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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
HWA
401
Hillcrest Wealth Advisors
New Jersey
$2.09M -$114K -3,445 -5%
GWM
402
Geneos Wealth Management
Colorado
$2.09M -$23.4K -706 -1%
JWA
403
JFS Wealth Advisors
Pennsylvania
$2.08M +$99.7K +3,007 +5%
PFS
404
Prospera Financial Services
Texas
$2.07M +$202K +6,085 +11%
LFA
405
Laraway Financial Advisors
Minnesota
$2.05M -$6.4K -193 -0.3%
RJT
406
Raymond James Trust
Florida
$2.03M -$42.2K -1,273 -2%
TCA
407
Transcend Capital Advisors
New Jersey
$2.03M +$972K +29,311 +92%
AFM
408
Abbot Financial Management
Massachusetts
$2.02M +$90.9K +2,739 +5%
OIM
409
Orca Investment Management
Oregon
$2.02M +$107K +3,227 +6%
VFA
410
Valeo Financial Advisors
Indiana
$2.01M +$39.9K +1,202 +2%
HH
411
Hilltop Holdings
Texas
$2M +$810K +24,410 +68%
GW
412
GW & Wade
Massachusetts
$1.99M -$284K -8,549 -13%
FIA
413
Foundations Investment Advisors
Arizona
$1.98M +$1.16M +34,858 +141%
KCM
414
Kennicott Capital Management
California
$1.96M -$6.37M -191,935 -76%
LWM
415
Laidlaw Wealth Management
New York
$1.96M -$637K -19,195 -25%
CC
416
Centiva Capital
New York
$1.96M +$1.96M +59,059 New
IFPG
417
Intrepid Financial Planning Group
Indiana
$1.93M -$83.3K -2,510 -4%
GWM
418
Greenwich Wealth Management
Connecticut
$1.91M -$187K -5,628 -9%
MIM
419
Miller Investment Management
Pennsylvania
$1.9M
CA
420
Corrado Advisors
New Jersey
$1.9M -$6.14K -185 -0.3%
HWM
421
HB Wealth Management
Georgia
$1.89M +$34.6K +1,043 +2%
IA
422
IFP Advisors
Florida
$1.88M +$699K +21,060 +59%
KFGK
423
Keystone Financial Group (Kentucky)
Kentucky
$1.87M -$3.35K -101 -0.2%
SC
424
Sierra Capital
Florida
$1.86M +$907K +27,341 +95%
BWM
425
BigSur Wealth Management
Florida
$1.86M +$474K +14,300 +34%