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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 %
CAG
751
Csenge Advisory Group
Florida
$572K -$30K -891 -5%
NWA
752
Navis Wealth Advisors
New York
$568K +$607 +18 +0.1%
ACG
753
Allen Capital Group
Nebraska
$565K -$5.9K -175 -1%
AFO
754
Allie Family Office
Florida
$564K +$12.1K +360 +2%
CWM
755
Connecticut Wealth Management
Connecticut
$564K -$26.4K -784 -4%
ATC
756
Argent Trust Co
Tennessee
$564K +$52.1K +1,545 +10%
AIFAIM
757
American Institute for Advanced Investment Management
Arizona
$560K -$47.2K -1,400 -8%
IP
758
Investment Partners
Ohio
$557K
RA
759
RFG Advisory
Alabama
$556K -$407K -12,061 -42%
WIA
760
Westbourne Investment Advisors
Maryland
$550K +$24K +713 +5%
DI
761
DFPG Investments
Utah
$548K +$276K +7,847 +101%
LA
762
Lynch & Associates
Indiana
$542K +$32.9K +975 +6%
SBH
763
Segall Bryant & Hamill
Illinois
$540K -$6.2K -184 -1%
1IA
764
1834 Investment Advisors
Wisconsin
$540K
HFW
765
Horizon Family Wealth
Illinois
$540K -$66.1K -1,960 -11%
APP
766
Avantax Planning Partners
Iowa
$538K -$20.2K -600 -4%
BAM
767
Brave Asset Management
New Jersey
$537K
PIA
768
Powell Investment Advisors
Florida
$536K -$539K -15,976 -50%
WFAG
769
Worth Financial Advisory Group
North Carolina
$536K -$64.7K -1,918 -11%
RIA
770
Regal Investment Advisors
Michigan
$534K +$46K +1,364 +9%
PWS
771
Private Wealth Strategies
Ohio
$531K +$2.09K +62 +0.4%
MWA
772
Meridian Wealth Advisors
Texas
$530K -$47.8K -1,419 -8%
S
773
SignatureFD
Georgia
$529K -$256K -7,605 -33%
CFB
774
Cullen/Frost Bankers
Texas
$529K -$127K -3,755 -19%
WAS
775
Wealth Advisory Solutions
Indiana
$528K +$1.28K +38 +0.2%