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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 %
CSC
876
Caldwell Sutter Capital
California
$386K -$34.5K -1,040 -8%
AAM
877
Ameraudi Asset Management
New York
$385K -$8.67M -261,351 -96%
LWAM
878
Legacy Wealth Asset Management
Minnesota
$384K
KWA
879
Kingswood Wealth Advisors
California
$384K +$384K +11,572 New
SFC
880
Strategic Financial Concepts
Texas
$382K +$10.4K +313 +3%
GWA
881
GGM Wealth Advisors
Maryland
$381K
TWA
882
Talisman Wealth Advisors
New Jersey
$381K +$398 +12 +0.1%
ATFA
883
All Terrain Financial Advisors
Minnesota
$381K -$15.2K -459 -4%
MWM
884
Modera Wealth Management
New Jersey
$381K -$30K -904 -7%
TWP
885
Tempus Wealth Planning
California
$379K -$14.4K -435 -4%
MCC
886
Money Concepts Capital
Florida
$377K -$8.96K -270 -2%
ORC
887
O'Rourke & Company
Massachusetts
$377K +$11.2K +338 +3%
MIA
888
Milestone Investment Advisors
Wisconsin
$376K
QCM
889
Quantinno Capital Management
New York
$375K -$5.37K -162 -1%
RIA
890
Regal Investment Advisors
Michigan
$375K -$151K -4,554 -29%
PFA
891
Pinnacle Family Advisors
Missouri
$374K +$374K +11,281 New
MIC
892
Means Investment Company
Maine
$374K -$18.3K -553 -5%
PG
893
Proffitt & Goodson
Tennessee
$374K +$33.3K +1,005 +10%
LSAG
894
Lake Street Advisors Group
New Hampshire
$373K -$86.8K -2,615 -19%
AMBIA
895
Allen Mooney & Barnes Investment Advisors
Georgia
$373K +$3.15K +95 +0.9%
KFI
896
Key Financial Inc
Pennsylvania
$371K +$24.2K +730 +7%
BFO
897
Biltmore Family Office
North Carolina
$371K -$3.32K -100 -0.9%
FAM
898
Formidable Asset Management
Ohio
$370K +$33 +1 +0%
CW
899
Channel Wealth
California
$370K +$93.4K +2,817 +34%
BA
900
Bristlecone Advisors
Washington
$365K