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Financial Select Sector SPDR Fund

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.26%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1226
Clearwater Capital Advisors
Illinois
$200K -$110K -2,925 -35%
ACP
1227
Aviance Capital Partners
Florida
$200K -$45.1K -1,199 -18%
SIC
1228
Sterling Investment Counsel
New York
$200K +$200K +5,320 New
RFA
1229
Register Financial Advisors
Georgia
$198K +$183K +4,863 +1,172%
FCA
1230
FinTrust Capital Advisors
South Carolina
$198K
UCB
1231
United Community Bank
South Carolina
$197K
HCA
1232
Harbor Capital Advisors
Illinois
$197K +$197K +5,232 New
NMM
1233
Naples Money Management
Florida
$196K +$196K +5,226 New
FMII
1234
Farmers & Merchants Investments Inc
Nebraska
$196K -$1.88K -50 -0.9%
BWL
1235
Bogart Wealth LLC
Virginia
$193K +$103K +2,751 +116%
GWANC
1236
Guardian Wealth Advisors (North Carolina)
North Carolina
$191K -$65K -1,755 -25%
RMC
1237
Resources Management Corp
Connecticut
$177K +$3.01K +80 +2%
BCWM
1238
Bartlett & Co Wealth Management
Ohio
$173K -$119K -3,158 -41%
BC
1239
Bartlett & Co
Ohio
$173K -$119K -3,158 -41%
GWSA
1240
Global Wealth Strategies & Associates
Colorado
$170K -$3.23M -85,999 -95%
CAS
1241
Coppell Advisory Solutions
Texas
$169K -$99.7K -2,653 -37%
YDMI
1242
Y.D. More Investments
Israel
$168K +$25.1K +667 +17%
RIM
1243
Rockbridge Investment Management
New York
$164K +$164K +4,355 New
Bessemer Group
1244
Bessemer Group
New Jersey
$163K -$88.3K -2,352 -35%
IF
1245
Integrity Financial
Wyoming
$162K -$2.44K -65 -1%
VC
1246
Vestor Capital
Illinois
$158K +$88.6K +2,352 +128%
LFG
1247
Larson Financial Group
Missouri
$158K +$132K +3,500 +505%
NF
1248
Norwood Financial
Pennsylvania
$156K
BHWM
1249
Beaird Harris Wealth Management
Texas
$153K
SMA
1250
Sage Mountain Advisors
Georgia
$147K