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 %
ZIMP
776
Zimmermann Investment Management & Planning
Pennsylvania
$519K -$1.9M -57,264 -79%
IAG
777
Investment Advisory Group
Massachusetts
$518K +$66 +2 +0%
MWA
778
Monograph Wealth Advisors
California
$517K
FNBT
779
FineMark National Bank & Trust
Florida
$516K -$55.2K -1,663 -10%
AIM
780
Acropolis Investment Management
Missouri
$515K +$31K +936 +6%
FNT
781
First National Trust
Pennsylvania
$514K -$182K -5,472 -26%
FPGT
782
Financial Partners Group (Tennessee)
Tennessee
$509K +$509K +15,336 New
KSWA
783
Kathleen S. Wright Associates
Pennsylvania
$509K +$232 +7 +0%
PWP
784
Principle Wealth Partners
Connecticut
$508K -$160K -4,838 -24%
Koshinski Asset Management
785
Koshinski Asset Management
Illinois
$508K -$175K -5,263 -26%
CDH
786
Charles D. Hyman
$507K
GWS
787
Glassman Wealth Services
Virginia
$506K +$995 +30 +0.2%
TPW
788
Transatlantique Private Wealth
New York
$505K
MTCM
789
Mint Tower Capital Management
Netherlands
$504K +$504K +15,202 New
PAM
790
Private Asset Management
California
$502K +$21.3K +642 +4%
PPP
791
Private Portfolio Partners
New Jersey
$501K +$1.1K +33 +0.2%
WSTAM
792
Wilbanks Smith & Thomas Asset Management
Virginia
$499K +$166 +5 +0%
WCM
793
WealthBridge Capital Management
Ohio
$499K -$81.1K -2,446 -14%
KBC
794
Key Bridge Compliance
$496K +$496K +14,956 New
RWP
795
RWA Wealth Partners
Massachusetts
$496K +$17.3K +523 +4%
GCP
796
Garda Capital Partners
Minnesota
$496K +$496K +14,940 New
IGWM
797
ICA Group Wealth Management
Colorado
$495K +$27.9K +841 +6%
WC
798
Waterloo Capital
Texas
$493K +$65.5K +1,976 +15%
CWM
799
Collaborative Wealth Management
Florida
$491K -$22.6K -681 -4%
LMKC
800
L.M. Kohn & Company
Ohio
$491K