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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 %
IAG
776
Investment Advisory Group
Massachusetts
$526K -$8.33K -247 -2%
CSPIA
777
Cary Street Partners Investment Advisory
Virginia
$525K +$294K +8,733 +127%
MWA
778
Monograph Wealth Advisors
California
$525K
TW
779
Transform Wealth
Colorado
$523K -$239K -7,089 -31%
SC
780
Savant Capital
Illinois
$522K +$63.1K +1,871 +14%
CWM
781
Collaborative Wealth Management
Florida
$522K -$28.4K -842 -5%
KFP
782
KMG Fiduciary Partners
Ohio
$519K -$36.4K -1,080 -7%
KSWA
783
Kathleen S. Wright Associates
Pennsylvania
$517K +$270 +8 +0.1%
CDH
784
Charles D. Hyman
$515K
TPW
785
Transatlantique Private Wealth
New York
$514K
GWS
786
Glassman Wealth Services
Virginia
$513K -$8.09K -240 -2%
BCM
787
Bourgeon Capital Management
Connecticut
$510K
SSG
788
Summit Securities Group
New York
$509K +$509K +15,100 New
PPP
789
Private Portfolio Partners
New Jersey
$508K -$54.6K -1,619 -10%
WSTAM
790
Wilbanks Smith & Thomas Asset Management
Virginia
$507K -$15.5K -461 -3%
LWM
791
Lyell Wealth Management
California
$501K -$278K -8,244 -36%
BCG
792
Breakwater Capital Group
New Jersey
$500K +$145K +4,294 +41%
CMI
793
Clare Market Investments
Texas
$499K -$129K -3,834 -21%
LMKC
794
L.M. Kohn & Company
Ohio
$499K
ECA
795
Elevated Capital Advisors
Utah
$494K -$26.8K -794 -5%
CFO
796
Callan Family Office
Pennsylvania
$492K +$50.6K +1,500 +11%
AIM
797
Acropolis Investment Management
Missouri
$491K +$66.4K +1,971 +16%
PAM
798
Private Asset Management
California
$489K -$42.1K -1,250 -8%
CIAS
799
Capital Investment Advisory Services
North Carolina
$488K -$162K -4,806 -25%
GWP
800
Gateway Wealth Partners
Wisconsin
$487K +$33.4K +990 +7%