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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 %
EWM
1276
Evermay Wealth Management
Virginia
$25.4K
Russell Investments Group
1277
Russell Investments Group
United Kingdom
$24.1K +$24.1K +751 New
SIS
1278
Sound Income Strategies
Florida
$23.6K +$7.49K +233 +47%
AWM
1279
Avior Wealth Management
Nebraska
$23.5K
CFFP
1280
Center for Financial Planning
Michigan
$22.7K
TIM
1281
Tortoise Investment Management
New York
$22.3K
AIA
1282
Armor Investment Advisors
North Carolina
$21.4K
FSWA
1283
Financial Synergies Wealth Advisors
Texas
$21.2K +$96 +3 +0.5%
QCG
1284
Quadrant Capital Group
Ohio
$20.4K
LFA
1285
Level Financial Advisors
New York
$20K
NIC
1286
Northwest Investment Counselors
Oregon
$19.7K +$32 +1 +0.2%
MHR
1287
Matthew Hamilton Rosenberg
$19.6K
WWP
1288
WR Wealth Planners
Missouri
$19.5K +$14.3K +445 +278%
SMFG
1289
Sumitomo Mitsui Financial Group
Japan
$18.7K -$26.7M -830,277 -100%
FRA
1290
Front Row Advisors
California
$18K
POIA
1291
Pin Oak Investment Advisors
Texas
$18K +$14.2K +455 +379%
FFA
1292
Farther Finance Advisors
California
$17.6K +$2.06K +64 +13%
HCM
1293
Highlander Capital Management
New Jersey
$17K -$75.5K -2,292 -82%
WAG
1294
Windsor Advisory Group
Ohio
$16.1K
BWAM
1295
Boyd Watterson Asset Management
Ohio
$16.1K
RDIA
1296
RE Dickinson Investment Advisors
Iowa
$16K
PP
1297
Pacifica Partners
Canada
$15.8K
IRAG
1298
Investment Research & Advisory Group
Georgia
$15.3K
BL
1299
Balentine LLC
Georgia
$15.3K +$9.81K +305 +179%
CT
1300
Clearstead Trust
Maine
$15K