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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 %
PWM
551
Perigon Wealth Management
California
$1.1M +$176K +5,212 +19%
3LCM
552
3D/L Capital Management
Connecticut
$1.1M -$563K -16,699 -34%
WPW
553
Waldron Private Wealth
Pennsylvania
$1.09M -$698K -20,713 -39%
SFG
554
Summit Financial Group
West Virginia
$1.09M
SP
555
Successful Portfolios
Florida
$1.09M -$116K -3,453 -10%
TP
556
Tranquility Partners
Tennessee
$1.09M -$1.38M -40,903 -56%
NFG
557
Nations Financial Group
Iowa
$1.09M -$94.9K -2,815 -8%
PVH
558
Psagot Value Holdings
Israel
$1.08M -$400K -11,952 -27%
CHJWM
559
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M
TCA
560
Transcend Capital Advisors
New Jersey
$1.07M -$180K -5,335 -14%
WPC
561
Wedmont Private Capital
Pennsylvania
$1.07M +$405K +11,818 +61%
PAG
562
Private Advisory Group
Washington
$1.07M +$1.07M +31,668 New
AWE
563
Avidian Wealth Enterprises
Texas
$1.06M -$99.6K -2,955 -9%
TPCW
564
TD Private Client Wealth
New York
$1.06M -$188K -5,572 -15%
GEA
565
Glen Eagle Advisors
New Jersey
$1.06M +$43.9K +1,301 +4%
ST
566
Sentinel Trust
Texas
$1.05M -$25.7K -761 -2%
NM
567
NWI Management
New York
$1.05M
RAM
568
Riggs Asset Management
Pennsylvania
$1.04M -$18.9K -561 -2%
CA
569
CoreCap Advisors
Michigan
$1.03M +$1.03M +30,573 New
BOM
570
Bank of Marin
California
$1.03M +$92.3K +2,739 +10%
EC
571
Estate Counselors
Wisconsin
$1.03M +$73.3K +2,175 +8%
SIC
572
Sigma Investment Counselors
Michigan
$1.03M -$15.5K -460 -1%
MA
573
Montag & Associates
Georgia
$1.03M -$28.3K -840 -3%
LC
574
Lindbrook Capital
California
$1.03M +$848K +25,159 +475%
JCM
575
Jacobi Capital Management
Pennsylvania
$1.03M +$47.1K +1,398 +5%