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Financial Select Sector SPDR Fund

969 hedge funds and large institutions have $11.6B invested in Financial Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 282 increasing their positions, 467 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-153
Holders Change %
-13.64%
% of All Funds
21.4%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.91%
New
110
Increased
282
Reduced
467
Closed
246
Calls
$2.06B
Puts
$3.92B
Net Calls
-$1.86B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Shares
Change %
MSU
326
Mizuho Securities USA
New York
$1.29M +$1.1M +53,000 +589%
EIP
327
Ellis Investment Partners
Pennsylvania
$1.28M -$1.83M -93,897 -59%
FT
328
Fiduciary Trust
Massachusetts
$1.27M +$512K +24,569 +67%
CT
329
Cambridge Trust
Massachusetts
$1.25M -$1.41M -67,570 -53%
LWAC
330
Laurel Wealth Advisors (California)
California
$1.24M +$678K +32,543 +121%
LBC
331
Lowe Brockenbrough & Co
Virginia
$1.23M -$18K -865 -1%
BOTW
332
Bank of the West
California
$1.22M -$382K -18,366 -24%
PG
333
Proffitt & Goodson
Tennessee
$1.22M -$319K -15,314 -21%
KFGK
334
Keystone Financial Group (Kentucky)
Kentucky
$1.22M -$64.4K -3,093 -5%
BWP
335
Bernardo Wealth Planning
Pennsylvania
$1.21M +$107K +5,163 +10%
CWM
336
Chesapeake Wealth Management
Virginia
$1.21M -$170K -8,149 -12%
EWA
337
EP Wealth Advisors
California
$1.2M +$774K +37,194 +180%
TW
338
TrinityPoint Wealth
Connecticut
$1.2M +$910K +43,691 +318%
CCA
339
Clearwater Capital Advisors
Illinois
$1.18M -$1.23M -59,151 -51%
JIC
340
Johnson Investment Counsel
Ohio
$1.18M -$337K -16,188 -22%
SJIM
341
St. Johns Investment Management
Florida
$1.17M +$189K +9,066 +19%
EP
342
Edgestream Partners
New Jersey
$1.17M +$698K +33,538 +148%
G
343
GenTrust
Florida
$1.17M +$1.17M +55,968 New
WCA
344
Windsor Creek Advisors
Vermont
$1.16M +$1.16M +55,648 New
WBG
345
Wharton Business Group
Pennsylvania
$1.16M -$60.8K -2,920 -5%
PPP
346
Private Portfolio Partners
New Jersey
$1.15M -$28.4K -1,364 -2%
AWM
347
Atticus Wealth Management
Florida
$1.15M +$561K +26,940 +96%
HCMT
348
Highland Capital Management (Tennessee)
Tennessee
$1.14M -$12.6K -607 -1%
BFG
349
Beacon Financial Group
Texas
$1.13M -$94.6K -4,416 -8%
CAL
350
Capital Advisors Ltd
Ohio
$1.13M +$945K +45,407 +509%