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Financial Select Sector SPDR Fund

1,576 hedge funds and large institutions have $31.1B invested in Financial Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 611 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,576
Holders Change
+88
Holders Change %
+5.91%
% of All Funds
22.8%
Holding in Top 10
78
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
183
Increased
611
Reduced
541
Closed
78
Calls
$9.05B
Puts
$15.4B
Net Calls
-$6.38B
Net Calls Change
-$2.23B
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
1401
Beacon Capital Management LLC (Tennessee)
Tennessee
$109K +$6.39K +141 +6%
PCA
1402
Providence Capital Advisors
North Carolina
$108K +$10.2K +226 +11%
BCV
1403
Banque Cantonale Vaudoise
Switzerland
$106K +$38.3K +845 +57%
JEST
1404
JTC Employer Solutions Trustee
Jersey
$105K
Russell Investments Group
1405
Russell Investments Group
United Kingdom
$105K +$68.3K +1,507 +188%
EWP
1406
Elevation Wealth Partners
California
$100K +$11.6K +257 +13%
OC
1407
Oakworth Capital
Alabama
$98.2K +$57.6K +1,270 +142%
CWM
1408
Compass Wealth Management
Connecticut
$97.4K
PMFA
1409
Plante Moran Financial Advisors
Michigan
$95.9K +$19.5K +431 +26%
HDIM
1410
Hanson & Doremus Investment Management
Vermont
$95K
DJSG
1411
D.J. St. Germain
Massachusetts
$94.9K -$14.5K -319 -13%
IRC
1412
Investors Research Corp
Georgia
$94.5K
HPIA
1413
Hamilton Point Investment Advisors
North Carolina
$90.6K +$90.6K +2,000 New
MG
1414
Mather Group
Illinois
$88.7K -$373K -8,220 -81%
NRG
1415
Nemes Rush Group
Michigan
$88.3K
CPA
1416
Clear Point Advisors
New York
$88.3K
OHWP
1417
Oak Harbor Wealth Partners
North Carolina
$88.1K
VF
1418
VitalStone Financial
Texas
$87.4K -$96.1K -2,120 -52%
FC
1419
Fairscale Capital
New Hampshire
$87.1K
PCMC
1420
Private Capital Management (Colorado)
Colorado
$86.3K +$23.6K +520 +38%
PCMC
1421
Planning Capital Management Corporation
Pennsylvania
$85.5K +$10.8K +238 +14%
WAS
1422
Winch Advisory Services
Wisconsin
$84.8K +$317 +7 +0.4%
DFA
1423
DHJJ Financial Advisors
Illinois
$82.8K -$31.7K -700 -28%
ITIM
1424
Indiana Trust & Investment Management
Indiana
$82K +$8.38K +185 +11%
FFA
1425
Fairfield Financial Advisors
Massachusetts
$80.2K +$136 +3 +0.2%