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Consumers Staples Select Sector SPDR Fund

1,063 hedge funds and large institutions have $14.5B invested in Consumers Staples Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 363 increasing their positions, 440 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-47
Holders Change %
-4.23%
% of All Funds
17.01%
Holding in Top 10
51
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-29.17%
% of All Funds
0.82%
New
108
Increased
363
Reduced
440
Closed
131
Calls
$488M
Puts
$668M
Net Calls
-$180M
Net Calls Change
+$765M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$11.4M +$1.69M +22,640 +17%
Creative Planning
127
Creative Planning
Kansas
$11.2M -$383K -5,126 -3%
AAS
128
Avantax Advisory Services
Texas
$11M +$563K +7,534 +5%
Wellington Management Group
129
Wellington Management Group
Massachusetts
$10.9M +$10.9M +145,725 New
AWS
130
Atria Wealth Solutions
New York
$10.8M -$450K -6,017 -4%
CA
131
Cetera Advisors
Colorado
$10.3M +$942K +12,612 +10%
BWM
132
Biltmore Wealth Management
Arizona
$10.2M -$115K -1,542 -1%
OPS
133
Orion Portfolio Solutions
Nebraska
$10.1M -$1.32M -17,700 -12%
BCI
134
Brinker Capital Investments
Pennsylvania
$10.1M +$10.1M +135,774 New
SWP
135
Stratos Wealth Partners
Ohio
$10.1M +$446K +5,971 +5%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$9.98M -$18.1M -241,677 -64%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$9.97M +$1.57M +21,039 +19%
CF
138
Centaurus Financial
California
$9.84M +$1.35M +18,125 +16%
NCM
139
Novare Capital Management
North Carolina
$9.45M +$423K +5,658 +5%
Lido Advisors
140
Lido Advisors
California
$9.3M -$24.3M -325,031 -72%
MPM
141
Meritage Portfolio Management
Kansas
$9.22M +$12.6K +169 +0.1%
SAS
142
Sage Advisory Services
Texas
$9.12M +$9.12M +122,126 New
IA
143
IFG Advisory
Georgia
$9.12M +$186K +2,496 +2%
SG
144
Sharper & Granite
California
$9.02M +$1.31M +17,505 +17%
PI
145
PFS Investments
Georgia
$8.91M +$8.91M +118,160 New
CFC
146
Client First Capital
California
$8.83M -$684K -9,158 -7%
EW
147
Evoke Wealth
California
$8.82M -$52.3K -847 -0.6%
KF
148
Krilogy Financial
Missouri
$8.82M +$1.71M +22,852 +24%
BFIC
149
Bedell Frazier Investment Counselling
California
$8.72M -$130K -1,735 -1%
IWM
150
IHT Wealth Management
Illinois
$8.71M +$251K +3,359 +3%