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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 %
BBPWM
1151
Blue Bell Private Wealth Management
Pennsylvania
$173K -$18.1K -562 -9%
CAC
1152
Core Alternative Capital
Georgia
$173K -$2.58M -80,219 -94%
LC
1153
Lindbrook Capital
California
$170K +$72.6K +2,258 +74%
FNBOSM
1154
First National Bank of South Miami
Florida
$168K -$2.38K -74 -1%
CM
1155
Caption Management
Oklahoma
$161K -$649K -20,200 -80%
CIA
1156
Cape Investment Advisory
Georgia
$156K +$156K +4,856 New
IF
1157
Integrity Financial
Wyoming
$144K -$450 -14 -0.3%
MTIM
1158
Marathon Trading Investment Management
Pennsylvania
$144K +$31.1K +968 +28%
BC
1159
Barrett & Company
Rhode Island
$143K -$54.7K -1,700 -28%
NF
1160
Norwood Financial
Pennsylvania
$133K +$643 +20 +0.5%
RP
1161
Rice Partnership
Hawaii
$132K +$3.22K +100 +3%
BHWM
1162
Beaird Harris Wealth Management
Texas
$131K
CFO
1163
Colony Family Offices
North Carolina
$129K +$129K +4,000 New
GI
1164
Gradient Investments
Minnesota
$128K +$108K +3,356 +541%
UFF
1165
USA Financial Formulas
Michigan
$127K +$127K +3,944 New
SMA
1166
Sage Mountain Advisors
Georgia
$126K
BG
1167
Bollard Group
Massachusetts
$124K +$482 +15 +0.4%
GCM
1168
Gables Capital Management
Florida
$122K -$9.65K -300 -7%
WOC
1169
West Oak Capital
California
$121K +$3.22K +100 +3%
DI
1170
Disciplined Investments
Oklahoma
$120K
MPCG
1171
Matrix Private Capital Group
New York
$119K -$381K -11,857 -76%
OCM
1172
Orion Capital Management
California
$113K
HFM
1173
Hartford Financial Management
Connecticut
$112K
PB
1174
Pinnacle Bancorp
Nebraska
$112K
BFPW
1175
BOK Financial Private Wealth
Colorado
$111K +$15.2K +474 +16%