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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 %
BFC
1051
Bedel Financial Consulting
Indiana
$449K
EI
1052
Ellevest Inc
New York
$445K +$37.2K +820 +9%
DWM
1053
Destination Wealth Management
California
$445K +$445K +9,812 New
SIM
1054
Sterling Investment Management
Arizona
$444K -$2.77K -61 -0.6%
MWM
1055
MGB Wealth Management
Texas
$442K
AWA
1056
Amplius Wealth Advisors
Pennsylvania
$441K
WTC
1057
WhitTier Trust Company
Nevada
$440K
BCP
1058
Berkeley Capital Partners
Georgia
$440K +$440K +9,710 New
MIA
1059
Milestone Investment Advisors
Wisconsin
$440K
MMA
1060
Miracle Mile Advisors
California
$438K +$205K +4,521 +88%
SFWC
1061
Strategic Family Wealth Counselors
New Jersey
$435K +$906 +20 +0.2%
RCWM
1062
Royal Capital Wealth Management
Indiana
$435K +$91 +2 +0%
FCBT
1063
First Citizens Bank & Trust
North Carolina
$435K +$38.5K +849 +10%
KF
1064
KKM Financial
Illinois
$434K
CPIG
1065
Chicago Partners Investment Group
Illinois
$433K -$6.74K -143 -2%
FA
1066
Fountainhead AM
New Jersey
$432K +$15K +332 +4%
SWP
1067
Strategic Wealth Partners
Ohio
$429K -$82.1K -1,812 -16%
SA
1068
SpiderRock Advisors
Delaware
$428K -$36.4K -804 -8%
CPSAC
1069
Chas P. Smith & Associates (CPS)
Florida
$427K +$28.5K +629 +7%
SFB
1070
STAR Financial Bank
Indiana
$426K -$18.1K -400 -4%
AIIMS
1071
Analyst IMS Investment Management Services
Israel
$423K
MA
1072
MONECO Advisors
Connecticut
$422K +$4.03K +89 +1%
DWP
1073
Daymark Wealth Partners
Ohio
$420K +$29.3K +646 +7%
FC
1074
Fusion Capital
South Carolina
$418K +$1.13K +25 +0.3%
GL
1075
Gerber LLC
Ohio
$413K -$589 -13 -0.1%