessee
$2.65M -$54.1M -1,682,388 -95%