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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 %
DWM
201
Destination Wealth Management
California
$4.48M +$44.1K +612 +1%
TW
202
TrinityPoint Wealth
Connecticut
$4.46M +$318K +4,421 +8%
VIA
203
Vickerman Investment Advisors
Washington
$4.44M +$270K +3,748 +6%
Cerity Partners
204
Cerity Partners
New York
$4.4M +$3.68M +51,133 +511%
BCM
205
Beaumont Capital Management
Massachusetts
$4.4M +$4.4M +61,127 New
ICG
206
InterOcean Capital Group
Tennessee
$4.4M +$132K +1,830 +3%
TCA
207
Transcend Capital Advisors
New Jersey
$4.4M +$201K +2,792 +5%
FIM
208
Freedom Investment Management
Connecticut
$4.36M +$520K +7,213 +14%
FCM
209
Fortis Capital Management
Washington
$4.32M
WA
210
WBH Advisory
Maryland
$4.24M -$594K -8,250 -12%
TW
211
Transform Wealth
Colorado
$4.24M +$1.17M +16,178 +38%
FC
212
FCA Corp
Texas
$4.23M +$35.2K +489 +0.8%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$4.17M +$4.17M +57,916 New
RWA
214
Rooted Wealth Advisors
Illinois
$4.17M +$597K +8,078 +17%
AA
215
AlphaMark Advisors
Kentucky
$4.17M +$86.3K +1,198 +2%
MC
216
Martin & Co
Tennessee
$4.15M -$79.2K -1,100 -2%
Lido Advisors
217
Lido Advisors
California
$4.07M -$540K -7,495 -12%
WWM
218
WT Wealth Management
Arizona
$4.07M +$4.07M +56,453 New
EGWAG
219
Elwood & Goetz Wealth Advisory Group
Georgia
$4.06M -$615K -8,540 -13%
ABC
220
Associated Banc-Corp
Wisconsin
$4.04M +$383K +5,316 +10%
CCS
221
Concentric Capital Strategies
Connecticut
$4.03M +$4.03M +55,985 New
MWPCG
222
Measured Wealth Private Client Group
New Hampshire
$4M +$29.6K +411 +0.7%
AAIM
223
Asset Advisors Investment Management
Georgia
$3.99M -$15.2K -211 -0.4%
DWM
224
Dakota Wealth Management
Florida
$3.96M +$20.7K +288 +0.5%
AIM
225
Astor Investment Management
Illinois
$3.9M +$1.44M +19,993 +59%