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Financial Select Sector SPDR Fund

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Shares
Change %
CA
701
Calton & Associates
Florida
$972K +$76.7K +1,820 +9%
JAG
702
Journey Advisory Group
Kentucky
$969K
MSS
703
Mitchell Sinkler & Starr
Pennsylvania
$967K -$87.5K -2,077 -8%
USB
704
Union Savings Bank
Connecticut
$966K -$20.3K -481 -2%
IP
705
Intellectus Partners
California
$965K +$50.7K +1,204 +6%
MCCP
706
Mission Creek Capital Partners
California
$961K -$311K -7,381 -24%
CV
707
Counterweight Ventures
North Carolina
$959K +$959K +22,769 New
OSAM
708
O'Shaughnessy Asset Management
Connecticut
$959K +$45.3K +1,076 +5%
ECA
709
Elevated Capital Advisors
Utah
$952K -$7.2K -171 -0.8%
DFA
710
Davies Financial Advisors
California
$945K +$945K +22,426 New
FSA
711
Financial Services Advisory
Maryland
$937K -$43K -1,020 -4%
SCM
712
Schnieders Capital Management
California
$932K -$6.32K -150 -0.7%
AP
713
Appleton Partners
Massachusetts
$930K -$114K -2,717 -11%
HSA
714
HBK Sorce Advisory
Pennsylvania
$925K -$1.56K -37 -0.2%
CCWM
715
Correct Capital Wealth Management
Missouri
$920K +$920K +21,854 New
CIP
716
Capital Insight Partners
Arizona
$919K -$16.8K -400 -2%
Neuberger Berman Group
717
Neuberger Berman Group
New York
$913K -$39.3K -934 -4%
WIA
718
Westbourne Investment Advisors
Maryland
$910K +$23.2K +551 +3%
AFA
719
American Financial Advisors
Georgia
$909K -$47K -1,116 -5%
SW
720
SMART Wealth
Nebraska
$905K +$905K +21,490 New
ECML
721
Eagle Capital Management (Louisiana)
Louisiana
$902K -$74.8K -1,776 -8%
KLCM
722
KG&L Capital Management
Louisiana
$900K +$4.04K +96 +0.5%
AMG
723
Advisors Management Group
Wisconsin
$900K -$38.2K -908 -4%
MW
724
Marcum Wealth
Ohio
$897K +$562K +13,346 +168%
EWA
725
EverSource Wealth Advisors
Alabama
$896K +$170K +4,224 +23%