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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 %
CFA
701
Carroll Financial Associates
North Carolina
$1.09M +$39.8K +1,016 +4%
6M
702
6 Meridian
Kansas
$1.09M -$49.4K -1,264 -4%
9WM
703
9258 Wealth Management
Ohio
$1.09M +$65K +1,664 +6%
BCM
704
Brookstone Capital Management
Illinois
$1.08M -$2.22M -53,852 -67%
TRCT
705
Tower Research Capital (TRC)
New York
$1.08M -$954K -24,432 -47%
AFWM
706
AMJ Financial Wealth Management
Virginia
$1.08M +$250K +6,409 +30%
JCM
707
Janney Capital Management
Pennsylvania
$1.08M +$121K +3,100 +13%
HWA
708
Hillcrest Wealth Advisors
New Jersey
$1.08M +$536K +13,725 +99%
GCA
709
Greenwood Capital Associates
South Carolina
$1.07M -$605K -15,504 -36%
VLC
710
Van Leeuwen & Company
New Jersey
$1.07M +$4.02K +103 +0.4%
IF
711
Ironwood Financial
Arizona
$1.07M -$12.5K -320 -1%
RWA
712
Roberts Wealth Advisors
California
$1.04M +$41.9K +1,061 +4%
SWM
713
SeaCrest Wealth Management
New York
$1.04M +$18.8K +482 +2%
LJCM
714
Lee Johnson Capital Management
Texas
$1.04M +$1.04M +26,565 New
NC
715
NovaPoint Capital
Georgia
$1.04M +$1.04M +26,536 New
RIA
716
Regal Investment Advisors
Michigan
$1.03M +$98K +2,510 +11%
HAS
717
HBW Advisory Services
California
$1.03M -$99.2K -2,540 -9%
FFA
718
Founders Financial Alliance
North Carolina
$1.03M +$66K +1,689 +7%
OIA
719
OneDigital Investment Advisors
Kansas
$1.02M -$130K -3,338 -11%
OAM
720
Oppenheimer Asset Management
New York
$1.02M +$659K +16,874 +180%
CWM
721
Collaborative Wealth Management
Florida
$1.01M +$1.01M +25,902 New
TWM
722
Tradition Wealth Management
Minnesota
$1.01M +$1.05K +27 +0.1%
RFA
723
Resurgent Financial Advisors
Georgia
$1.01M +$1.01M +25,750 New
AWM
724
Altium Wealth Management
New York
$1M +$5.43K +139 +0.5%
PIA
725
Perennial Investment Advisors
California
$995K +$288K +7,337 +41%