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Financial Select Sector SPDR Fund

1,576 hedge funds and large institutions have $31.1B invested in Financial Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 611 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,576
Holders Change
+88
Holders Change %
+5.91%
% of All Funds
22.79%
Holding in Top 10
78
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
183
Increased
611
Reduced
541
Closed
78
Calls
$9.05B
Puts
$15.4B
Net Calls
-$6.38B
Net Calls Change
-$2.23B
Name Holding Trade Value Shares
Change
Shares
Change %
IPAM
901
Investment Partners Asset Management
New Jersey
$661K
SC
902
Slow Capital
California
$659K +$659K +14,546 New
AIM
903
Anchor Investment Management
South Carolina
$657K +$38.9K +859 +6%
NWA
904
Navis Wealth Advisors
New York
$657K +$408 +9 +0.1%
VCM
905
Viewpoint Capital Management
Washington
$657K
UB
906
UMB Bank
Missouri
$656K -$19.3K -425 -3%
LMKC
907
L.M. Kohn & Company
Ohio
$655K -$997 -22 -0.2%
AWM
908
Atticus Wealth Management
Florida
$652K +$149K +3,298 +30%
MWA
909
Monograph Wealth Advisors
California
$650K
TW
910
Transform Wealth
Colorado
$649K
TPW
911
Transatlantique Private Wealth
New York
$648K
Koshinski Asset Management
912
Koshinski Asset Management
Illinois
$647K +$770 +17 +0.1%
CFB
913
Cullen/Frost Bankers
Texas
$646K -$30K -663 -4%
Kovitz Investment Group Partners
914
Kovitz Investment Group Partners
Illinois
$642K +$642K +30,023 New
FNT
915
First National Trust
Pennsylvania
$638K +$30.5K +673 +5%
VCA
916
Verdence Capital Advisors
Maryland
$636K -$25K -552 -4%
CWM
917
Collaborative Wealth Management
Florida
$634K -$12.9K -284 -2%
WCM
918
WealthBridge Capital Management
Ohio
$632K +$5.21K +115 +0.8%
PFA
919
Pinnacle Family Advisors
Missouri
$630K -$352K -7,765 -36%
BB
920
Burford Brothers
Texas
$630K -$123K -2,723 -16%
KJWM
921
Kiley Juergens Wealth Management
Washington
$626K
RCAG
922
Rehmann Capital Advisory Group
Michigan
$624K +$203K +4,481 +48%
CBT
923
Central Bank & Trust
Kentucky
$623K -$86.1K -1,899 -12%
AWE
924
Avidian Wealth Enterprises
Texas
$622K +$39.4K +869 +7%
OWA
925
Octavia Wealth Advisors
Ohio
$622K -$35.5K -784 -5%