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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 %
DWM
201
Dakota Wealth Management
Florida
$5.01M +$78.7K +428 +2%
CGFA
202
Colton Groome Financial Advisors
North Carolina
$5.01M +$524K +2,850 +12%
SI
203
Stephens Inc
Arkansas
$5.01M +$286K +1,555 +6%
GM
204
GeoWealth Management
Illinois
$5M -$1.46M -7,960 -23%
SCM
205
Steele Capital Management
Iowa
$5M +$446K +2,425 +10%
SW
206
Simplicity Wealth
New Jersey
$4.99M +$4.52M +24,594 +974%
SB
207
Simmons Bank
Arkansas
$4.97M -$11.8K -64 -0.2%
PCA
208
Pallas Capital Advisors
Massachusetts
$4.9M +$320K +1,738 +7%
TC
209
Trust Company
Kansas
$4.89M +$606K +3,294 +14%
MS
210
Maven Securities
Jersey
$4.88M -$2.27M -12,353 -32%
IWP
211
Innova Wealth Partners
Pennsylvania
$4.87M -$39.2K -213 -0.8%
TFA
212
Toth Financial Advisory
Virginia
$4.86M +$235K +1,279 +5%
FWCM
213
Ferguson Wellman Capital Management
Oregon
$4.78M -$170K -923 -3%
SC
214
Scotia Capital
Ontario, Canada
$4.72M +$181K +986 +4%
SWM
215
Spire Wealth Management
Virginia
$4.72M -$2.99M -16,257 -39%
RA
216
RFG Advisory
Alabama
$4.68M +$630K +3,428 +16%
M&T Bank
217
M&T Bank
New York
$4.66M +$139K +756 +3%
GIA
218
Gladstone Institutional Advisory
Florida
$4.64M -$1.27M -6,896 -21%
TCWA
219
Turtle Creek Wealth Advisors
Texas
$4.6M +$301K +1,635 +7%
HCMG
220
Howard Capital Management Group
California
$4.59M -$150K -817 -3%
FCI
221
Financial Counselors Inc
Kansas
$4.59M -$91.8K -499 -2%
AIA
222
Arrow Investment Advisors
Maryland
$4.58M -$570K -3,100 -11%
AAS
223
Ameritas Advisory Services
Nebraska
$4.5M +$688K +3,767 +18%
JIR
224
James Investment Research
Ohio
$4.42M -$150K -814 -3%
FFN
225
Focus Financial Network
Minnesota
$4.41M -$1.36M -7,944 -24%