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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 %
PWP
676
Pursue Wealth Partners
California
$725K
DC
677
Davenport & Co
Virginia
$721K -$896 -27 -0.1%
BWP
678
Balboa Wealth Partners
Arizona
$718K +$44.1K +1,330 +7%
PSCM
679
Per Stirling Capital Management
Texas
$718K +$718K +21,640 New
CC
680
Constitution Capital
Connecticut
$716K
EWA
681
EverSource Wealth Advisors
Alabama
$715K -$166K -5,004 -19%
ECA
682
Elevated Capital Advisors
Utah
$713K +$227K +6,847 +47%
EFS
683
Econ Financial Services
Pennsylvania
$709K -$791K -23,834 -53%
AFP
684
Ausdal Financial Partners
Iowa
$709K +$34.9K +1,051 +5%
HAS
685
HBW Advisory Services
California
$707K -$27.6K -833 -4%
TSWM
686
Tyler-Stone Wealth Management
Ohio
$705K -$26.2K -791 -4%
CP
687
Castleview Partners
Texas
$704K +$697K +21,020 +9,731%
KLCM
688
KG&L Capital Management
Louisiana
$701K +$5.57K +168 +0.8%
LCC
689
Lincoln Capital Corp
Rhode Island
$700K +$700K +21,095 New
IIC
690
Ironwood Investment Counsel
Arizona
$699K +$49K +550 +8%
WIA
691
Westbourne Investment Advisors
Maryland
$698K +$157K +4,749 +29%
WB
692
WesBanco Bank
West Virginia
$695K -$66 -2 -0%
SWA
693
Sax Wealth Advisors
New Jersey
$695K +$10.4K +315 +2%
IF
694
Intrua Financial
Texas
$691K -$14.9K -450 -2%
HL
695
HeadInvest LLC
Maine
$690K -$3.29K -100 -0.5%
CSPAM
696
Cary Street Partners Asset Management
Virginia
$689K +$20.1K +605 +3%
BCV
697
Banque Cantonale Vaudoise
Switzerland
$688K -$221K -6,677 -24%
AGAM
698
Audent Global Asset Management
California
$684K -$146K -4,393 -18%
AWM
699
Accel Wealth Management
Iowa
$679K -$2.99K -90 -0.4%
ATC
700
Argent Trust Co
Tennessee
$678K +$124K +3,730 +22%