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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
16.37%
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 %
EFP
1101
EnRich Financial Partners
Wisconsin
$8.09K +$8.09K +44 New
ADL
1102
Asset Dedication LLC
California
$8K
WTA
1103
Washington Trust Advisors
Massachusetts
$7.91K
CFO
1104
CVA Family Office
Colorado
$7.91K
WWM
1105
Wolff Wiese Magana
California
$7.36K
C
1106
Covestor
United Kingdom
$7K +$1.32K +7 +23%
CSWM
1107
Cassady Schiller Wealth Management
Ohio
$6.8K +$6.8K +37 New
PFBT
1108
Parkside Financial Bank & Trust
Missouri
$6.62K
CMA
1109
Cedar Mountain Advisors
Oregon
$6.25K
JWM
1110
Janiczek Wealth Management
Colorado
$6.22K
S
1111
Sachetta
Massachusetts
$5.85K
JPWM
1112
Jamison Private Wealth Management
Georgia
$5.52K
RG
1113
Retirement Group
California
$5.33K -$591K -3,214 -99%
POIA
1114
Pin Oak Investment Advisors
Texas
$5K
LCM
1115
Logan Capital Management
Pennsylvania
$4.99K
EAM
1116
Eukles Asset Management
Ohio
$4.97K
AAMA
1117
Advanced Asset Management Advisors
Ohio
$3.68K
NC
1118
NewSquare Capital
Pennsylvania
$3.68K
LWA
1119
Lowe Wealth Advisors
Maryland
$3.68K
AWM
1120
Angeles Wealth Management
California
$3.68K
CAM
1121
Costello Asset Management
Pennsylvania
$3.31K
HFM
1122
Hartford Financial Management
Connecticut
$2.39K
MA
1123
MCF Advisors
Kentucky
$2.21K
CTWM
1124
Cherry Tree Wealth Management
Minnesota
$2.21K
LF
1125
LifeSteps Financial
California
$2.21K +$2.21K +12 New