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Consumer Discretionary Select Sector SPDR Fund

1,138 hedge funds and large institutions have $14.7B invested in Consumer Discretionary Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 356 increasing their positions, 391 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+101
Holders Change %
+9.74%
% of All Funds
16.68%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
192
Increased
356
Reduced
391
Closed
78
Calls
$1.99B
Puts
$3.24B
Net Calls
-$1.24B
Net Calls Change
-$467M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
626
Newbridge Financial Services Group
Florida
$539K -$174K -973 -24%
ML
627
McAdam LLC
Pennsylvania
$538K
VWA
628
Visionary Wealth Advisors
Illinois
$537K -$319K -1,786 -37%
COCM
629
Charter Oak Capital Management
New Hampshire
$537K +$53.6K +300 +11%
ERIM
630
Eagle Ridge Investment Management
Connecticut
$536K
PWP
631
Phillips Wealth Planners
Mississippi
$535K -$14.9K -86 -3%
PG
632
Prostatis Group
Maryland
$522K -$16.3K -91 -3%
FTS
633
Fifth Third Securities
Ohio
$519K -$3.04K -17 -0.6%
TSS
634
Two Sigma Securities
New York
$519K +$89.4K +500 +21%
FT
635
Fiduciary Trust
Massachusetts
$518K
KWA
636
Kellett Wealth Advisors
Ohio
$515K +$515K +2,882 New
CDH
637
Charles D. Hyman
$514K
Chevy Chase Trust
638
Chevy Chase Trust
Maryland
$514K +$74.4K +416 +17%
BCP
639
Blue Chip Partners
Michigan
$511K +$147K +821 +40%
TI
640
tru Independence
Oregon
$501K -$708K -3,961 -59%
BFW
641
Brady Family Wealth
Missouri
$500K +$500K +2,796 New
PCG
642
Prosperity Consulting Group
Maryland
$497K +$179 +1 +0%
BWP
643
Baldwin Wealth Partners
Massachusetts
$495K
BMWM
644
Brown Miller Wealth Management
Virginia
$495K
LG
645
Leuthold Group
Minnesota
$494K +$61.9K +346 +14%
APP
646
Avantax Planning Partners
Iowa
$492K -$604K -3,379 -55%
MCM
647
Mendel Capital Management
Arkansas
$491K +$71.5K +400 +17%
MWA
648
Meridian Wealth Advisors
Texas
$490K
WQ
649
Wealth Quarterback
New Jersey
$489K +$489K +2,737 New
GGS
650
Galvin Gaustad & Stein
Arizona
$489K -$2.68K -15 -0.5%