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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 %
AF
476
Apexium Financial
Texas
$1.48M +$52.6K +1,587 +4%
PTC
477
Private Trust Company
Ohio
$1.47M +$3.85K +116 +0.3%
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$1.47M +$1.47M +44,214 New
MWM
479
Massachusetts Wealth Management
Massachusetts
$1.46M +$104K +3,125 +8%
AI
480
Atom Investors
Texas
$1.46M -$930K -28,049 -39%
WP
481
WealthShield Partners
North Carolina
$1.46M -$160K -4,830 -10%
RC
482
Rovin Capital
Arizona
$1.44M +$186K +5,600 +15%
HCMG
483
Howard Capital Management Group
California
$1.43M -$14.9K -448 -1%
CAG
484
Crestwood Advisors Group
Massachusetts
$1.42M +$1.21M +36,457 +570%
SFS
485
Solitude Financial Services
Virginia
$1.42M -$24.6K -742 -2%
PC
486
Prairiewood Capital
North Dakota
$1.42M -$2.06K -62 -0.1%
PA
487
Pinnacle Associates
New York
$1.39M -$20.3K -613 -1%
EGA
488
E&G Advisors
Texas
$1.38M -$16.9K -510 -1%
HCMT
489
Highland Capital Management (Tennessee)
Tennessee
$1.38M -$23.9K -720 -2%
KCM
490
Kanawha Capital Management
Virginia
$1.38M +$2.72K +82 +0.2%
BWM
491
Birchcreek Wealth Management
Ohio
$1.37M +$536K +16,148 +64%
RCA
492
Ranch Capital Advisors
Florida
$1.37M +$11.9K +359 +0.9%
LC
493
Lavaca Capital
Texas
$1.36M -$43.1K -1,300 -3%
RA
494
Rockingstone Advisors
Massachusetts
$1.36M +$3.82K +115 +0.3%
CCB
495
Country Club Bank
Missouri
$1.35M -$4.35K -130 -0.3%
NFG
496
Nations Financial Group
Iowa
$1.34M +$277K +8,343 +26%
KWM
497
Keebeck Wealth Management
Illinois
$1.31M -$97.7K -2,945 -7%
SA
498
Strategic Advisors
New York
$1.31M +$3.68K +111 +0.3%
MCCP
499
Mission Creek Capital Partners
California
$1.3M -$25.1K -758 -2%
PVI
500
Pine Valley Investments
New Jersey
$1.3M +$48.1K +1,449 +4%