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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 %
WP
1001
WMS Partners
Maryland
$519K +$519K +11,454 New
HPC
1002
HM Payson & Co
Maine
$518K +$65.5K +1,445 +14%
ICP
1003
Interchange Capital Partners
Pennsylvania
$515K -$59.8K -1,320 -10%
LSA
1004
L & S Advisors
California
$512K -$18.3M -404,445 -97%
AIM
1005
AHL Investment Management
Florida
$510K
RIA
1006
RPG Investment Advisory
California
$509K -$12K -265 -2%
BFO
1007
Biltmore Family Office
North Carolina
$509K
FNBT
1008
FineMark National Bank & Trust
Florida
$507K -$217K -4,792 -30%
EWM
1009
Elevatus Welath Management
New York
$507K +$59.6K +1,315 +13%
WAS
1010
Wealth Advisory Solutions
Indiana
$504K -$19.8K -437 -4%
MWAM
1011
Manhattan West Asset Management
California
$504K -$38.1K -841 -7%
BA
1012
Bristlecone Advisors
Washington
$504K -$22.7K -500 -4%
KFI
1013
Key Financial Inc
Pennsylvania
$504K -$499 -11 -0.1%
MIC
1014
Means Investment Company
Maine
$504K +$136 +3 +0%
GLA
1015
Good Life Advisors
Pennsylvania
$503K +$22.3K +492 +5%
LCGC
1016
Legacy Capital Group California
California
$502K +$119K +2,631 +31%
IA
1017
Inspire Advisors
Idaho
$501K +$127K +2,800 +34%
JHCP
1018
Jackson Hole Capital Partners
Oklahoma
$500K -$29.1K -643 -6%
FLPIM
1019
F.L. Putnam Investment Management
Massachusetts
$499K +$13.1K +289 +3%
ACG
1020
Allen Capital Group
Nebraska
$497K -$3.94K -87 -0.8%
KFS
1021
Kaizen Financial Strategies
California
$490K +$90.6K +2,000 +23%
FTDI
1022
First Trust Direct Indexing
Massachusetts
$490K +$133K +2,933 +37%
YIA
1023
YHB Investment Advisors
Connecticut
$485K -$102K -2,254 -17%
EPM
1024
Elm Partners Management
Pennsylvania
$483K
VWM
1025
Valley Wealth Managers
New Jersey
$478K -$50.3K -1,110 -10%