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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 %
DWA
1226
Dougherty Wealth Advisers
Minnesota
$26.5K
TIM
1227
Tortoise Investment Management
New York
$26.4K +$33 +1 +0.1%
EWM
1228
Evermay Wealth Management
Virginia
$26.2K
WA
1229
WestEnd Advisors
North Carolina
$26.1K +$26.1K +788 New
Russell Investments Group
1230
Russell Investments Group
United Kingdom
$24.9K
CICI
1231
Capital Investment Counsel Inc
North Carolina
$24.9K +$24.9K +750 New
BIA
1232
Bell Investment Advisors
California
$24.8K
AWM
1233
Avior Wealth Management
Nebraska
$24.3K
PMEF
1234
Point72 Middle East FZE
United Arab Emirates
$24.1K +$24.1K +727 New
RDIA
1235
RE Dickinson Investment Advisors
Iowa
$23K +$6.57K +200 +40%
LFG
1236
Larson Financial Group
Missouri
$23K -$7.33K -221 -24%
AIA
1237
Armor Investment Advisors
North Carolina
$22.1K
FSWA
1238
Financial Synergies Wealth Advisors
Texas
$22.1K +$99 +3 +0.5%
SFG
1239
Steward Financial Group
Texas
$22K
SWM
1240
Sugarloaf Wealth Management
Georgia
$21.8K +$99 +3 +0.5%
BWP
1241
Baldwin Wealth Partners
Massachusetts
$21.6K -$10.3K -311 -32%
SWA
1242
Sutton Wealth Advisors
Florida
$21.2K
QCG
1243
Quadrant Capital Group
Ohio
$21.1K
LFA
1244
Level Financial Advisors
New York
$20.7K
NCM
1245
Northwest Capital Management
Oregon
$20.2K
MHR
1246
Matthew Hamilton Rosenberg
$20.2K
CWP
1247
Concord Wealth Partners
Virginia
$20K -$10.9K -328 -35%
WPA
1248
West Paces Advisors
Georgia
$19.9K -$33.2K -1,000 -63%
Legacy Financial Group (Iowa)
1249
Legacy Financial Group (Iowa)
Iowa
$19.7K +$19.7K +593 New
VF
1250
VitalStone Financial
Texas
$19K +$2.15K +64 +13%