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Financial Select Sector SPDR Fund

1,322 hedge funds and large institutions have $21.2B invested in Financial Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 429 increasing their positions, 574 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,322
Holders Change
-13
Holders Change %
-0.97%
% of All Funds
21.08%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
110
Increased
429
Reduced
574
Closed
104
Calls
$5.68B
Puts
$8.5B
Net Calls
-$2.81B
Net Calls Change
-$446M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
1101
BIP Wealth
Georgia
$204K +$5.41K +163 +3%
SWA
1102
Strategies Wealth Advisors
Michigan
$204K +$166 +5 +0.1%
UOTTAIMCU
1103
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$203K +$203K +6,119 New
EWA
1104
Exencial Wealth Advisors
Oklahoma
$202K -$95.7K -2,884 -32%
AW
1105
Avion Wealth
Texas
$201K
SDWMA
1106
Schneider Downs Wealth Management Advisors
Pennsylvania
$200K -$94.6K -2,852 -32%
HR
1107
Howe & Rusling
New York
$200K +$29.1K +877 +17%
FAM
1108
Family Asset Management
South Carolina
$197K -$35K -1,054 -15%
PFSC
1109
Peoples Financial Services Corp
Pennsylvania
$195K -$99.5K -3,000 -34%
MCM
1110
Manchester Capital Management
Vermont
$194K +$159K +4,800 +457%
HCM
1111
Horrell Capital Management
Arkansas
$188K
WWM
1112
Wolff Wiese Magana
California
$182K -$5.37K -162 -3%
CIA
1113
Cape Investment Advisory
Georgia
$176K +$9.02K +272 +5%
FMII
1114
Farmers & Merchants Investments Inc
Nebraska
$175K -$3.32K -100 -2%
FCA
1115
FinTrust Capital Advisors
South Carolina
$175K +$6.63K +200 +4%
UCB
1116
United Community Bank
South Carolina
$174K +$174K +5,239 New
GC
1117
Garde Capital
Washington
$171K -$45.8K -1,382 -21%
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$156K
RMC
1119
Resources Management Corp
Connecticut
$153K -$2.48K -75 -2%
IF
1120
Integrity Financial
Wyoming
$145K -$4.11K -124 -3%
IPW
1121
Impact Partnership Wealth
Georgia
$141K +$89.4K +2,694 +173%
FWP
1122
FAS Wealth Partners
Kansas
$139K +$3.72K +112 +3%
NF
1123
Norwood Financial
Pennsylvania
$138K
BHWM
1124
Beaird Harris Wealth Management
Texas
$135K
RP
1125
Rice Partnership
Hawaii
$133K