XLF icon

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 %
MCM
726
MV Capital Management
Maryland
$623K -$18.4K -555 -3%
TMWM
727
Taylor & Morgan Wealth Management
Michigan
$617K +$2.06K +62 +0.3%
PFBT
728
Parkside Financial Bank & Trust
Missouri
$617K -$111K -3,344 -15%
CIM
729
Contravisory Investment Management
Massachusetts
$616K -$62.7K -1,889 -9%
BSW
730
Buckingham Strategic Wealth
Missouri
$615K +$9.69K +292 +2%
DI
731
DFPG Investments
Utah
$610K +$87.2K +2,602 +17%
GT
732
Glenview Trust
Kentucky
$607K -$995 -30 -0.2%
SMC
733
Smith, Moore & Co
Missouri
$604K -$37.2K -1,121 -6%
CWA
734
Clearview Wealth Advisors
Oregon
$600K +$573K +17,286 +2,194%
CT
735
Coastline Trust
Rhode Island
$599K -$97.2K -2,930 -14%
SC
736
SouthState Corp
Florida
$598K -$58.6K -1,768 -9%
MA
737
MKT Advisors
California
$597K +$16.6K +504 +3%
FWP
738
Falcon Wealth Planning
California
$590K +$995 +30 +0.2%
CWM
739
Connecticut Wealth Management
Connecticut
$587K +$31.7K +956 +6%
NEWAS
740
N.E.W. Advisory Services
Wisconsin
$586K -$89.2K -2,689 -13%
Natixis Advisors
741
Natixis Advisors
Massachusetts
$581K -$36K -1,087 -6%
RIA
742
RPG Investment Advisory
California
$580K -$31.5K -950 -5%
GIM
743
Goelzer Investment Management
Indiana
$579K -$24.1K -728 -4%
RA
744
Riversedge Advisors
Delaware
$577K +$2.62K +79 +0.5%
CA
745
Cornerstone Advisory
Maryland
$575K -$94.9K -2,860 -14%
OCM
746
One Capital Management
California
$571K +$571K +17,200 New
FEM
747
Fulcrum Equity Management
Texas
$570K -$45.6K -1,374 -7%
BCG
748
Breakwater Capital Group
New Jersey
$564K +$81.2K +2,494 +17%
TNB
749
Thomasville National Bank
Georgia
$563K -$59.7K -1,801 -10%
AA
750
Alesco Advisors
New York
$561K +$561K +16,914 New