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Financial Select Sector SPDR Fund

1,335 hedge funds and large institutions have $23.3B invested in Financial Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 385 increasing their positions, 640 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-18
Holders Change %
-1.33%
% of All Funds
21.05%
Holding in Top 10
53
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-20.9%
% of All Funds
0.84%
New
126
Increased
385
Reduced
640
Closed
130
Calls
$4.51B
Puts
$6.88B
Net Calls
-$2.37B
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
401
Park Avenue Securities
New York
$2.02M -$91.4K -2,710 -4%
JWA
402
JFS Wealth Advisors
Pennsylvania
$2.01M +$62.2K +1,846 +3%
VFA
403
Valeo Financial Advisors
Indiana
$2.01M -$255K -7,556 -11%
HNW
404
High Note Wealth
Minnesota
$2M -$53.8K -1,596 -3%
Fisher Asset Management
405
Fisher Asset Management
Washington
$1.99M +$67 +2 +0%
AFM
406
Abbot Financial Management
Massachusetts
$1.97M -$11.1K -328 -0.6%
FAIM
407
Financial Advocates Investment Management
Washington
$1.95M +$125K +3,712 +7%
OIM
408
Orca Investment Management
Oregon
$1.94M -$13K -387 -0.7%
IAN
409
Integrated Advisors Network
Texas
$1.94M +$298K +8,852 +18%
CA
410
Corrado Advisors
New Jersey
$1.93M +$86.3K +2,561 +5%
MIM
411
Miller Investment Management
Pennsylvania
$1.93M -$30.3M -898,894 -94%
KFGK
412
Keystone Financial Group (Kentucky)
Kentucky
$1.9M +$1.9M +56,449 New
PFS
413
Prospera Financial Services
Texas
$1.89M -$204K -6,054 -10%
HWM
414
HB Wealth Management
Georgia
$1.89M +$130K +3,860 +7%
QFA
415
Quattro Financial Advisors
Texas
$1.88M +$268K +7,956 +17%
MAM
416
Meeder Asset Management
Ohio
$1.88M +$432K +12,808 +30%
WS
417
Wedbush Securities
California
$1.87M -$120K -3,565 -6%
SPFA
418
Summit Place Financial Advisors
New Jersey
$1.86M +$413K +12,241 +28%
KA
419
Kovack Advisors
Florida
$1.86M -$41.3K -1,226 -2%
DGAM
420
Desjardins Global Asset Management
Quebec, Canada
$1.86M +$26.8K +796 +1%
BPA
421
Beacon Pointe Advisors
California
$1.83M -$657K -19,494 -26%
CWA
422
Clarus Wealth Advisors
Arizona
$1.82M -$265K -7,901 -13%
BAM
423
Belpointe Asset Management
Nevada
$1.82M -$492K -14,595 -21%
DAS
424
Dynamic Advisor Solutions
Arizona
$1.81M +$36.8K +1,091 +2%
RCM
425
Rokos Capital Management
United Kingdom
$1.81M +$1.81M +53,700 New