XLF icon

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 %
CC
976
Courier Capital
New York
$545K +$43.3K +955 +9%
ONST
977
Old North State Trust
North Carolina
$544K
GI
978
GAMMA Investing
California
$543K
CFIA
979
Cantor Fitzgerald Investment Advisors
New York
$543K +$543K +11,977 New
APP
980
Avantax Planning Partners
Iowa
$542K -$154K -3,397 -22%
EE
981
EWG Elevate
California
$542K +$217K +4,786 +67%
FWSM
982
First Wilshire Securities Management
California
$542K
UOTTAIMCU
983
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$542K
TWP
984
Tempus Wealth Planning
California
$540K +$181 +4 +0%
CP
985
Cumberland Partners
Ontario, Canada
$538K +$15.8K +349 +3%
CNWM
986
Clay Northam Wealth Management
California
$536K
USWIA
987
UP Strategic Wealth Investment Advisors
Pennsylvania
$535K
OFG
988
Oxford Financial Group
Indiana
$534K +$45 +1 +0%
FMWA
989
Forvis Mazars Wealth Advisors
Missouri
$532K -$5.67K -125 -1%
BSA
990
Braun Stacey Associates
New York
$531K -$9.2K -203 -2%
GIM
991
Grassi Investment Management
California
$531K -$8.61K -190 -2%
MC
992
Mathes Company
New York
$530K -$11.3K -250 -2%
JIR
993
James Investment Research
Ohio
$530K
TA
994
TruWealth Advisors
Louisiana
$526K -$36.2K -798 -6%
LWAM
995
Legacy Wealth Asset Management
Minnesota
$525K
CTB
996
Country Trust Bank
Illinois
$524K -$10.5K -232 -2%
ZF
997
Zhang Financial
Michigan
$523K +$91 +2 +0%
CSC
998
Caldwell Sutter Capital
California
$523K
KWM
999
Kaydan Wealth Management
Michigan
$522K
OWM
1000
OneAscent Wealth Management
Alabama
$520K +$520K +11,472 New