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Financial Select Sector SPDR Fund

1,502 hedge funds and large institutions have $28.7B invested in Financial Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 661 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+155
Holders Change %
+11.51%
% of All Funds
23.2%
Holding in Top 10
85
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.25%
% of All Funds
1.31%
New
264
Increased
661
Reduced
398
Closed
86
Calls
$4.61B
Puts
$9.07B
Net Calls
-$4.46B
Net Calls Change
-$358M
Name Holding Trade Value Shares
Change
Shares
Change %
AGAM
601
Audent Global Asset Management
California
$1.53M +$1.53M +39,147 New
BCA
602
Bay Colony Advisors
Massachusetts
$1.52M +$335K +8,581 +28%
MWM
603
Marion Wealth Management
Pennsylvania
$1.52M +$1.52M +38,867 New
MW
604
Marcum Wealth
Ohio
$1.52M +$208K +5,315 +16%
LWM
605
Lyell Wealth Management
California
$1.51M +$142K +3,644 +10%
PA
606
Pinnacle Associates
New York
$1.51M +$19.2K +491 +1%
PA
607
PFG Advisors
Arizona
$1.51M +$99.1K +2,537 +7%
TI
608
tru Independence
Oregon
$1.5M +$36.3K +930 +2%
CFSG
609
Clark Financial Services Group
Missouri
$1.5M +$1.5M +38,390 New
PCM
610
Poehling Capital Management
Wisconsin
$1.5M -$1.09K -28 -0.1%
MFG
611
Magnus Financial Group
New York
$1.49M +$91.5K +2,344 +7%
RHP
612
Royal Harbor Partners
Texas
$1.49M -$1.5M -38,334 -50%
AWA
613
Amplius Wealth Advisors
Pennsylvania
$1.48M +$1.48M +37,999 New
CA
614
Cornerstone Advisory
Maryland
$1.48M +$157K +4,030 +12%
AIA
615
Acute Investment Advisory
Arizona
$1.48M +$1.48M +37,808 New
FHB
616
First Hawaiian Bank
Hawaii
$1.47M +$161K +4,130 +12%
KWILP
617
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.47M +$64K +1,638 +5%
BSG
618
Black Swift Group
Colorado
$1.47M +$1.47M +37,600 New
SCM
619
SOL Capital Management
Maryland
$1.47M -$60.8K -1,558 -4%
FFS
620
Founders Financial Securities
Maryland
$1.47M +$178K +4,559 +14%
SP
621
Successful Portfolios
Florida
$1.46M -$976 -25 -0.1%
NFG
622
Nations Financial Group
Iowa
$1.46M -$236K -6,055 -14%
CAC
623
Certified Advisory Corp
Florida
$1.45M +$16K +410 +1%
AFP
624
Ausdal Financial Partners
Iowa
$1.45M -$163K -4,177 -10%
Chevy Chase Trust
625
Chevy Chase Trust
Maryland
$1.44M +$680K +17,428 +89%