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Financial Select Sector SPDR Fund

967 hedge funds and large institutions have $11.7B invested in Financial Select Sector SPDR Fund in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 285 increasing their positions, 428 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
-23
Holders Change %
-2.32%
% of All Funds
19.56%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.59%
New
99
Increased
285
Reduced
428
Closed
107
Calls
$3.54B
Puts
$4.94B
Net Calls
-$1.4B
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
626
Stratos Wealth Advisors
Ohio
$335K -$22K -914 -6%
DSC
627
Duncker Streett & Co
Missouri
$333K
EC
628
Estate Counselors
Wisconsin
$333K +$72.1K +3,000 +28%
TCOO
629
Trust Company of Oklahoma
Oklahoma
$332K +$332K +13,803 New
YIA
630
YHB Investment Advisors
Connecticut
$332K +$332K +13,805 New
KAH
631
Kathryn A. Hall
$331K +$331K +13,745 New
FWSM
632
First Wilshire Securities Management
California
$330K +$31.7K +1,318 +11%
TW
633
Transform Wealth
Colorado
$328K
AWM
634
Altium Wealth Management
New York
$327K -$4.33K -180 -1%
CF
635
Centaurus Financial
California
$327K +$1.35K +56 +0.4%
QC
636
QCM Cayman
Texas
$323K -$584K -24,245 -64%
ECG
637
Edge Capital Group
Georgia
$321K -$962 -40 -0.3%
CA
638
Continuum Advisory
Idaho
$321K +$321K +13,304 New
FAM
639
Formidable Asset Management
Ohio
$320K -$8.38K -345 -3%
RG
640
Rikoon Group
New Mexico
$319K -$59.6K -2,482 -16%
ONST
641
Old North State Trust
North Carolina
$319K -$8.99K -373 -3%
AFP
642
Ausdal Financial Partners
Iowa
$318K +$4.43K +184 +1%
MC
643
Mathes Company
New York
$317K -$30.1K -1,250 -9%
SMC
644
Smith, Moore & Co
Missouri
$317K -$13.9K -580 -4%
CAM
645
Cresset Asset Management
Illinois
$316K -$61.6K -2,560 -16%
IAMOG
646
Investors Asset Management of Georgia
Georgia
$316K +$2.6K +108 +0.8%
CWM
647
Connecticut Wealth Management
Connecticut
$316K +$316K +13,125 New
MGWM
648
Marks Group Wealth Management
Minnesota
$315K
GPA
649
Guidance Point Advisors
Massachusetts
$315K +$192 +8 +0.1%
DCM
650
Dimension Capital Management
Florida
$313K