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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 %
RWP
801
RWA Wealth Partners
Massachusetts
$486K +$486K +14,427 New
KJWM
802
Kiley Juergens Wealth Management
Washington
$483K -$1.42K -42 -0.3%
WB
803
Webster Bank
Connecticut
$479K -$12.2K -361 -2%
TCOO
804
Trust Company of Oklahoma
Oklahoma
$476K -$46.4K -1,376 -9%
IGWM
805
ICA Group Wealth Management
Colorado
$474K +$57.1K +1,693 +14%
HCM
806
HMS Capital Management
Tennessee
$474K -$1.82K -54 -0.4%
ECM
807
Elgethun Capital Management
South Dakota
$474K +$22.2K +658 +5%
GA
808
Greytown Advisors
Florida
$473K +$202 +6 +0%
AIM
809
Anchor Investment Management
South Carolina
$472K +$33.7K +1,001 +8%
SIC
810
SFE Investment Counsel
California
$472K -$2.33K -69 -0.5%
IC
811
IEQ Capital
California
$471K +$165K +4,896 +54%
ME
812
McIlrath & Eck
Washington
$470K +$71.6K +2,125 +18%
VCM
813
Viewpoint Capital Management
Washington
$470K
KWM
814
Kaydan Wealth Management
Michigan
$469K -$66.6K -1,977 -12%
FCP
815
Fidelis Capital Partners
Florida
$469K +$67 +2 +0%
PCMF
816
Private Capital Management (Florida)
Florida
$467K -$1.01M -30,105 -68%
LSAG
817
Lake Street Advisors Group
New Hampshire
$467K -$110K -3,271 -19%
VNA
818
Valley National Advisers
Pennsylvania
$466K -$6.66K -197 -1%
PFA
819
Pettinga Financial Advisors
Indiana
$465K -$5.06K -150 -1%
CCM
820
Condor Capital Management
New Jersey
$465K
SIM
821
Sterling Investment Management
Arizona
$464K -$13.9K -411 -3%
GIM
822
Grassi Investment Management
California
$462K -$102K -3,037 -18%
BFA
823
Bragg Financial Advisors
North Carolina
$461K +$94.4K +2,800 +26%
JFG
824
Jefferies Financial Group
New York
$458K +$20.2K +598 +5%
ODG
825
O'Dell Group
Ohio
$457K +$457K +13,570 New