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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 %
SLWA
851
San Luis Wealth Advisors
California
$243K -$96.4K -540 -28%
VCM
852
Vivaldi Capital Management
Illinois
$243K +$243K +1,378 New
Deutsche Bank
853
Deutsche Bank
Germany
$242K
LWM
854
Lodestone Wealth Management
Washington
$240K +$13.2K +74 +6%
AWM
855
Aries Wealth Management
Maine
$239K
GWP
856
Gateway Wealth Partners
Wisconsin
$237K -$107K -598 -31%
SQA
857
Simon Quick Advisors
New Jersey
$237K +$237K +1,327 New
MWA
858
Midland Wealth Advisors
Illinois
$237K +$237K +1,325 New
DCM
859
Donaldson Capital Management
Indiana
$237K +$237K +1,323 New
FPB
860
First PREMIER Bank
South Dakota
$236K
BP
861
Broadleaf Partners
Ohio
$235K
SCM
862
Sebold Capital Management
Illinois
$234K +$234K +1,308 New
UCB
863
United Community Bank
South Carolina
$233K
CT
864
Cambridge Trust
Massachusetts
$232K
NS
865
NBC Securities
Alabama
$232K +$76.7K +429 +49%
CWM
866
Cornerstone Wealth Management
Missouri
$232K -$11.3K -63 -5%
SAM
867
Secure Asset Management
Michigan
$231K +$358 +2 +0.2%
CA
868
Continuum Advisory
Idaho
$230K -$8.94K -50 -4%
AFG
869
Albion Financial Group
Utah
$229K
DI
870
Diligent Investors
California
$229K
MAM
871
MWA Asset Management
Massachusetts
$229K -$894 -5 -0.4%
AF
872
Apexium Financial
Texas
$228K -$2.86K -16 -1%
EE
873
EWG Elevate
California
$226K
PGWM
874
Parisi Gray Wealth Management
New Jersey
$225K +$536 +3 +0.2%
EW
875
Element Wealth
Mississippi
$225K