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Financial Select Sector SPDR Fund

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B
Name Holding Trade Value Shares
Change
Shares
Change %
GWSA
1301
Global Wealth Strategies & Associates
Colorado
$120K -$66.6K -1,619 -36%
CT
1302
Colonial Trust
South Carolina
$117K
DF
1303
Dunhill Financial
United Kingdom
$111K
UCB
1304
United Community Bank
South Carolina
$108K
HFM
1305
Hartford Financial Management
Connecticut
$107K -$8.72K -212 -8%
DFA
1306
DHJJ Financial Advisors
Illinois
$104K -$6.37K -155 -6%
RP
1307
Rice Partnership
Hawaii
$103K
OCM
1308
Orion Capital Management
California
$103K
ME
1309
McIlrath & Eck
Washington
$102K +$41 +1 +0%
FFA
1310
Farther Finance Advisors
California
$102K +$43.6K +1,058 +75%
BWL
1311
Bogart Wealth LLC
Virginia
$99.7K -$12.5K -304 -11%
DJSG
1312
D.J. St. Germain
Massachusetts
$99.2K -$411 -10 -0.4%
WCM
1313
Winthrop Capital Management
Indiana
$99K +$23.5K +570 +31%
PCTC
1314
Perkins Coie Trust Company
Washington
$99K
BC
1315
Barrett & Company
Rhode Island
$98.8K -$16.4K -400 -14%
NP
1316
NorthRock Partners
Minnesota
$98.6K -$14.1K -344 -13%
LI
1317
LRI Investments
Florida
$97.2K
JEST
1318
JTC Employer Solutions Trustee
Jersey
$95K
SA
1319
Scarborough Advisors
Maryland
$93.6K -$22.7K -552 -20%
BCMLT
1320
Beacon Capital Management LLC (Tennessee)
Tennessee
$92.9K -$16.9K -410 -15%
IBOK
1321
Independence Bank of Kentucky
Kentucky
$89.6K +$12.3K +300 +16%
PCA
1322
Providence Capital Advisors
North Carolina
$88.4K +$7.4K +180 +9%
CWM
1323
Compass Wealth Management
Connecticut
$88.4K
NRG
1324
Nemes Rush Group
Michigan
$86.2K
HDIM
1325
Hanson & Doremus Investment Management
Vermont
$86K