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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 %
HWA
751
Heritage Wealth Advisors
Virginia
$561K -$21.4K -645 -4%
NWA
752
Navis Wealth Advisors
New York
$558K -$398 -12 -0.1%
ARC
753
Advisor Resource Council
Texas
$558K -$24.4K -737 -4%
ACP
754
Aveo Capital Partners
Colorado
$555K -$77.5K -2,335 -12%
IP
755
Investment Partners
Ohio
$548K
AIFAIM
756
American Institute for Advanced Investment Management
Arizona
$542K -$77.7K -2,084 -13%
PMIA
757
Patrick Mauro Investment Advisor
Illinois
$534K -$98.1K -2,958 -16%
LA
758
Lynch & Associates
Indiana
$533K
WFAG
759
Worth Financial Advisory Group
North Carolina
$533K +$6K +181 +1%
CCWM
760
Cassaday & Co Wealth Management
Virginia
$533K +$197K +5,953 +59%
AFO
761
Allie Family Office
Florida
$533K -$22.2K -670 -4%
S
762
SignatureFD
Georgia
$533K +$12.2K +367 +2%
1IA
763
1834 Investment Advisors
Wisconsin
$531K
APP
764
Avantax Planning Partners
Iowa
$529K
PIA
765
Powell Investment Advisors
Florida
$528K +$763 +23 +0.1%
BAM
766
Brave Asset Management
New Jersey
$528K
PFGIA
767
Patriot Financial Group Insurance Agency
Massachusetts
$527K -$96.5K -2,909 -15%
SBH
768
Segall Bryant & Hamill
Illinois
$527K -$4.98K -150 -0.9%
GT
769
Greenleaf Trust
Michigan
$527K +$77.1K +2,325 +17%
BAM
770
Belpointe Asset Management
Nevada
$525K -$1.26M -38,014 -71%
SNT
771
SIG North Trading
Pennsylvania
$524K -$166K -4,993 -24%
BCM
772
Bourgeon Capital Management
Connecticut
$523K +$21.2K +640 +4%
BC
773
Bowman & Company
Wisconsin
$523K -$4.25M -128,056 -89%
CFB
774
Cullen/Frost Bankers
Texas
$523K +$2.52K +76 +0.5%
MWA
775
Meridian Wealth Advisors
Texas
$522K +$630 +19 +0.1%