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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 %
PO
1376
Private Ocean
California
$44.6K
T
1377
Tidemark
California
$42.7K -$152K -3,704 -78%
WWM
1378
Wagner Wealth Management
South Carolina
$41.8K +$165 +4 +0.4%
SN
1379
Sittner & Nelson
Oregon
$41.7K +$41.7K +1,014 New
WAM
1380
WFA Asset Management
Wisconsin
$41.3K +$164 +4 +0.4%
BAM
1381
Bellevue Asset Management
Washington
$41.1K
FMP
1382
Financial Management Professionals
Texas
$41K -$72.4K -1,763 -64%
FCT
1383
First Community Trust
Iowa
$40.7K
AIA
1384
Armor Investment Advisors
North Carolina
$40.2K
TCOV
1385
Trust Company of Vermont
Vermont
$40.1K
BFP
1386
Briaud Financial Planning
Texas
$40K
OC
1387
Oakworth Capital
Alabama
$36.9K -$329 -8 -0.9%
FMB
1388
Field & Main Bank
Kentucky
$36.6K +$28.8K +700 +368%
ADL
1389
Asset Dedication LLC
California
$36.1K +$29.8K +725 +471%
AIC
1390
Archer Investment Corporation
Indiana
$35.5K -$10.2K -249 -22%
AFS
1391
Annapolis Financial Services
Maryland
$35.2K
Russell Investments Group
1392
Russell Investments Group
United Kingdom
$32.9K +$2.06K +50 +7%
DWA
1393
Dougherty Wealth Advisers
Minnesota
$32.9K
HWP
1394
Highline Wealth Partners
California
$32.8K +$2.92K +71 +10%
EWM
1395
Evermay Wealth Management
Virginia
$32.5K
TCM
1396
Tradewinds Capital Management
Washington
$32K -$29M -705,282 -100%
RWMG
1397
Redwood Wealth Management Group
New Jersey
$30.8K +$30.8K +750 New
BIA
1398
Bell Investment Advisors
California
$30.8K
CFFP
1399
Center for Financial Planning
Michigan
$29.8K
RDIA
1400
RE Dickinson Investment Advisors
Iowa
$28.8K