XLF icon

Financial Select Sector SPDR Fund

1,502 hedge funds and large institutions have $280B invested in Financial Select Sector SPDR Fund in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 647 increasing their positions, 506 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
Holders Change %
0%
% of All Funds
23.77%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.31%
New
161
Increased
647
Reduced
506
Closed
141
Calls
$3.19B
Puts
$9.35B
Net Calls
-$6.16B
Net Calls Change
-$1.7B
Name Holding Trade Value Shares
Change
Shares
Change %
WP
476
WealthShield Partners
North Carolina
$2.55M -$7.97M -207,914 -76%
ARG
477
Advisory Resource Group
Oklahoma
$2.54M +$225K +5,866 +10%
WAS
478
Wealth Advisory Solutions
Indiana
$2.52M +$2.52M +65,827 New
MCM
479
MV Capital Management
Maryland
$2.51M -$1.99K -52 -0.1%
BFS
480
Bradley Foster & Sargent
Connecticut
$2.49M +$917K +23,940 +58%
TW
481
Transform Wealth
Colorado
$2.49M -$76.2K -1,989 -3%
KA
482
Kovack Advisors
Florida
$2.47M +$433K +11,298 +21%
IA
483
IFP Advisors
Florida
$2.47M +$1.08M +67,482 +78%
ECA
484
Elevated Capital Advisors
Utah
$2.47M +$2.47M +64,321 New
Kovitz Investment Group Partners
485
Kovitz Investment Group Partners
Illinois
$2.44M -$1M -26,105 -29%
MCCP
486
Mission Creek Capital Partners
California
$2.43M -$105K -2,749 -4%
Janus Henderson Group
487
Janus Henderson Group
United Kingdom
$2.43M -$325K -8,487 -12%
CWM
488
Cornerstone Wealth Management
Missouri
$2.41M -$774K -20,207 -24%
PCA
489
Peddock Capital Advisors
Massachusetts
$2.38M +$138K +3,603 +6%
OIM
490
Orca Investment Management
Oregon
$2.37M -$9.35K -244 -0.4%
VVP
491
Venture Visionary Partners
Ohio
$2.33M +$183K +4,777 +9%
RTS
492
Round Table Services
New Jersey
$2.32M +$2.32M +60,530 New
HNW
493
High Note Wealth
Minnesota
$2.32M +$2.32M +60,546 New
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$2.32M -$697K -18,194 -23%
BCFS
495
Butensky & Cohen Financial Security
Florida
$2.31M +$35.5K +927 +2%
BCA
496
Bray Capital Advisors
Florida
$2.3M -$1.99K -52 -0.1%
OPWM
497
Oxinas Partners Wealth Management
Indiana
$2.29M +$253K +6,606 +12%
VBFP
498
Valtinson Bruner Financial Planning
Minnesota
$2.29M +$2.29M +62,065 New
FT
499
Fiduciary Trust
Massachusetts
$2.27M -$21.1K -550 -0.9%
FEM
500
Fulcrum Equity Management
Texas
$2.26M -$475K -12,406 -17%