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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 %
KWM
826
Kaydan Wealth Management
Michigan
$448K -$13.7K -414 -3%
VNA
827
Valley National Advisers
Pennsylvania
$446K -$11.2K -338 -2%
CT
828
Chicago Trust
Illinois
$445K +$26.1K +786 +6%
ECM
829
Elgethun Capital Management
South Dakota
$443K -$21.5K -649 -5%
YIA
830
YHB Investment Advisors
Connecticut
$442K +$122K +3,680 +38%
SWMP
831
Signature Wealth Management Partners
New Jersey
$441K +$1.39K +42 +0.3%
RWA
832
Ropes Wealth Advisors
Massachusetts
$441K -$1.59K -48 -0.4%
UB
833
UMB Bank
Missouri
$440K -$214K -6,457 -33%
PFA
834
Pettinga Financial Advisors
Indiana
$439K -$19K -572 -4%
CW
835
Connectus Wealth
Ohio
$438K +$438K +13,209 New
CL
836
CSS LLC
Illinois
$438K +$438K +13,207 New
GM
837
Granger Management
New York
$437K
TC
838
TownSquare Capital
Utah
$435K +$51.3K +1,548 +13%
GPA
839
Guidance Point Advisors
Massachusetts
$434K +$1.89K +57 +0.4%
RWA
840
River Wealth Advisors
Pennsylvania
$432K -$33 -1 -0%
SIM
841
Sterling Investment Management
Arizona
$430K -$26K -784 -6%
DIA
842
Dana Investment Advisors
Wisconsin
$428K
PFP
843
Pinnacle Financial Partners
Tennessee
$428K -$324K -9,771 -43%
KIG
844
Kessler Investment Group
Indiana
$427K -$172K -5,177 -29%
ZF
845
Zhang Financial
Michigan
$424K -$9.89K -298 -2%
DI
846
Diligent Investors
California
$421K -$3.25K -98 -0.8%
BOH
847
Bank of Hawaii
Hawaii
$420K +$420K +12,662 New
FWSM
848
First Wilshire Securities Management
California
$419K
FMWA
849
Forvis Mazars Wealth Advisors
Missouri
$419K -$25.3K -763 -6%
MA
850
MCF Advisors
Kentucky
$419K