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Technology Select Sector SPDR Fund

1,897 hedge funds and large institutions have $35.1B invested in Technology Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 685 increasing their positions, 593 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+222
Holders Change %
+13.25%
% of All Funds
27.81%
Holding in Top 10
203
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+29.3%
% of All Funds
2.98%
New
311
Increased
685
Reduced
593
Closed
62
Calls
$2.35B
Puts
$4.34B
Net Calls
-$1.99B
Net Calls Change
-$826M
Name Holding Trade Value Shares
Change
Shares
Change %
OHWP
1701
Oak Harbor Wealth Partners
North Carolina
$192K
BC
1702
Belmont Capital
California
$192K +$192K +1,000 New
PFM
1703
Phillips Financial Management
Indiana
$190K +$24.8K +129 +15%
POIA
1704
Pin Oak Investment Advisors
Texas
$190K
FIM
1705
FWL Investment Management
Texas
$187K
MTIC
1706
Missouri Trust & Investment Company
Missouri
$177K +$3.85K +20 +2%
SMA
1707
Sage Mountain Advisors
Georgia
$177K
AWM
1708
Activest Wealth Management
Florida
$177K +$28.7K +149 +19%
M
1709
MOTCO
Texas
$174K
AT
1710
Avalon Trust
New Mexico
$173K +$173K +901 New
OIA
1711
Optimum Investment Advisors
Illinois
$173K -$9.62K -50 -5%
RAM
1712
Ramirez Asset Management
New York
$173K
CSWM
1713
Cassady Schiller Wealth Management
Ohio
$173K
BWM
1714
BKM Wealth Management
Wisconsin
$172K +$172K +894 New
IRC
1715
Investors Research Corp
Georgia
$170K
JFG
1716
JDM Financial Group
Texas
$169K
BA
1717
Ballast Advisors
Minnesota
$167K +$1.16K +6 +0.7%
NCM
1718
Northwest Capital Management
Oregon
$167K
HPIA
1719
Hamilton Point Investment Advisors
North Carolina
$167K
CT
1720
Colonial Trust
South Carolina
$165K
AWM
1721
Avior Wealth Management
Nebraska
$164K +$9.82K +51 +6%
DCM
1722
Davis Capital Management
Florida
$161K +$161K +836 New
RFG
1723
REAP Financial Group
Texas
$160K +$160K +832 New
LFASL
1724
Lugano Financial Advisors SA (LFA)
Switzerland
$156K
APW
1725
Atlantic Private Wealth
North Carolina
$156K