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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 %
YIA
951
YHB Investment Advisors
Connecticut
$325K -$7.35K -218 -2%
DC
952
Destiny Capital
Colorado
$325K -$79.5K -2,357 -20%
RCWM
953
Royal Capital Wealth Management
Indiana
$323K +$101 +3 +0%
KPWG
954
KFA Private Wealth Group
Virginia
$323K +$3.98K +118 +1%
SVWAG
955
Sound View Wealth Advisors Group
Georgia
$322K -$16.3K -484 -5%
RMAM
956
Raab & Moskowitz Asset Management
New Jersey
$320K +$57.6K +1,709 +22%
BWM
957
Baystate Wealth Management
Massachusetts
$320K -$198K -5,872 -38%
COCM
958
Charter Oak Capital Management
New Hampshire
$319K -$4.08K -121 -1%
MC
959
Mathes Company
New York
$319K +$319K +9,450 New
SFB
960
STAR Financial Bank
Indiana
$319K
PWM
961
PBMares Wealth Management
Virginia
$318K
RBC
962
Romano Brothers & Co
Illinois
$318K
TRCT
963
Tower Research Capital (TRC)
New York
$317K +$214K +6,350 +209%
SEIA
964
Signature Estate & Investment Advisors
California
$316K -$538K -15,970 -63%
IWP
965
Icon Wealth Partners
Texas
$316K -$91.4K -2,711 -22%
BC
966
Bartlett & Co
Ohio
$315K -$54.8K -1,626 -15%
BCWM
967
Bartlett & Co Wealth Management
Ohio
$315K -$54.8K -1,626 -15%
MIC
968
Meridian Investment Counsel
California
$313K -$22.8K -675 -7%
SFWC
969
Strategic Family Wealth Counselors
New Jersey
$313K +$10.1K +300 +3%
PA
970
Procyon Advisors
Connecticut
$312K -$194K -5,757 -38%
SA
971
Scarborough Advisors
Maryland
$310K -$92K -2,729 -23%
CNFG
972
Creegan & Nassoura Financial Group
New Hampshire
$308K -$33.7K -1,000 -10%
KW
973
KWB Wealth
California
$308K +$308K +9,133 New
NFC
974
Northeast Financial Consultants
Connecticut
$308K -$320K -9,500 -51%
FPB
975
First PREMIER Bank
South Dakota
$307K +$4.96K +147 +2%