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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 %
CRC
626
Curi RMB Capital
Illinois
$843K
WAS
627
WESPAC Advisors SoCal
California
$839K +$7.66K +231 +0.9%
IF
628
Ironwood Financial
Arizona
$839K -$32K -964 -4%
OSAM
629
O'Shaughnessy Asset Management
Connecticut
$837K +$216K +6,509 +35%
CAC
630
Certified Advisory Corp
Florida
$835K -$4.81K -145 -0.6%
DGAM
631
Desjardins Global Asset Management
Quebec, Canada
$830K -$996K -30,036 -55%
PWM
632
Penobscot Wealth Management
Maine
$829K +$14.4K +434 +2%
XWM
633
Xcel Wealth Management
Florida
$829K -$31.6K -952 -4%
PA
634
PSI Advisors
Florida
$828K -$20.6K -621 -2%
WEG
635
World Equity Group
Illinois
$825K +$68.1K +2,053 +9%
BI
636
Bramshill Investments
Florida
$825K
TSS
637
Two Sigma Securities
New York
$825K -$566K -17,061 -41%
ECML
638
Eagle Capital Management (Louisiana)
Louisiana
$820K -$6.57K -198 -0.8%
AIC
639
Ayalon Insurance Company
Israel
$819K
FBFS
640
First Business Financial Services
Wisconsin
$819K
AWE
641
Avidian Wealth Enterprises
Texas
$815K -$233K -7,018 -22%
FSA
642
Financial Services Advisory
Maryland
$812K +$812K +24,495 New
PAM
643
Peak Asset Management
Colorado
$806K
BFAG
644
Blackston Financial Advisory Group
Florida
$802K +$802K +24,164 New
3LCM
645
3D/L Capital Management
Connecticut
$800K -$278K -8,386 -26%
WAP
646
Wealthcare Advisory Partners
Pennsylvania
$796K -$8.39K -253 -1%
BMCM
647
Bryn Mawr Capital Management
Pennsylvania
$793K -$829 -25 -0.1%
NFSG
648
Newbridge Financial Services Group
Florida
$789K -$498 -15 -0.1%
LC
649
Lindbrook Capital
California
$788K -$222K -6,705 -22%
USB
650
Union Savings Bank
Connecticut
$780K