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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 %
HA
1576
Heartland Advisors
Wisconsin
-$206K -5,473 Closed
FAB
1577
First American Bank
Illinois
-$202K -5,385 Closed
RAG
1578
RIA Advisory Group
Iowa
-$313K -4,938 Closed
RIM
1579
Rockbridge Investment Management
New York
-$164K -4,355 Closed
PS
1580
Planned Solutions
California
-$120K -3,190 Closed
NFA
1581
Northwest Financial Advisors
Virginia
-$95.2K -2,532 Closed
TSW
1582
Thompson Siegel & Walmsley
Virginia
-$86K -2,298 Closed
GWMIA
1583
Global Wealth Management Investment Advisory
Florida
-$75.6K -2,011 Closed
RFA
1584
Resurgent Financial Advisors
Georgia
-$75.2K -2,000 Closed
AIMA
1585
Ables Iannone Moore & Associates
Georgia
-$61.3K -1,629 Closed
FBC
1586
Fairfield, Bush & Co
Connecticut
-$50.6K -1,346 Closed
DAC
1587
Dividend Assets Capital
South Carolina
-$48K -1,266 Closed
BGAI
1588
Bruce G. Allen Investments
Colorado
-$40.1K -1,066 Closed
ODG
1589
O'Dell Group
Ohio
-$34.8K -926 Closed
M
1590
MOTCO
Texas
-$30.8K -820 Closed
BWM
1591
BKM Wealth Management
Wisconsin
-$29.5K -785 Closed
OP
1592
ORG Partners
Indiana
-$27.9K -742 Closed
AWM
1593
Able Wealth Management
New Jersey
-$25.1K -668 Closed
LFA
1594
Livelsberger Financial Advisory
Ohio
-$23.6K -627 Closed
LFA
1595
Level Financial Advisors
New York
-$23.4K -623 Closed
SVCP
1596
Silicon Valley Capital Partners
California
-$14.1K -376 Closed
HI
1597
Hoey Investments
Pennsylvania
-$10.2K -270 Closed
MBFW
1598
Morton Brown Family Wealth
Pennsylvania
-$5.76K -153 Closed
MIM
1599
Macroview Investment Management
Maryland
-$5.68K -151 Closed
EA
1600
Evolution Advisers
Virginia
-$4K -104 Closed