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Consumer Discretionary Select Sector SPDR Fund

1,129 hedge funds and large institutions have $14.9B invested in Consumer Discretionary Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 390 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,129
Holders Change
-9
Holders Change %
-0.79%
% of All Funds
16.36%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
101
Increased
407
Reduced
390
Closed
91
Calls
$2.08B
Puts
$2.97B
Net Calls
-$897M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
826
Modera Wealth Management
New Jersey
$265K +$736 +4 +0.3%
PBK
827
Peoples Bank (Kansas)
Kansas
$264K +$13.6K +74 +5%
FA
828
Fiducient Advisors
Illinois
$264K
DDC
829
DF Dent & Co
Maryland
$263K
SMC
830
Smith, Moore & Co
Missouri
$261K -$33.7K -183 -11%
HWM
831
Horizon Wealth Management
Illinois
$261K -$48.2K -262 -16%
TGAM
832
TBH Global Asset Management
Tennessee
$260K
JFGIW
833
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K -$215K -1,171 -45%
3F
834
360 Financial
Minnesota
$257K +$257K +1,561 New
SWM
835
SeaCrest Wealth Management
New York
$256K -$57K -310 -18%
TPCW
836
TD Private Client Wealth
New York
$255K +$32K +174 +14%
CSC
837
Caldwell Sutter Capital
California
$255K
LWM
838
Lodestone Wealth Management
Washington
$255K +$8.83K +48 +4%
BW
839
BIP Wealth
Georgia
$255K
UOTTAIMCU
840
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$254K +$134K +730 +112%
SFC
841
SYM Financial Corp
Indiana
$254K
SAM
842
Strategy Asset Managers
California
$253K +$368 +2 +0.1%
BW
843
Bison Wealth
Georgia
$253K -$27.9K -152 -10%
PMFA
844
Plante Moran Financial Advisors
Michigan
$253K +$35.7K +194 +16%
ATI
845
Act Two Investors
California
$252K -$115K -626 -31%
IF
846
Ironwood Financial
Arizona
$252K -$2.02K -11 -0.8%
BWP
847
Balboa Wealth Partners
Arizona
$252K -$132K -717 -34%
LIA
848
LBMC Investment Advisors
Tennessee
$251K
YDMI
849
Y.D. More Investments
Israel
$250K
SLWA
850
San Luis Wealth Advisors
California
$250K