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Industrial Select Sector SPDR Fund

1,080 hedge funds and large institutions have $13.7B invested in Industrial Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 408 increasing their positions, 370 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
-6
Holders Change %
-0.55%
% of All Funds
17.22%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.72%
New
102
Increased
408
Reduced
370
Closed
95
Calls
$2.41B
Puts
$3.95B
Net Calls
-$1.54B
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
726
Kingswood Wealth Advisors
California
$322K -$21.2K -210 -6%
CNFG
727
Creegan & Nassoura Financial Group
New Hampshire
$322K -$7.6K -75 -2%
MC
728
Montag & Caldwell
Georgia
$322K +$322K +3,172 New
AWM
729
Activest Wealth Management
Florida
$321K +$321K +3,162 New
BCG
730
Breakwater Capital Group
New Jersey
$320K +$10.1K +102 +3%
JHCP
731
Jackson Hole Capital Partners
Oklahoma
$320K -$22.4K -221 -7%
SIM
732
Sterling Investment Management
Arizona
$316K -$16.3K -161 -5%
HSA
733
HBK Sorce Advisory
Pennsylvania
$316K -$228K -2,248 -42%
WP
734
WMS Partners
Maryland
$315K
WHC
735
Wulff, Hansen & Co
California
$315K
MG
736
Mather Group
Illinois
$314K -$105K -1,039 -25%
ERIM
737
Eagle Ridge Investment Management
Connecticut
$312K
B
738
Bailard
California
$310K -$121K -1,190 -28%
PPP
739
Private Portfolio Partners
New Jersey
$309K -$25.2K -249 -8%
GT
740
Greenleaf Trust
Michigan
$308K
NFSG
741
Newbridge Financial Services Group
Florida
$307K -$24.8K -245 -7%
ATC
742
Argent Trust Co
Tennessee
$307K
MAM
743
MWA Asset Management
Massachusetts
$306K +$306K +3,021 New
LNWWM
744
Laird Norton Wetherby Wealth Management
California
$306K +$36.7K +362 +14%
EM
745
ELCO Management
New York
$304K
NG
746
Northstar Group
New York
$304K
HTC
747
Haverford Trust Company
Pennsylvania
$303K +$303K +2,992 New
IGWM
748
ICA Group Wealth Management
Colorado
$302K +$69.6K +686 +30%
PWA
749
Provenance Wealth Advisors
Florida
$302K +$302K +2,982 New
KLCM
750
KG&L Capital Management
Louisiana
$300K -$912 -9 -0.3%