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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 %
RWM
1576
Rialto Wealth Management
New York
$91.8K +$91.8K +1,900 New
WAS
1577
Winch Advisory Services
Wisconsin
$91.8K +$1.31K +27 +1%
PMFA
1578
Plante Moran Financial Advisors
Michigan
$89K -$13.2K -274 -13%
DFA
1579
DHJJ Financial Advisors
Illinois
$88.3K
MG
1580
Mather Group
Illinois
$86K -$8.65K -179 -9%
MIA
1581
MeadowBrook Investment Advisors
Michigan
$85.2K +$2.8K +58 +3%
SR
1582
Syntax Research
Florida
$84K
MTIC
1583
Missouri Trust & Investment Company
Missouri
$83.6K -$1.21K -25 -1%
EDRH
1584
Edmond de Rothschild Holding
Switzerland
$82.7K
CAL
1585
Capital Analysts LLC
Pennsylvania
$82K +$24.6K +507 +43%
DJSG
1586
D.J. St. Germain
Massachusetts
$81.9K -$19.3K -400 -19%
FP
1587
Financial Perspectives
Minnesota
$81.2K
C
1588
Covestor
United Kingdom
$81K +$8.25K +171 +11%
ITIM
1589
Indiana Trust & Investment Management
Indiana
$79.7K -$7.78K -161 -9%
SIM
1590
Synergy Investment Management
Florida
$79.3K +$79.3K +1,642 New
OC
1591
Oakworth Capital
Alabama
$78.2K -$26.5K -549 -25%
NRC
1592
New Republic Capital
North Carolina
$78K
FFA
1593
Fairfield Financial Advisors
Massachusetts
$75.8K -$9.76K -202 -11%
DCM
1594
Davis Capital Management
Florida
$75.7K -$1.69K -35 -2%
HWA
1595
HHM Wealth Advisors
Tennessee
$75.3K
WSC
1596
Wellington Shields & Co
New York
$72.6K
LB
1597
Legacy Bridge
Iowa
$71.8K
CJ
1598
Caitlin John
Michigan
$71.6K +$14.9K +308 +26%
MPWT
1599
MassMutual Private Wealth & Trust
Connecticut
$71.6K +$11.2K +231 +18%
FFWM
1600
Future Financial Wealth Management
Ohio
$71K