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Consumer Discretionary Select Sector SPDR Fund
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.24B
2
Charles Schwab
2
Charles Schwab
California
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$110M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$90.8M
5
Barclays
5
Barclays
United Kingdom
$603M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$4.99M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$673M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.16M
4
N
4
Natixis
France
$18M
5
Bank of America
5
Bank of America
North Carolina
$3.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
1126
Advanced Asset Management Advisors
Ohio
$3.58K – – –
LWA
1127
Lowe Wealth Advisors
Maryland
$3.58K – – –
CAM
1128
Costello Asset Management
Pennsylvania
$3.22K – – –
VF
1129
VitalStone Financial
Texas
$3K +$3K +14 New
HFM
1130
Hartford Financial Management
Connecticut
$2.33K – – –
MA
1131
MCF Advisors
Kentucky
$2.15K – – –
CTWM
1132
Cherry Tree Wealth Management
Minnesota
$2.15K – – –
TCM
1133
Tradewinds Capital Management
Washington
$1.79K -$10M -56,079 -100%
EWM
1134
Evermay Wealth Management
Virginia
$1.79K – – –
MRCM
1135
M&R Capital Management
New Jersey
$1.43K – – –
FWP
1136
FAS Wealth Partners
Kansas
$1.25K +$1.25K +7 New
RCM
1137
Raleigh Capital Management
North Carolina
$924 – – –
SFA
1138
Semmax Financial Advisors
North Carolina
$823 – – –
FWM
1139
Focused Wealth Management
New York
$715 – – –
FIM
1140
FWL Investment Management
Texas
$179 – – –
PFA
1141
Pathway Financial Advisers
Indiana
$111 – – –
ODG
1142
O'Dell Group
Ohio
$21 – – –
VMPIC
1143
Varma Mutual Pension Insurance Co
Finland
– -$58.4M -363,000 Closed
MMFA
1144
Main Management Fund Advisors
California
– -$35.4M -219,900 Closed
Manulife (Manufacturers Life Insurance)
1145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$34.7M -215,652 Closed
NAM
1146
Nissay Asset Management
Japan
– -$22.4M -139,249 Closed
MM
1147
Main Management
California
– -$17.5M -108,729 Closed
1832 Asset Management
1148
1832 Asset Management
Ontario, Canada
– -$16.5M -102,460 Closed
Simplex Trading
1149
Simplex Trading
Illinois
– -$13.9M -86,130 Closed
PS
1150
Portfolio Strategies
New York
– -$8.9M -55,296 Closed
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