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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 %
BW
1151
Bison Wealth
Georgia
$337K +$14.9K +329 +5%
GIA
1152
Guyasuta Investment Advisors
Pennsylvania
$337K +$337K +7,430 New
SIMG
1153
Sonora Investment Management Group
Arizona
$336K -$97.3K -2,147 -22%
IAS
1154
Investment Advisory Services
Texas
$334K -$9.06K -200 -3%
BIM
1155
Baldwin Investment Management
Pennsylvania
$334K -$11.3K -250 -3%
STA
1156
Smith Thornton Advisors
Alabama
$332K
LWM
1157
LongView Wealth Management
Georgia
$332K +$181 +4 +0.1%
CAM
1158
Carret Asset Management
New York
$332K +$6.8K +150 +2%
LFASL
1159
Lugano Financial Advisors SA (LFA)
Switzerland
$331K
MCA
1160
MSH Capital Advisors
Arizona
$329K -$16.5K -365 -5%
VIM
1161
Vista Investment Management
Pennsylvania
$329K -$9.43K -208 -3%
AIM
1162
Aspen Investment Management
Michigan
$328K -$4.54K -100 -1%
HAM
1163
Harmony Asset Management
Arizona
$326K -$48.5K -1,070 -13%
PCM
1164
Parsons Capital Management
Rhode Island
$325K +$6.62K +146 +2%
LWM
1165
Liberty Wealth Management
California
$325K -$9.35K -206 -3%
TPA
1166
Trivium Point Advisory
Connecticut
$323K +$71.5K +1,437 +28%
APIM
1167
Agate Pass Investment Management
Washington
$322K -$64.3K -1,418 -17%
HCA
1168
Harbor Capital Advisors
Illinois
$322K +$178K +3,933 +124%
CMI
1169
Clare Market Investments
Texas
$321K -$158K -3,492 -33%
MAM
1170
Milestone Asset Management
Pennsylvania
$319K +$35.9K +793 +13%
AI
1171
Accredited Investors
Minnesota
$319K
LF
1172
LifeSteps Financial
California
$318K -$27.2K -600 -8%
CFS
1173
CRA Financial Services
New Jersey
$317K -$5.48K -121 -2%
HGERS
1174
Householder Group Estate & Retirement Specialist
Arizona
$317K -$98.2K -2,168 -24%
RFA
1175
Register Financial Advisors
Georgia
$317K +$3.54K +78 +1%