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Financial Select Sector SPDR Fund

1,335 hedge funds and large institutions have $23.3B invested in Financial Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 385 increasing their positions, 640 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-18
Holders Change %
-1.33%
% of All Funds
21.06%
Holding in Top 10
53
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-20.9%
% of All Funds
0.84%
New
126
Increased
385
Reduced
640
Closed
130
Calls
$4.51B
Puts
$6.88B
Net Calls
-$2.37B
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MTIC
1176
Missouri Trust & Investment Company
Missouri
$82.9K -$11.8K -350 -12%
ANBT
1177
American National Bank & Trust
Texas
$82.1K -$20.6K -612 -20%
SCA
1178
Stonebridge Capital Advisors
Minnesota
$79.4K -$34K -1,010 -30%
JEST
1179
JTC Employer Solutions Trustee
Jersey
$78K
FPFS
1180
First Personal Financial Services
North Carolina
$77.3K
TSW
1181
Thompson Siegel & Walmsley
Virginia
$77K
CT
1182
Colonial Trust
South Carolina
$74.2K +$6.74K +200 +10%
BWL
1183
Bogart Wealth LLC
Virginia
$71K
LB
1184
Legacy Bridge
Iowa
$70.6K
HDIM
1185
Hanson & Doremus Investment Management
Vermont
$70K
First Manhattan
1186
First Manhattan
New York
$69.3K +$7.18K +213 +12%
HS
1187
Horan Securities
United States
$68.8K +$34 +1 +0%
GWMIA
1188
Global Wealth Management Investment Advisory
Florida
$67.8K +$67.8K +2,011 New
AIP
1189
Ameritas Investment Partners
Nebraska
$67.6K -$3.41K -101 -5%
BWM
1190
BerganKDV Wealth Management
Minnesota
$67.4K
IRC
1191
Investors Research Corp
Georgia
$67.1K
CIA
1192
Choate Investment Advisors
Massachusetts
$66.6K
EWP
1193
Elevation Wealth Partners
California
$65.4K
NSG
1194
Nalls Sherbakoff Group
Tennessee
$65.1K
VC
1195
Vestor Capital
Illinois
$64K
AIM
1196
Arcadia Investment Management
Michigan
$63.2K
WAS
1197
Winch Advisory Services
Wisconsin
$62K +$271 +8 +0.4%
PMFA
1198
Plante Moran Financial Advisors
Michigan
$56.8K +$8.5K +252 +18%
FP
1199
Financial Perspectives
Minnesota
$56.7K +$8.06K +239 +17%
QC
1200
Quent Capital
New York
$56K