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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 %
VDBMI
1276
Van Den Berg Management I
Texas
$10.6K
CCP
1277
Carmel Capital Partners
California
$10.5K +$10.5K +316 New
SIS
1278
Sound Income Strategies
Florida
$9.95K
CWA
1279
Core Wealth Advisors
Florida
$9.95K
AWM
1280
Abound Wealth Management
Tennessee
$9.69K
SFCL
1281
Strengthening Families & Communities LLC
Massachusetts
$9K +$32 +1 +0.4%
KHC
1282
Koesten Hirschmann & Crabtree
Kansas
$8.39K +$8.39K +253 New
SMFG
1283
Sumitomo Mitsui Financial Group
Japan
$8.29K -$730 -22 -8%
HB
1284
Horizon Bancorp
Indiana
$8K -$6.04K -179 -43%
OHWP
1285
Oak Harbor Wealth Partners
North Carolina
$7.63K
JFA
1286
JNBA Financial Advisors
Minnesota
$7.43K -$2.52K -76 -25%
CSB
1287
City State Bank
Iowa
$7K
FMB
1288
Field & Main Bank
Kentucky
$6.3K
CNBTD
1289
Citizens National Bank Trust Department
Mississippi
$6.14K
LWCFA
1290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6K +180 New
LWA
1291
Lowe Wealth Advisors
Maryland
$5.97K
BL
1292
Balentine LLC
Georgia
$5.64K
EAM
1293
Eukles Asset Management
Ohio
$5.08K
MIM
1294
Macroview Investment Management
Maryland
$5.01K
DAM
1295
Delta Asset Management
Tennessee
$5K
ADL
1296
Asset Dedication LLC
California
$5K -$46.2K -1,423 -90%
FGA
1297
Fortis Group Advisors
New Jersey
$4.77K +$4.77K +144 New
CAM
1298
Costello Asset Management
Pennsylvania
$4.21K
POIA
1299
Pin Oak Investment Advisors
Texas
$4K
VAG
1300
VisionPoint Advisory Group
Texas
$3.88K -$8.06K -243 -68%