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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 %
SDAM
901
Shulman DeMeo Asset Management
New York
$364K
APW
902
Aurora Private Wealth
New Jersey
$363K +$68.1K +2,054 +23%
NW
903
NewEdge Wealth
Pennsylvania
$362K -$48.7K -1,468 -12%
AWA
904
Alta Wealth Advisors
Massachusetts
$360K -$60.2K -1,814 -14%
SCM
905
Sebold Capital Management
Illinois
$357K -$19.6K -590 -5%
VCM
906
Vivaldi Capital Management
Illinois
$357K +$10.1K +304 +3%
MA
907
MONECO Advisors
Connecticut
$356K -$5.97K -180 -2%
CHA
908
Carmichael Hill & Associates
Maryland
$356K +$1.39K +42 +0.4%
CC
909
Courier Capital
New York
$354K
TW
910
TrinityPoint Wealth
Connecticut
$352K +$85.6K +2,582 +32%
EWM
911
Elevatus Welath Management
New York
$351K +$351K +10,595 New
HPC
912
HM Payson & Co
Maine
$351K
SIC
913
SFE Investment Counsel
California
$350K -$114K -3,445 -25%
JHCP
914
Jackson Hole Capital Partners
Oklahoma
$350K -$6.1K -184 -2%
SL
915
SWMG LLC
Texas
$350K +$65K +1,960 +23%
AWM
916
Aries Wealth Management
Maine
$348K -$10.9K -325 -3%
AIIMS
917
Analyst IMS Investment Management Services
Israel
$347K +$71K +2,121 +26%
LWM
918
Lodestone Wealth Management
Washington
$347K -$32K -966 -8%
SSWG
919
Seven Springs Wealth Group
Tennessee
$346K
AA
920
Addison Advisors
Vermont
$344K -$66.4K -2,003 -16%
PVH
921
Psagot Value Holdings
Israel
$343K -$734K -21,975 -68%
EIA
922
Eldridge Investment Advisors
New Hampshire
$343K -$74.5K -2,248 -18%
RMAM
923
Raab & Moskowitz Asset Management
New Jersey
$342K +$27.1K +816 +9%
AFG
924
Alterity Financial Group
Maine
$341K -$365 -11 -0.1%
PA
925
Procyon Advisors
Connecticut
$341K +$34.5K +1,039 +11%