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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 %
CDH
701
Charles D. Hyman
$253K
KM
702
Kalos Management
Georgia
$251K -$21K -823 -8%
CAM
703
Carret Asset Management
New York
$251K -$17.2K -712 -6%
VA
704
Valmark Advisers
Ohio
$251K +$9.49K +394 +4%
WA
705
Waverly Advisors
Alabama
$249K -$46.7K -1,958 -16%
GG
706
Gofen & Glossberg
Illinois
$248K -$3.66K -152 -1%
GRP
707
Global Retirement Partners
California
$246K -$300K -12,445 -55%
DMC
708
Drexel Morgan & Co
Pennsylvania
$246K
RWA
709
Ropes Wealth Advisors
Massachusetts
$244K
ACM
710
AlphaStar Capital Management
North Carolina
$244K +$1.11K +45 +0.5%
IIA
711
IPG Investment Advisors
California
$240K +$6.91K +287 +3%
SCA
712
Sage Capital Advisors
South Dakota
$240K -$42.4K -1,765 -15%
KIG
713
Kessler Investment Group
Indiana
$239K -$147K -6,105 -38%
BFEC
714
Benjamin F. Edwards & Company
Missouri
$239K -$3.64K -151 -2%
WG
715
Welch Group
Alabama
$239K +$239K +9,935 New
IAN
716
Integrated Advisors Network
Texas
$238K -$42.8K -1,778 -15%
PIA
717
Powell Investment Advisors
Florida
$238K +$99.7K +4,143 +72%
EWA
718
Exencial Wealth Advisors
Oklahoma
$237K -$248K -10,344 -51%
LF
719
LifeSteps Financial
California
$237K -$24.4K -1,015 -9%
ECM
720
Exchange Capital Management
Michigan
$235K -$10.6K -440 -4%
CC
721
Courier Capital
New York
$234K
BIM
722
Baldwin Investment Management
Pennsylvania
$234K +$361 +15 +0.2%
TFF
723
The Family Firm
Maryland
$233K -$25.8K -1,073 -10%
BFC
724
Bedel Financial Consulting
Indiana
$232K
GWSG
725
GPS Wealth Strategies Group
Colorado
$232K +$232K +9,637 New