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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 %
BWM
626
Birchcreek Wealth Management
Ohio
$849K +$522K +15,470 +159%
WAS
627
WESPAC Advisors SoCal
California
$845K +$4.35K +129 +0.5%
AGAM
628
Audent Global Asset Management
California
$844K -$6.71K -199 -0.8%
ECML
629
Eagle Capital Management (Louisiana)
Louisiana
$840K +$2.53K +75 +0.3%
BI
630
Bramshill Investments
Florida
$838K
FIA
631
Foundations Investment Advisors
Arizona
$834K -$206K -6,109 -20%
AIC
632
Ayalon Insurance Company
Israel
$833K
FBFS
633
First Business Financial Services
Wisconsin
$832K +$21.9K +650 +3%
MSS
634
Mitchell Sinkler & Starr
Pennsylvania
$831K -$168K -4,975 -17%
USB
635
Union Savings Bank
Connecticut
$831K +$831K +23,525 New
PWM
636
Penobscot Wealth Management
Maine
$828K +$25.5K +757 +3%
TWM
637
Tradition Wealth Management
Minnesota
$825K -$39.3K -1,165 -5%
Jones Financial Companies
638
Jones Financial Companies
Missouri
$825K -$594K -17,635 -42%
PAM
639
Peak Asset Management
Colorado
$819K -$74K -2,195 -8%
WAP
640
Wealthcare Advisory Partners
Pennsylvania
$817K +$16.7K +494 +2%
Neuberger Berman Group
641
Neuberger Berman Group
New York
$812K +$21.1K +626 +3%
BMCM
642
Bryn Mawr Capital Management
Pennsylvania
$807K +$81.7K +2,424 +11%
NFSG
643
Newbridge Financial Services Group
Florida
$802K -$130K -3,853 -14%
JAG
644
Journey Advisory Group
Kentucky
$798K +$5.53K +164 +0.7%
MGIA
645
Moneta Group Investment Advisors
Missouri
$798K -$60.5K -1,795 -7%
SCM
646
Schnieders Capital Management
California
$793K -$10.1K -300 -1%
CIC
647
Chilton Investment Company
Connecticut
$792K
SIC
648
Salem Investment Counselors
North Carolina
$788K
AMG
649
Advisors Management Group
Wisconsin
$787K -$29.5K -876 -4%
AWM
650
Atticus Wealth Management
Florida
$780K -$357K -10,604 -31%