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Consumers Staples Select Sector SPDR Fund

1,111 hedge funds and large institutions have $14.1B invested in Consumers Staples Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 338 increasing their positions, 442 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+74
Holders Change %
+7.14%
% of All Funds
16.29%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
0.54%
New
192
Increased
338
Reduced
442
Closed
101
Calls
$981M
Puts
$1B
Net Calls
-$24.3M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
551
Marcum Wealth
Ohio
$715K -$256K -3,558 -26%
TFA
552
Transamerica Financial Advisors
Florida
$711K +$677K +9,394 +1,982%
IC
553
IEQ Capital
California
$697K -$1.17M -16,234 -63%
PWP
554
Phillips Wealth Planners
Mississippi
$695K -$139K -1,925 -17%
TFS
555
Thoroughbred Financial Services
Tennessee
$689K
KCFA
556
Key Client Fiduciary Advisors
New Jersey
$688K -$26.3K -365 -4%
CAG
557
Crestwood Advisors Group
Massachusetts
$686K +$14.7K +204 +2%
QT
558
Quantbot Technologies
New York
$686K +$686K +9,521 New
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$683K -$353K -4,907 -34%
Bank of Nova Scotia
560
Bank of Nova Scotia
Ontario, Canada
$678K -$5.91M -82,030 -90%
FT
561
Fiduciary Trust
Massachusetts
$673K -$283K -3,933 -30%
EAM
562
Evanson Asset Management
California
$672K
AWE
563
Avidian Wealth Enterprises
Texas
$671K -$906K -12,584 -57%
GWM
564
Geneos Wealth Management
Colorado
$659K +$36.9K +512 +6%
IAG
565
Investment Advisory Group
Massachusetts
$656K +$5.19K +72 +0.8%
IAIM
566
International Assets Investment Management
Florida
$655K -$45K -625 -6%
MC
567
Mathes Company
New York
$652K
SW
568
Simplicity Wealth
New Jersey
$651K +$651K +9,041 New
PS
569
Principal Securities
Iowa
$644K +$644K +8,937 New
HSBC Holdings
570
HSBC Holdings
United Kingdom
$643K -$4.39M -60,973 -87%
PA
571
Pinnacle Associates
New York
$642K -$48.2K -669 -7%
CAG
572
Csenge Advisory Group
Florida
$636K -$166K -2,311 -21%
WT
573
Whittier Trust
California
$629K -$981K -13,622 -61%
CG
574
Caprock Group
Idaho
$629K +$106K +1,478 +20%
VWA
575
Visionary Wealth Advisors
Illinois
$628K -$282K -3,914 -31%