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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.

Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.39%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.35%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B
Name Market Value Shares Shares
Change
Shares
Change %
KF
151
Krilogy Financial
Missouri
$20.3M 419,181 +901 +0.2%
CAM
152
Cresset Asset Management
Illinois
$20.1M 416,560 -181,488 -30%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$20M 414,546 +6,198 +2%
LFP
154
Lakeshore Financial Planning
Michigan
$20M 413,491 +4,688 +1%
Creative Planning
155
Creative Planning
Kansas
$19.8M 408,747 +15,306 +4%
TAM
156
Tocqueville Asset Management
New York
$19.7M 408,395 +1,270 +0.3%
AAIM
157
Asset Advisors Investment Management
Georgia
$19.5M 404,416 +21,125 +6%
TW
158
Transform Wealth
Colorado
$19.5M 402,501 +388,174 +2,709%
QC
159
Quadrature Capital
United Kingdom
$19.2M 397,522 +9,002 +2%
Corient Private Wealth
160
Corient Private Wealth
Florida
$19M 515,443 -45,402 -8%
RFM
161
Royal Fund Management
Florida
$18.7M 387,764 -295,026 -43%
WWA
162
WCG Wealth Advisors
Nevada
$18.6M 384,509 -6,580 -2%
CFG
163
Citizens Financial Group
Rhode Island
$18.4M 381,379 +27,490 +8%
WA
164
WBH Advisory
Maryland
$18.3M 377,657 +41,571 +12%
TCM
165
Tradewinds Capital Management
Washington
$18.1M 375,411 -282,327 -43%
Comerica Bank
166
Comerica Bank
Texas
$17.8M 369,174 +21,416 +6%
RSWM
167
Robertson Stephens Wealth Management
California
$17.6M 365,182 +23,488 +7%
MSCM
168
McElhenny Sheffield Capital Management
Texas
$17.5M 361,760 +353,839 +4,467%
TCWA
169
Turtle Creek Wealth Advisors
Texas
$17.2M 356,688 +350,627 +5,785%
Point72 Asset Management
170
Point72 Asset Management
Connecticut
$17.2M 356,000 +66,782 +23%
SFA
171
Sequoia Financial Advisors
Ohio
$17.1M 354,428 +263,195 +288%
TTA
172
Thor Trading Advisors
Pennsylvania
$16.8M 347,350 +347,350 New
ONB
173
Old National Bancorp
Indiana
$16.5M 342,258 +17,887 +6%
APWA
174
Atlas Private Wealth Advisors
New Jersey
$16.5M 340,496 -9,726 -3%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$16.4M 340,236 +99,292 +41%