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Financial Select Sector SPDR Fund

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
551
Soltis Investment Advisors
Utah
$1.52M -$562K -13,669 -27%
EGA
552
E&G Advisors
Texas
$1.52M +$10.3K +250 +0.7%
NFG
553
Nations Financial Group
Iowa
$1.51M -$10.6K -258 -0.7%
DAS
554
Dynamic Advisor Solutions
Arizona
$1.51M +$48.2K +1,172 +3%
EWM
555
EPG Wealth Management
Georgia
$1.5M -$1.56M -36,976 Closed
ISL
556
Ingalls & Snyder LLC
New York
$1.5M +$30.2K +735 +2%
BOM
557
Bank of Marin
California
$1.48M -$41.1K -1,000 -3%
RAM
558
Riggs Asset Management
Pennsylvania
$1.48M +$54.3K +1,320 +4%
3AM
559
3EDGE Asset Management
Florida
$1.48M +$982K +23,888 +197%
RFWA
560
RPg Family Wealth Advisory
Massachusetts
$1.48M +$74K +1,801 +5%
GJIA
561
Glass Jacobson Investment Advisors
Maryland
$1.48M +$36.5K +887 +3%
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$1.47M +$532K +12,943 +57%
MMG
563
Monetary Management Group
Missouri
$1.46M +$61.7K +1,500 +4%
PA
564
Parallel Advisors
California
$1.46M -$32.5K -790 -2%
WI
565
Wintrust Investments
Illinois
$1.46M -$733K -17,838 -34%
BCP
566
Blue Chip Partners
Michigan
$1.45M +$5.47K +133 +0.4%
WANY
567
Wealthspire Advisors (New York)
New York
$1.45M +$7.61K +185 +0.5%
JCM
568
Jacobi Capital Management
Pennsylvania
$1.45M -$375K -9,128 -21%
CAC
569
Core Alternative Capital
Georgia
$1.44M -$1.4M -34,140 -49%
MA
570
Montag & Associates
Georgia
$1.43M -$21.2K -516 -1%
NFSG
571
Newbridge Financial Services Group
Florida
$1.43M +$356K +8,666 +33%
LWM
572
LJI Wealth Management
Indiana
$1.42M +$1.42M +34,530 New
WP
573
WealthPLAN Partners
Nebraska
$1.42M +$31.3K +761 +2%
CGH
574
CMG Global Holdings
Texas
$1.42M +$9.87K +240 +0.7%
HAS
575
HBW Advisory Services
California
$1.41M +$493K +11,996 +54%