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Financial Select Sector SPDR Fund

1,122 hedge funds and large institutions have $15.2B invested in Financial Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 353 increasing their positions, 379 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+136
Holders Change %
+13.79%
% of All Funds
22.16%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.32%
New
229
Increased
353
Reduced
379
Closed
77
Calls
$2.01B
Puts
$5.66B
Net Calls
-$3.64B
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
601
Fagan Associates
New York
$671K +$20.6K +671 +3%
SIAS
602
Shine Investment Advisory Services
Colorado
$668K +$1.72K +56 +0.3%
SG
603
StoneX Group
New York
$662K -$40.7K -1,324 -6%
CCM
604
Chilton Capital Management
Texas
$657K -$24.8K -806 -4%
Franklin Resources
605
Franklin Resources
California
$655K -$16K -520 -2%
LWM
606
Laidlaw Wealth Management
New York
$640K +$640K +20,788 New
EWA
607
EP Wealth Advisors
California
$635K -$74.5K -2,421 -11%
KIG
608
Kessler Investment Group
Indiana
$633K -$6.52K -212 -1%
EWA
609
Exencial Wealth Advisors
Oklahoma
$628K +$20.2K +655 +3%
Bessemer Group
610
Bessemer Group
New Jersey
$627K -$9.95K -323 -2%
PAM
611
Private Asset Management
California
$627K -$5.54K -180 -0.9%
HWM
612
Howard Wealth Management
Connecticut
$627K +$627K +20,380 New
PWP
613
Principle Wealth Partners
Connecticut
$618K
Federated Hermes
614
Federated Hermes
Pennsylvania
$616K -$924K -30,000 -60%
MFG
615
Menard Financial Group
Texas
$615K +$615K +19,971 New
JCM
616
Jacobi Capital Management
Pennsylvania
$609K +$79.3K +2,578 +15%
RG
617
Rikoon Group
New Mexico
$601K -$5.69K -185 -0.9%
VVP
618
Venture Visionary Partners
Ohio
$600K +$600K +19,524 New
RIM
619
Rampart Investment Management
Connecticut
$599K +$295K +9,591 +97%
SWA
620
Stratos Wealth Advisors
Ohio
$592K +$59.6K +1,935 +11%
MMA
621
Miracle Mile Advisors
California
$589K +$157K +5,106 +36%
WEC
622
Winslow Evans & Crocker
Massachusetts
$588K -$46.5K -1,504 -7%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$588K -$41.1K -1,335 -7%
OIA
624
OneDigital Investment Advisors
Kansas
$582K -$77.8K -2,525 -12%
GIA
625
Gladstone Institutional Advisory
Florida
$581K +$54.3K +1,765 +10%