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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 %
RIA
451
Realta Investment Advisors
Delaware
$1.59M -$126K -3,726 -7%
CPA
452
Court Place Advisors
Maryland
$1.59M -$40.2K -1,193 -2%
DCM
453
Dimension Capital Management
Florida
$1.59M -$47.6K -1,412 -3%
MWM
454
Mission Wealth Management
California
$1.58M -$47K -1,395 -3%
LP
455
LGL Partners
Pennsylvania
$1.58M +$959K +28,444 +156%
H
456
HoyleCohen
California
$1.54M +$128K +3,811 +9%
BL
457
BFSG LLC
California
$1.53M +$722K +21,421 +90%
EFS
458
Econ Financial Services
Pennsylvania
$1.52M +$77.2K +2,290 +5%
RFO
459
RiverGlades Family Offices
Florida
$1.51M -$32.7K -970 -2%
BCM
460
Boltwood Capital Management
California
$1.49M +$102K +3,030 +7%
MWM
461
Marion Wealth Management
Pennsylvania
$1.49M +$25.9K +767 +2%
GA
462
GFS Advisors
Texas
$1.49M +$33.8K +1,003 +2%
PTC
463
Private Trust Company
Ohio
$1.49M -$122K -3,629 -8%
NCM
464
Nelson Capital Management
California
$1.48M -$9.03K -268 -0.6%
EWM
465
Endurance Wealth Management
Rhode Island
$1.48M -$16.8K -499 -1%
HCMG
466
Howard Capital Management Group
California
$1.47M -$11.2K -333 -0.8%
SFS
467
Solitude Financial Services
Virginia
$1.47M +$78.2K +2,320 +6%
GFA
468
Gallagher Fiduciary Advisors
Illinois
$1.45M +$74.1K +2,199 +5%
SG
469
Sharper & Granite
California
$1.45M +$175K +5,195 +14%
AF
470
Apexium Financial
Texas
$1.45M -$59.5K -1,764 -4%
SW
471
SVB Wealth
Massachusetts
$1.44M -$272K -8,079 -16%
KWM
472
Kingsview Wealth Management
Oregon
$1.44M +$99.7K +2,959 +7%
PC
473
Prairiewood Capital
North Dakota
$1.44M -$172K -5,104 -11%
PA
474
Pinnacle Associates
New York
$1.44M -$1.75K -52 -0.1%
KWM
475
Keebeck Wealth Management
Illinois
$1.43M -$4.79K -142 -0.3%