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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 %
EF
876
Empowered Funds
Pennsylvania
$402K +$402K +11,930 New
JIR
877
James Investment Research
Ohio
$402K -$58.4K -1,731 -13%
VWM
878
Valley Wealth Managers
New Jersey
$401K -$9.3K -276 -2%
WTC
879
WhitTier Trust Company
Nevada
$401K
TWP
880
Tempus Wealth Planning
California
$400K -$25.8K -764 -6%
MIC
881
Means Investment Company
Maine
$399K -$506 -15 -0.1%
IWA
882
Intercontinental Wealth Advisors
Texas
$398K -$4.99K -148 -1%
CNWM
883
Clay Northam Wealth Management
California
$396K
LSPW
884
Lake Street Private Wealth
Illinois
$394K +$9.34K +277 +2%
LPT
885
Legacy Private Trust
Wisconsin
$394K -$4.27M -126,785 -92%
GWA
886
GGM Wealth Advisors
Maryland
$393K
MCC
887
Money Concepts Capital
Florida
$392K -$2.74M -81,342 -87%
LWAM
888
Legacy Wealth Asset Management
Minnesota
$391K
OFG
889
Oxford Financial Group
Indiana
$391K
TC
890
TownSquare Capital
Utah
$390K +$31.1K +924 +9%
RWPA
891
Richard W. Paul & Associates
Michigan
$387K +$742 +22 +0.2%
QCM
892
Quantinno Capital Management
New York
$387K +$387K +11,476 New
TWA
893
Talisman Wealth Advisors
New Jersey
$387K -$20.3K -602 -5%
LWM
894
Lodestone Wealth Management
Washington
$385K +$17.9K +530 +5%
SCM
895
Sebold Capital Management
Illinois
$383K -$246K -7,305 -39%
MIA
896
Milestone Investment Advisors
Wisconsin
$383K -$25.4K -754 -6%
BFO
897
Biltmore Family Office
North Carolina
$380K -$5.06K -150 -1%
SFC
898
Strategic Financial Concepts
Texas
$378K -$151K -4,467 -28%
AWA
899
Arete Wealth Advisors
Illinois
$376K -$131K -3,897 -26%
FAM
900
Formidable Asset Management
Ohio
$376K +$34 +1 +0%