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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 %
BCM
701
Bayesian Capital Management
New York
$667K +$667K +19,800 New
SC
702
SouthState Corp
Florida
$667K +$3.91K +116 +0.6%
DWP
703
Destiny Wealth Partners
Florida
$667K -$122K -3,467 -15%
API
704
Advisor Partners II
California
$666K +$440K +13,063 +195%
UB
705
UMB Bank
Missouri
$665K -$629K -18,670 -49%
BAM
706
Beaumont Asset Management
Texas
$664K -$12.5K -370 -2%
BFA
707
Beaumont Financial Advisors
Massachusetts
$664K +$77.8K +2,307 +13%
AWS
708
AJ Wealth Strategies
New York
$661K
TCM
709
Triumph Capital Management
Colorado
$652K +$652K +19,353 New
CA
710
Calton & Associates
Florida
$652K -$47.1K -1,397 -7%
SMC
711
Smith, Moore & Co
Missouri
$652K -$113K -3,341 -15%
MCM
712
MV Capital Management
Maryland
$651K -$809K -24,013 -55%
IP
713
Intellectus Partners
California
$649K -$23.5K -696 -3%
Chevy Chase Trust
714
Chevy Chase Trust
Maryland
$648K -$144K -4,270 -18%
SWA
715
SOA Wealth Advisors
New York
$646K -$1.11K -33 -0.2%
SWA
716
Stratos Wealth Advisors
Ohio
$643K -$16.1K -479 -2%
ACP
717
Aveo Capital Partners
Colorado
$643K -$172K -5,105 -21%
PMIA
718
Patrick Mauro Investment Advisor
Illinois
$642K -$366K -10,871 -36%
GEM
719
Global Endowment Management
North Carolina
$642K
CA
720
Crewe Advisors
Utah
$641K -$196K -5,829 -23%
GAA
721
Global Assets Advisory
Florida
$636K -$168K -4,969 -21%
Wealth Enhancement Advisory Services
722
Wealth Enhancement Advisory Services
Minnesota
$634K -$461K -13,677 -42%
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$634K +$125K +3,708 +25%
CCM
724
Chilton Capital Management
Texas
$634K -$55.4K -1,642 -8%
TNB
725
Thomasville National Bank
Georgia
$633K +$70.6K +2,093 +13%