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Financial Select Sector SPDR Fund

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Shares
Change %
DI
1076
DFPG Investments
Utah
$249K -$24.9K -776 -9%
LIM
1077
Loudon Investment Management
New Hampshire
$249K
RCA
1078
Riverview Capital Advisers
Massachusetts
$249K
TW
1079
TrinityPoint Wealth
Connecticut
$248K +$19.2K +597 +8%
SAM
1080
Summit Asset Management
Tennessee
$247K -$97.4K -3,030 -28%
LWM
1081
Liberty Wealth Management
California
$246K +$246K +7,665 New
CSA
1082
Cottage Street Advisors
Massachusetts
$246K +$246K +7,661 New
ACP
1083
Aviance Capital Partners
Florida
$246K +$19.8K +615 +9%
SB
1084
Strategic Blueprint
Georgia
$244K -$66.7K -2,076 -21%
CAM
1085
Carret Asset Management
New York
$244K +$32 +1 +0%
TC
1086
Trilogy Capital
California
$244K -$15.1M -469,563 -98%
PCM
1087
Parsons Capital Management
Rhode Island
$243K -$1.77K -55 -0.7%
CCM
1088
Canal Capital Management
Virginia
$242K -$13.5K -421 -5%
MSCM
1089
McElhenny Sheffield Capital Management
Texas
$241K -$14.4K -448 -6%
PFG
1090
Pinnacle Financial Group
Illinois
$239K +$22.9K +711 +11%
DCM
1091
Donaldson Capital Management
Indiana
$239K -$3.06M -95,175 -93%
SIAG
1092
Safeguard Investment Advisory Group
California
$238K -$49.6K -1,543 -17%
VCM
1093
Vivaldi Capital Management
Illinois
$236K -$261K -8,129 -53%
HIP
1094
Harrell Investment Partners
Texas
$234K -$82.2K -2,547 -26%
MWM
1095
Mattern Wealth Management
Kansas
$233K
FWTB
1096
First Western Trust Bank
Colorado
$232K +$14.6K +454 +7%
BW
1097
BIP Wealth
Georgia
$231K +$231K +7,181 New
AAS
1098
Annex Advisory Services
Wisconsin
$230K -$113K -3,530 -33%
AA
1099
Ancora Advisors
Ohio
$229K +$22.1K +688 +11%
JIP
1100
Jaffetilchin Investment Partners
Florida
$229K -$13.3K -415 -5%