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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 %
PO
1226
Private Ocean
California
$34.6K +$1.01K +30 +3%
PAI
1227
Pittenger & Anderson Inc
Nebraska
$34.2K -$33.7K -1,000 -50%
WWM
1228
Wagner Wealth Management
South Carolina
$33.7K -$14K -415 -29%
BAM
1229
Bellevue Asset Management
Washington
$33.7K
CSWM
1230
Cassady Schiller Wealth Management
Ohio
$33.6K -$18.8K -557 -36%
FCT
1231
First Community Trust
Iowa
$33.3K
WAM
1232
WFA Asset Management
Wisconsin
$33.3K +$168 +5 +0.5%
MPCG
1233
Matrix Private Capital Group
New York
$32.8K -$91.8K -2,724 -74%
AIC
1234
Archer Investment Corporation
Indiana
$32.7K +$3.2K +95 +11%
BWP
1235
Baldwin Wealth Partners
Massachusetts
$32.4K
C
1236
Covestor
United Kingdom
$32K -$4.85K -144 -13%
SF
1237
Safeguard Financial
Wisconsin
$32K +$32K +961 New
CWP
1238
Concord Wealth Partners
Virginia
$31.4K -$2.53K -75 -7%
TCOV
1239
Trust Company of Vermont
Vermont
$31.4K
LFG
1240
Larson Financial Group
Missouri
$30.8K +$1.69K +50 +6%
FFA
1241
Farther Finance Advisors
California
$30.1K +$11.6K +345 +63%
RG
1242
Retirement Group
California
$29.7K +$34 +1 +0.1%
FCMT
1243
Founders Capital Management (Texas)
Texas
$29.4K +$34 +1 +0.1%
AFS
1244
Annapolis Financial Services
Maryland
$28.8K +$28.8K +855 New
MCA
1245
Maryland Capital Advisors
Maryland
$27.8K
M
1246
MOTCO
Texas
$27.6K
BTI
1247
Blue Trust Inc
Georgia
$27K
DWA
1248
Dougherty Wealth Advisers
Minnesota
$27K
TIM
1249
Tortoise Investment Management
New York
$26.8K +$3.37K +100 +14%
EWM
1250
Evermay Wealth Management
Virginia
$26.6K