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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 %
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$632K +$44.5K +1,320 +8%
HT
727
HAP Trading
New York
$628K +$628K +18,629 New
LWP
728
Lumature Wealth Partners
Georgia
$628K +$95.4K +2,830 +18%
Natixis Advisors
729
Natixis Advisors
Massachusetts
$627K +$627K +18,613 New
FEM
730
Fulcrum Equity Management
Texas
$625K -$185K -5,475 -23%
TMWM
731
Taylor & Morgan Wealth Management
Michigan
$625K -$7.18K -213 -1%
OWA
732
Octavia Wealth Advisors
Ohio
$624K +$4.08K +121 +0.7%
RIA
733
RPG Investment Advisory
California
$621K -$25.6K -760 -4%
MA
734
MKT Advisors
California
$621K +$282 +8 +0%
GT
735
Glenview Trust
Kentucky
$618K -$42.9K -1,273 -6%
BSW
736
Buckingham Strategic Wealth
Missouri
$615K -$13.9K -412 -2%
GIM
737
Goelzer Investment Management
Indiana
$613K -$5.93K -176 -1%
KIG
738
Kessler Investment Group
Indiana
$608K +$3.74K +111 +0.6%
FWP
739
Falcon Wealth Planning
California
$599K -$2.43K -72 -0.4%
MWAM
740
Manhattan West Asset Management
California
$593K -$4.48K -133 -0.8%
ARC
741
Advisor Resource Council
Texas
$592K -$3.44M -102,168 -85%
HWA
742
Heritage Wealth Advisors
Virginia
$592K
HBW
743
Hazlett, Burt & Watson
West Virginia
$590K -$4.76K -141 -0.8%
WCM
744
WealthBridge Capital Management
Ohio
$590K +$7.86K +233 +1%
RA
745
Riversedge Advisors
Delaware
$584K +$2.66K +79 +0.5%
TCM
746
Tuttle Capital Management
Connecticut
$581K -$52.8K -1,566 -8%
FNBT
747
FineMark National Bank & Trust
Florida
$580K -$80.5K -2,387 -12%
CWM
748
Circle Wealth Management
New Jersey
$579K +$23.4K +695 +4%
PFO
749
Pathstone Family Office
New Jersey
$578K +$33.9K +1,007 +6%
CG
750
Colony Group
Massachusetts
$573K -$74K -2,197 -11%