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Consumer Discretionary Select Sector SPDR Fund

946 hedge funds and large institutions have $223B invested in Consumer Discretionary Select Sector SPDR Fund in 2021 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 363 increasing their positions, 297 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
-5
Holders Change %
-0.53%
% of All Funds
16.61%
Holding in Top 10
40
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-21.57%
% of All Funds
0.7%
New
81
Increased
363
Reduced
297
Closed
71
Calls
$1.24B
Puts
$2.03B
Net Calls
-$792M
Net Calls Change
-$539M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
401
Shepherd Financial Partners
Massachusetts
$1.16M
FAIM
402
Financial Advocates Investment Management
Washington
$1.16M -$199K -1,111 -15%
SFA
403
Source Financial Advisors
New York
$1.16M -$28.5K -159 -2%
GFS
404
GYL Financial Synergies
Connecticut
$1.16M +$2.87K +16 +0.2%
OL
405
Optas LLC
Texas
$1.15M
NFSG
406
Newbridge Financial Services Group
Florida
$1.15M +$401K +2,237 +53%
WT
407
Whittier Trust
California
$1.15M
CAM
408
Cresset Asset Management
Illinois
$1.13M +$127K +707 +13%
SLWA
409
San Luis Wealth Advisors
California
$1.13M +$1.13M +6,293 New
HWA
410
Heartwood Wealth Advisors
Virginia
$1.13M +$14.2K +79 +1%
IFWM
411
Institute for Wealth Management
Colorado
$1.12M -$35K -195 -3%
SFG
412
StrategIQ Financial Group
Indiana
$1.12M +$42.7K +238 +4%
SBH
413
Segall Bryant & Hamill
Illinois
$1.12M -$216K -1,200 -16%
CIBC Private Wealth Group
414
CIBC Private Wealth Group
Georgia
$1.11M +$4.84K +27 +0.4%
9WM
415
9258 Wealth Management
Ohio
$1.09M +$20.1K +112 +2%
PSUF
416
People's United Financial
Connecticut
$1.09M -$46.6K -260 -4%
BFA
417
Beaumont Financial Advisors
Massachusetts
$1.08M +$85K +473 +9%
YAVAPFMC
418
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.06M +$1.06M +5,921 New
RWA
419
Roberts Wealth Advisors
California
$1.06M +$1.06M +5,900 New
Wealth Enhancement Advisory Services
420
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$233K +1,179 +28%
FWSM
421
First Wilshire Securities Management
California
$1.04M
WPW
422
Waldron Private Wealth
Pennsylvania
$1.04M +$690K +3,850 +200%
HAS
423
HBW Advisory Services
California
$1.02M +$50.2K +280 +5%
TFF
424
The Family Firm
Maryland
$1.02M +$763 +4 +0.1%
JIR
425
James Investment Research
Ohio
$1.02M +$927K +5,170 +1,034%