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Financial Select Sector SPDR Fund

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Shares
Change %
CT
1451
Clearstead Trust
Maine
$19.6K
AFWM
1452
Abich Financial Wealth Management
Virginia
$19K
SIC
1453
SJS Investment Consulting
Ohio
$18.5K +$18.5K +439 New
CTA
1454
Colonial Trust Advisors
South Carolina
$18.4K +$1.18K +28 +7%
MFT
1455
Moisand Fitzgerald Tamayo
Florida
$18K
MWM
1456
Mascoma Wealth Management
New Hampshire
$17.8K
BLC
1457
Brown, Lisle/Cummings
Rhode Island
$16.8K
MPCG
1458
Matrix Private Capital Group
New York
$16.4K
RFG
1459
REAP Financial Group
Texas
$16.3K
VDBMI
1460
Van Den Berg Management I
Texas
$13.4K
CWA
1461
Core Wealth Advisors
Florida
$12.6K
AWM
1462
Abound Wealth Management
Tennessee
$12.3K
KWAG
1463
Kiely Wealth Advisory Group
North Carolina
$12.3K
SFCL
1464
Strengthening Families & Communities LLC
Massachusetts
$12K +$42 +1 +0.4%
ACA
1465
American Capital Advisory
Idaho
$10.7K +$4.37K +136 +69%
PWMG
1466
Private Wealth Management Group
New Jersey
$10.5K
PAM
1467
Palisade Asset Management
Minnesota
$10.3K -$344K -8,156 -97%
JFA
1468
JNBA Financial Advisors
Minnesota
$9.44K
CTWM
1469
Cherry Tree Wealth Management
Minnesota
$9.31K
EAM
1470
Eukles Asset Management
Ohio
$9.22K +$2.78K +66 +43%
WWP
1471
WR Wealth Planners
Missouri
$8.8K +$8.8K +209 New
FMB
1472
Field & Main Bank
Kentucky
$8K
CSB
1473
City State Bank
Iowa
$8K
LWA
1474
Lowe Wealth Advisors
Maryland
$7.58K
SMFG
1475
Sumitomo Mitsui Financial Group
Japan
$7.54K -$842 -20 -10%