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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 %
CWM
576
C2C Wealth Management
Arizona
$1.03M -$140K -4,052 -12%
WP
577
WealthSource Partners
California
$1.02M -$81.7K -2,425 -7%
TI
578
tru Independence
Oregon
$1.02M -$363K -10,760 -26%
BF
579
BOK Financial
Oklahoma
$1.01M -$152K -4,500 -13%
RWA
580
Roberts Wealth Advisors
California
$1.01M -$99.5K -2,952 -9%
CAS
581
CTC Alternative Strategies
Illinois
$1.01M +$1.01M +30,050 New
CS
582
Comerica Securities
Michigan
$1.01M +$35.8K +1,062 +4%
HFRG
583
Houlihan Financial Resource Group
Virginia
$1.01M +$1.01M +31,000 New
LCM
584
Laurion Capital Management
New York
$1.01M +$1.01M +30,000 New
HHGC
585
Hunting Hill Global Capital
New York
$1.01M +$1.01M +30,000 New
CGIM
586
Cannon Global Investment Management
Florida
$1.01M +$1.01M +30,000 New
WAM
587
WNY Asset Management
New York
$1.01M -$265K -7,848 -21%
WJWM
588
Williams Jones Wealth Management
New York
$1M -$64.2K -1,905 -6%
MCM
589
Moore Capital Management
New York
$998K +$998K +29,600 New
FCAG
590
First Capital Advisors Group
New Jersey
$994K +$125K +3,712 +14%
SFPG
591
Stonebridge Financial Planning Group
Florida
$991K -$28.6K -848 -3%
PFT
592
Providence First Trust
Arizona
$984K -$98.5K -2,923 -9%
SSWM
593
Smith Salley Wealth Management
North Carolina
$983K -$53.2K -1,578 -5%
JGIA
594
Jackson Grant Investment Advisers
Connecticut
$978K +$1.15K +34 +0.1%
SC
595
Sierra Capital
Florida
$972K +$371 +11 +0%
ACM
596
Advisors Capital Management
New Jersey
$970K +$43.6K +1,294 +5%
MIM
597
Marco Investment Management
Georgia
$970K +$135 +4 +0%
AF
598
Advisornet Financial
Minnesota
$968K -$31.9K -946 -3%
VLC
599
Van Leeuwen & Company
New Jersey
$961K -$3.49K -103 -0.4%
MFG
600
Magnus Financial Group
New York
$959K -$188K -5,563 -16%