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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 %
AAM
526
Alphadyne Asset Management
New York
$1.2M +$752K +22,677 +168%
JIC
527
Johnson Investment Counsel
Ohio
$1.2M +$8.66K +261 +0.7%
SS
528
Simplicity Solutions
Minnesota
$1.2M -$89.1K -2,686 -7%
BFG
529
Bleakley Financial Group
New Jersey
$1.2M -$89.1K -2,686 -7%
JPLA
530
Joseph P. Lucia & Associates
New York
$1.19M -$95.3K -2,874 -7%
OCPWS
531
One Charles Private Wealth Services
Massachusetts
$1.18M +$20.4K +615 +2%
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$1.18M +$663K +19,974 +128%
AWM
533
Activest Wealth Management
Florida
$1.18M +$1.18M +35,524 New
EFS
534
Essex Financial Services
Connecticut
$1.17M +$229K +6,892 +24%
DLCIG
535
D.L. Carlson Investment Group
New Hampshire
$1.17M -$172K -5,185 -13%
BKA
536
Brick & Kyle Associates
Pennsylvania
$1.17M -$9.79K -295 -0.8%
GJIA
537
Glass Jacobson Investment Advisors
Maryland
$1.16M +$2.69K +81 +0.2%
SCM
538
SOL Capital Management
Maryland
$1.15M -$11.3K -340 -1%
PAG
539
Private Advisory Group
Washington
$1.14M +$90.6K +2,732 +9%
Franklin Resources
540
Franklin Resources
California
$1.14M +$250K +7,546 +28%
VA
541
Valmark Advisers
Ohio
$1.14M -$252K -7,588 -18%
BCM
542
Brookstone Capital Management
Illinois
$1.14M +$462K +14,127 +68%
CGH
543
CMG Global Holdings
Texas
$1.14M +$50.9K +1,535 +5%
LBC
544
Lowe Brockenbrough & Co
Virginia
$1.13M -$604K -18,200 -35%
HHRDM
545
H&H Retirement Design & Management
Nevada
$1.13M +$2.92K +88 +0.3%
AC
546
Abbrea Capital
California
$1.13M -$29.2K -879 -3%
RWB
547
RMR Wealth Builders
New Jersey
$1.13M -$17.9K -541 -2%
MIG
548
McGuire Investment Group
Rhode Island
$1.13M -$4.41K -133 -0.4%
MC
549
Moors & Cabot
Massachusetts
$1.13M -$143K -4,321 -11%
BAAM
550
Baker Avenue Asset Management
California
$1.13M +$17.7K +533 +2%