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Financial Select Sector SPDR Fund

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1026
Strategic Wealth Partners
Ohio
$413K +$147K +3,484 +55%
HPC
1027
HM Payson & Co
Maine
$412K +$9.31K +221 +2%
MWM
1028
MGB Wealth Management
Texas
$412K
ECG
1029
Edge Capital Group
Georgia
$412K
WTC
1030
WhitTier Trust Company
Nevada
$409K -$91.7K -2,178 -18%
BBHC
1031
Brown Brothers Harriman & Co
New York
$407K +$101K +2,405 +33%
PMG
1032
ProVise Management Group
Florida
$405K -$2.83M -67,077 -87%
EFG
1033
Ehrlich Financial Group
California
$404K +$66.9K +1,588 +20%
RCWM
1034
Royal Capital Wealth Management
Indiana
$404K +$84 +2 +0%
KF
1035
KKM Financial
Illinois
$403K
SFWC
1036
Strategic Family Wealth Counselors
New Jersey
$403K +$1.05K +25 +0.3%
SIMG
1037
Sonora Investment Management Group
Arizona
$402K +$115K +2,734 +40%
EWA
1038
Exencial Wealth Advisors
Oklahoma
$400K +$144K +3,409 +56%
RMAM
1039
Raab & Moskowitz Asset Management
New Jersey
$400K -$2.95K -70 -0.7%
CW
1040
Channel Wealth
California
$399K +$33.7K +801 +9%
SIC
1041
SFE Investment Counsel
California
$398K -$13K -308 -3%
MFG
1042
Mosaic Financial Group
Illinois
$397K +$397K +9,416 New
MSAM
1043
Moloney Securities Asset Management
Missouri
$396K -$22.5K -535 -5%
BCM
1044
BluePointe Capital Management
California
$393K
PA
1045
PFG Advisors
Arizona
$391K +$53.5K +1,269 +16%
FC
1046
Fusion Capital
South Carolina
$387K -$29.2K -693 -7%
MIA
1047
MainStreet Investment Advisors
Illinois
$386K -$27.4K -650 -7%
GL
1048
Gerber LLC
Ohio
$384K +$1.26K +30 +0.3%
BC
1049
Bowman & Company
Wisconsin
$384K -$149K -3,544 -28%
BSHC
1050
Breed's Hill Capital
Massachusetts
$383K