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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 %
BFS
1451
Bare Financial Services
Pennsylvania
$55.2K
FFA
1452
Frazier Financial Advisors
Ohio
$54.9K -$6.07K -134 -10%
Kayne Anderson Rudnick Investment Management
1453
Kayne Anderson Rudnick Investment Management
California
$54.6K
CAL
1454
Capital Analysts LLC
Pennsylvania
$54K -$1.41K -31 -3%
SFC
1455
SYM Financial Corp
Indiana
$53.6K
RWM
1456
Reston Wealth Management
Virginia
$53.6K +$53.6K +1,183 New
GJWM
1457
Gilliland Jeter Wealth Management
Arkansas
$52K +$136 +3 +0.3%
OW
1458
Olistico Wealth
Oklahoma
$51.3K
CA
1459
Claris Advisors
Missouri
$50.1K +$50.1K +1,105 New
T
1460
Tidemark
California
$47.1K
WWM
1461
Wagner Wealth Management
South Carolina
$46.3K +$181 +4 +0.4%
SN
1462
Sittner & Nelson
Oregon
$46K
WAM
1463
WFA Asset Management
Wisconsin
$45.7K +$136 +3 +0.3%
BAM
1464
Bellevue Asset Management
Washington
$45.3K
AIA
1465
Armor Investment Advisors
North Carolina
$44.3K
TCOV
1466
Trust Company of Vermont
Vermont
$44.2K
BFP
1467
Briaud Financial Planning
Texas
$44K
OP
1468
ORG Partners
Indiana
$43.4K +$21.2K +468 +96%
GBT
1469
Grove Bank & Trust
Florida
$42.2K -$186K -4,115 -82%
LFA
1470
LGT Financial Advisors
Texas
$41.9K +$28.7K +634 +219%
FMB
1471
Field & Main Bank
Kentucky
$40.3K
ADL
1472
Asset Dedication LLC
California
$39.8K
AFS
1473
Annapolis Financial Services
Maryland
$38.7K
AIC
1474
Archer Investment Corporation
Indiana
$38.4K -$770 -17 -2%
DI
1475
DAGCO Inc
Ohio
$38.1K -$27.2K -600 -42%