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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 %
JWM
1251
Janiczek Wealth Management
Colorado
$38.1K -$164 -5 -0.4%
SFC
1252
SYM Financial Corp
Indiana
$38K -$16.7K -519 -30%
JFGIW
1253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.3K -$410K -12,746 -92%
SWA
1254
Sutton Wealth Advisors
Florida
$35.7K
EDRH
1255
Edmond de Rothschild Holding
Switzerland
$35.3K -$6.32M -196,572 -99%
C
1256
Covestor
United Kingdom
$35K -$1.86K -58 -5%
AFG
1257
Albion Financial Group
Utah
$33.3K
CWP
1258
Concord Wealth Partners
Virginia
$32.3K -$51.4K -1,599 -61%
BAM
1259
Bellevue Asset Management
Washington
$32.2K
PO
1260
Private Ocean
California
$32.1K -$772 -24 -2%
FCT
1261
First Community Trust
Iowa
$31.8K
WAM
1262
WFA Asset Management
Wisconsin
$31.6K +$161 +5 +0.5%
BWP
1263
Baldwin Wealth Partners
Massachusetts
$30.9K +$10K +311 +48%
TCOV
1264
Trust Company of Vermont
Vermont
$29.9K
BTI
1265
Blue Trust Inc
Georgia
$29K -$24.9K -713 -46%
AIC
1266
Archer Investment Corporation
Indiana
$28.2K
FCMT
1267
Founders Capital Management (Texas)
Texas
$28K +$32 +1 +0.1%
RG
1268
Retirement Group
California
$28K +$32 +1 +0.1%
LFG
1269
Larson Financial Group
Missouri
$27.8K
AWM
1270
AllSquare Wealth Management
New York
$26.7K
MCA
1271
Maryland Capital Advisors
Maryland
$26.6K
M
1272
MOTCO
Texas
$26.4K
TCWA
1273
Ten Capital Wealth Advisors
Washington
$26.3K
ADL
1274
Asset Dedication LLC
California
$26K -$1.86K -59 -7%
DWA
1275
Dougherty Wealth Advisers
Minnesota
$25.7K