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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 %
DWA
1476
Dougherty Wealth Advisers
Minnesota
$36.3K
HWP
1477
Highline Wealth Partners
California
$36.2K
FCT
1478
First Community Trust
Iowa
$35.8K -$9.06K -200 -20%
RA
1479
Rational Advisors
New York
$33.9K +$33.9K +749 New
BIA
1480
Bell Investment Advisors
California
$33.9K
CFFP
1481
Center for Financial Planning
Michigan
$32.9K
VCM
1482
Versant Capital Management
Arizona
$32.6K -$44.7K -987 -58%
N
1483
Natixis
France
$31.8K -$45.3M -999,396 -100%
RDIA
1484
RE Dickinson Investment Advisors
Iowa
$31.7K
RCM
1485
Raleigh Capital Management
North Carolina
$31.4K -$1.42M -31,430 -98%
OLVIG
1486
Oliver Lagore Vanvalin Investment Group
Michigan
$31.3K +$3.35K +74 +12%
FNWA
1487
Financial Network Wealth Advisors
Utah
$31.1K
CWP
1488
Concord Wealth Partners
Virginia
$30.5K +$3.17K +70 +12%
BWP
1489
Baldwin Wealth Partners
Massachusetts
$29.5K -$2.27K -50 -7%
CICI
1490
Capital Investment Counsel Inc
North Carolina
$29.5K
TCG
1491
Transcendent Capital Group
Oklahoma
$27.9K +$27.2K +600 +4,000%
NCM
1492
Northwest Capital Management
Oregon
$27.6K
MHR
1493
Matthew Hamilton Rosenberg
$27.6K +$9.16K +202 +50%
RS
1494
Rakuten Securities
Japan
$27.3K +$18.6K +410 +212%
WPA
1495
West Paces Advisors
Georgia
$27.2K
GWANC
1496
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.7K +$91 +2 +0.3%
CWM
1497
CarsonAllaria Wealth Management
Illinois
$26K +$26K +574 New
GGI
1498
Godsey & Gibb Inc
Virginia
$25.3K +$4.31K +95 +20%
GIA
1499
GHP Investment Advisors
Colorado
$23.7K +$91 +2 +0.4%
BWAM
1500
Boyd Watterson Asset Management
Ohio
$22.7K