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Consumers Staples Select Sector SPDR Fund

1,074 hedge funds and large institutions have $14.1B invested in Consumers Staples Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 420 increasing their positions, 386 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+11
Holders Change %
+1.03%
% of All Funds
16.94%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
112
Increased
420
Reduced
386
Closed
94
Calls
$406M
Puts
$567M
Net Calls
-$160M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$10.8M -$2.6M -35,088 -19%
BRWA
127
B. Riley Wealth Advisors
Florida
$10.8M -$1.13M -15,211 -9%
BWM
128
Biltmore Wealth Management
Arizona
$10.3M +$170K +2,298 +2%
BCI
129
Brinker Capital Investments
Pennsylvania
$10.2M +$121K +1,633 +1%
OPS
130
Orion Portfolio Solutions
Nebraska
$10.2M +$121K +1,633 +1%
SS
131
Simplicity Solutions
Minnesota
$10.2M -$2.1M -28,275 -17%
GKWIM
132
Gerber Kawasaki Wealth & Investment Management
California
$9.9M +$1.51M +20,408 +18%
PAS
133
Park Avenue Securities
New York
$9.76M +$2.42M +32,593 +33%
GL
134
Graypoint LLC
New York
$9.7M -$6.74M -90,935 -41%
ACM
135
Anfield Capital Management
California
$9.64M -$5.02M -67,748 -34%
BFG
136
Bleakley Financial Group
New Jersey
$9.6M -$2.19M -29,474 -19%
NCM
137
Novare Capital Management
North Carolina
$9.58M +$197K +2,658 +2%
JWCA
138
J.W. Cole Advisors
Florida
$9.27M +$617K +8,323 +7%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$9.26M +$3.08M +41,528 +50%
GBWM
140
Granite Bay Wealth Management
New Hampshire
$9.25M +$4.55M +61,387 +97%
SAS
141
Sage Advisory Services
Texas
$9.21M +$147K +1,976 +2%
IGWM
142
ICA Group Wealth Management
Colorado
$9.03M +$413K +5,564 +5%
Lido Advisors
143
Lido Advisors
California
$9M -$235K -3,169 -3%
CFC
144
Client First Capital
California
$8.97M +$203K +2,734 +2%
IA
145
IFG Advisory
Georgia
$8.79M -$265K -3,575 -3%
AA
146
Advisory Alpha
Michigan
$8.78M +$977K +13,166 +13%
KF
147
Krilogy Financial
Missouri
$8.69M -$66.2K -893 -0.8%
PI
148
PFS Investments
Georgia
$8.64M -$126K -1,697 -1%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$8.41M -$1.56M -20,913 -16%
IWC
150
Integrated Wealth Concepts
Massachusetts
$8.38M +$594K +8,010 +8%