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Financial Select Sector SPDR Fund

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.26%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Shares
Change %
ICP
1026
Interchange Capital Partners
Pennsylvania
$335K +$212K +5,631 +172%
EWM
1027
Executive Wealth Management
Michigan
$331K +$13K +346 +4%
APW
1028
Aurora Private Wealth
New Jersey
$328K -$83.3K -2,217 -20%
FCBT
1029
First Citizens Bank & Trust
North Carolina
$327K +$68.9K +1,833 +27%
MIC
1030
Meridian Investment Counsel
California
$326K -$18.8K -500 -5%
CW
1031
Channel Wealth
California
$326K -$93.4K -2,485 -22%
FA
1032
Fountainhead AM
New Jersey
$325K +$34.4K +916 +12%
AIM
1033
Aspen Investment Management
Michigan
$322K -$11.5K -305 -3%
AQR Capital Management
1034
AQR Capital Management
Connecticut
$321K +$3.46K +92 +1%
SW
1035
SlateStone Wealth
Florida
$321K
APIM
1036
Agate Pass Investment Management
Washington
$321K +$526 +14 +0.2%
ESB
1037
Essex Savings Bank
Connecticut
$320K +$320K +8,502 New
KFS
1038
Kaizen Financial Strategies
California
$319K
LSAG
1039
Lake Street Advisors Group
New Hampshire
$318K -$104K -2,770 -25%
RBC
1040
Romano Brothers & Co
Illinois
$318K -$9.85K -262 -3%
NS
1041
NBC Securities
Alabama
$317K +$14.2K +379 +5%
PAM
1042
Palisade Asset Management
Minnesota
$316K +$316K +8,400 New
IWA
1043
Icon Wealth Advisors
Texas
$314K +$314K +8,352 New
MCA
1044
MSH Capital Advisors
Arizona
$314K +$74.8K +1,989 +31%
PP
1045
Patron Partners
Texas
$313K +$8.12K +216 +3%
AIIMS
1046
Analyst IMS Investment Management Services
Israel
$313K -$76.4K -2,034 -20%
RAG
1047
RIA Advisory Group
Iowa
$313K +$313K +4,938 New
D
1048
Diversified
Delaware
$313K -$25.8K -685 -8%
CL
1049
COWA LLC
Oklahoma
$312K
RMDI
1050
R.M. Davis Inc
Maine
$312K -$19.8K -526 -6%