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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 %
TCOO
851
Trust Company of Oklahoma
Oklahoma
$418K -$50.6K -1,525 -11%
MP
852
McDonald Partners
Ohio
$417K -$1.79K -54 -0.4%
PHIC
853
Pine Haven Investment Counsel
Massachusetts
$417K -$18.7K -565 -4%
AWA
854
Amplius Wealth Advisors
Pennsylvania
$417K
TA
855
TruWealth Advisors
Louisiana
$415K -$24K -725 -5%
ECM
856
Exchange Capital Management
Michigan
$414K +$10.5K +316 +3%
AIM
857
AHL Investment Management
Florida
$413K +$995 +30 +0.2%
GIM
858
Grassi Investment Management
California
$408K -$46K -1,388 -10%
GLA
859
Good Life Advisors
Pennsylvania
$406K -$34.1K -1,028 -8%
ACG
860
Allen Capital Group
Nebraska
$405K -$146K -4,434 -26%
GBT
861
Grove Bank & Trust
Florida
$405K -$20.2K -610 -5%
BWM
862
Baystate Wealth Management
Massachusetts
$401K +$86.5K +2,609 +28%
PI
863
PFG Investments
New York
$398K -$45.6K -1,375 -10%
ONST
864
Old North State Trust
North Carolina
$398K -$6.5K -196 -2%
HCP
865
Hexagon Capital Partners
Arkansas
$397K -$5.37K -162 -1%
WTC
866
WhitTier Trust Company
Nevada
$395K
JIR
867
James Investment Research
Ohio
$394K -$1.26K -38 -0.3%
CTB
868
Country Trust Bank
Illinois
$391K -$16.4K -493 -4%
OFG
869
Oxford Financial Group
Indiana
$391K +$6.3K +190 +2%
PWW
870
Pettyjohn Wood & White
Virginia
$390K +$25.7K +775 +7%
CNWM
871
Clay Northam Wealth Management
California
$389K
FPAS
872
Focus Partners Advisor Solutions
Missouri
$389K +$55.3K +1,666 +17%
LSPW
873
Lake Street Private Wealth
Illinois
$387K -$4.12K -123 -1%
VWM
874
Valley Wealth Managers
New Jersey
$387K -$7.7K -232 -2%
WA
875
Wealthstar Advisors
Texas
$387K +$21.7K +653 +6%