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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 %
PCFFS
1201
Pacific Center for Financial Services
California
$41.7K
CTWM
1202
Cherry Tree Wealth Management
Minnesota
$40.5K
BCMLT
1203
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.2K
SFC
1204
SYM Financial Corp
Indiana
$39.2K
RG
1205
Retirement Group
California
$38.7K +$9.55K +288 +33%
JWM
1206
Janiczek Wealth Management
Colorado
$36.8K -$1.66K -50 -4%
FFA
1207
Farther Finance Advisors
California
$36.6K +$7K +211 +24%
AIC
1208
Archer Investment Corporation
Indiana
$36K +$3.78K +114 +12%
IBOK
1209
Independence Bank of Kentucky
Kentucky
$35.5K
AAP
1210
Arax Advisory Partners
Colorado
$33.9K -$20.8K -627 -38%
WWM
1211
Wagner Wealth Management
South Carolina
$33.4K +$166 +5 +0.5%
BAM
1212
Bellevue Asset Management
Washington
$33.2K
PO
1213
Private Ocean
California
$33.1K -$995 -30 -3%
WAM
1214
WFA Asset Management
Wisconsin
$32.9K +$133 +4 +0.4%
CSWM
1215
Cassady Schiller Wealth Management
Ohio
$32.9K -$166 -5 -0.5%
FCT
1216
First Community Trust
Iowa
$32.8K
FGAM
1217
Financial Gravity Asset Management
Texas
$32.2K +$32.2K +1,006 New
BFP
1218
Briaud Financial Planning
Texas
$32K +$32K +983 New
TCOV
1219
Trust Company of Vermont
Vermont
$30.8K
C
1220
Covestor
United Kingdom
$29K -$2.13K -65 -7%
BTI
1221
Blue Trust Inc
Georgia
$29K +$947 +28 +3%
FCMT
1222
Founders Capital Management (Texas)
Texas
$28.9K +$33 +1 +0.1%
AFS
1223
Annapolis Financial Services
Maryland
$28.4K
M
1224
MOTCO
Texas
$27.2K
AWA
1225
Authentikos Wealth Advisory
California
$26.9K +$26.9K +811 New