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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 %
LF
1101
Lee Financial
Texas
$7.33K
GWS
1102
Glassman Wealth Services
Virginia
$7.16K
WWM
1103
Wolff Wiese Magana
California
$7.15K -$8.94K -50 -56%
BCM
1104
Bourgeon Capital Management
Connecticut
$6.8K
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$6.44K
IGWM
1106
ICA Group Wealth Management
Colorado
$6.26K +$6.26K +35 New
CMA
1107
Cedar Mountain Advisors
Oregon
$6.08K
RBA
1108
Richard Bernstein Advisors
New York
$6.08K +$6.08K +34 New
JWM
1109
Janiczek Wealth Management
Colorado
$6.05K
IHWM
1110
Iron Horse Wealth Management
Iowa
$5.9K
S
1111
Sachetta
Massachusetts
$5.85K +$5.85K +33 New
RCM
1112
Richardson Capital Management
Wisconsin
$5.48K +$5.48K +31 New
JPWM
1113
Jamison Private Wealth Management
Georgia
$5.37K
C
1114
Covestor
United Kingdom
$5K -$667 -4 -12%
POIA
1115
Pin Oak Investment Advisors
Texas
$5K
LCM
1116
Logan Capital Management
Pennsylvania
$4.84K +$4.84K +27 New
EAM
1117
Eukles Asset Management
Ohio
$4.83K
TWD
1118
True Wealth Design
Ohio
$4.83K +$4.83K +27 New
MIM
1119
MTM Investment Management
South Carolina
$4.47K
EC
1120
EdgeRock Capital
Colorado
$4.08K +$4.08K +23 New
BTI
1121
Blue Trust Inc
Georgia
$4K -$34K -221 -89%
NC
1122
NewSquare Capital
Pennsylvania
$3.6K -$18.9K -105 -84%
AFS
1123
Annapolis Financial Services
Maryland
$3.58K
AWM
1124
Angeles Wealth Management
California
$3.58K -$55.2K -309 -94%
AAMA
1125
Advanced Asset Management Advisors
Ohio
$3.58K