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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 %
WA
1226
WestEnd Advisors
North Carolina
$57.1K -$87.8K -2,567 Closed
QC
1227
Quent Capital
New York
$53.4K +$53.4K +1,661 New
BCMLT
1228
Beacon Capital Management LLC (Tennessee)
Tennessee
$52.4K -$10.1K -313 -16%
WPA
1229
West Paces Advisors
Georgia
$51.4K -$6.43K -200 -11%
FFA
1230
Fairfield Financial Advisors
Massachusetts
$50.5K +$2.64K +83 +6%
BA
1231
Bellwether Advisors
Nebraska
$50.2K +$40.5K +1,260 +421%
CSWM
1232
Cassady Schiller Wealth Management
Ohio
$49.9K +$161 +5 +0.3%
HWA
1233
HHM Wealth Advisors
Tennessee
$49.2K
HR
1234
Howe & Rusling
New York
$47.7K -$772 -24 -2%
MRC
1235
Millburn Ridgefield Corp
New York
$47.6K -$45.7K -1,423 -49%
TFP
1236
Tilia Fiduciary Partners
North Carolina
$47.1K +$32 +1 +0.1%
FP
1237
Financial Perspectives
Minnesota
$46.4K
PMFA
1238
Plante Moran Financial Advisors
Michigan
$46K -$49.3K -1,533 -52%
CMP
1239
Coston McIsaac & Partners
Maine
$46K +$46K +1,452 New
WWM
1240
Wagner Wealth Management
South Carolina
$45.5K -$35.2K -1,096 -44%
MWM
1241
Mascoma Wealth Management
New Hampshire
$45.3K
MAWCM
1242
Mine & Arao Wealth Creation & Management
California
$44.9K +$64 +2 +0.1%
VFA
1243
Values First Advisors
Tennessee
$44.6K +$44.6K +1,387 New
IBOK
1244
Independence Bank of Kentucky
Kentucky
$44K
DAC
1245
Dividend Assets Capital
South Carolina
$43K
PPC
1246
Park Place Capital
Alabama
$43K
TC
1247
Truvestments Capital
Florida
$41.8K -$7.11K -221 -15%
PCFFS
1248
Pacific Center for Financial Services
California
$40.4K +$40.4K +1,256 New
HPIA
1249
Hamilton Point Investment Advisors
North Carolina
$39.5K +$39.5K +1,229 New
AIP
1250
Ahrens Investment Partners
Louisiana
$39K +$39K +1,214 New