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Financial Select Sector SPDR Fund

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.38%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B
Name Holding Trade Value Shares
Change
Shares
Change %
SWTS
1451
Stonehaven Wealth & Tax Solutions
Wisconsin
$232K +$232K +4,807 New
SIAG
1452
Safeguard Investment Advisory Group
California
$232K -$5.56K -115 -2%
WS
1453
Wela Strategies
Georgia
$231K -$26.5M -112,864 -99%
NF
1454
Nikulski Financial
Iowa
$231K
GAM
1455
GEM Asset Management
Michigan
$231K +$231K +4,776 New
CAWM
1456
Capital Advisors Wealth Management
Washington
$230K +$230K +4,758 New
DPI
1457
Diversified Portfolios Inc
Michigan
$230K
CC
1458
Chicago Capital
Illinois
$229K
FAB
1459
First American Bank
Illinois
$228K +$228K +4,720 New
FWTB
1460
First Western Trust Bank
Colorado
$227K
SF
1461
Safeguard Financial
Wisconsin
$227K +$966 +20 +0.4%
LCM
1462
Lazari Capital Management
California
$227K +$48 +1 +0%
DP
1463
Dearborn Partners
Illinois
$225K +$97 +2 +0%
ISFAN
1464
Investor's Fiduciary Advisor Network
Washington
$225K +$225K +4,665 New
TVAMP
1465
Tennessee Valley Asset Management Partners
Tennessee
$225K +$4.59K +95 +2%
BIAS
1466
Beacon Investment Advisory Services
New Jersey
$224K
SAM
1467
Sawgrass Asset Management
Florida
$224K
SDH
1468
Sloy Dahl & Holst
Washington
$223K
BP
1469
BBR Partners
New York
$222K
CT
1470
Colonial Trust
South Carolina
$222K +$38.7K +800 +21%
ACM
1471
AUA Capital Management
Pennsylvania
$222K
BFM
1472
Boston Financial Management
Massachusetts
$222K +$5.32K +110 +2%
TA
1473
TFB Advisors
Kansas
$221K +$221K +4,579 New
VFPW
1474
Vantage Financial Partners (Wisconsin)
Wisconsin
$220K -$437K -9,044 -66%
HWM
1475
Horizon Wealth Management
Illinois
$220K -$1.86M -38,562 -89%