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Financial Select Sector SPDR Fund

1,299 hedge funds and large institutions have $18.5B invested in Financial Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 442 increasing their positions, 583 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
-69
Holders Change %
-5.04%
% of All Funds
22.46%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
75
Increased
442
Reduced
583
Closed
123
Calls
$4.09B
Puts
$6.75B
Net Calls
-$2.66B
Net Calls Change
-$435M
Name Holding Trade Value Shares
Change
Shares
Change %
MLL
751
Moody Lynn & Lieberson
Massachusetts
$532K
SWA
752
Sax Wealth Advisors
New Jersey
$531K
CAG
753
Csenge Advisory Group
Florida
$530K -$31K -1,020 -6%
GT
754
Greenleaf Trust
Michigan
$530K +$72.5K +2,388 +16%
VCP
755
Verus Capital Partners
Arizona
$526K -$86.3K -2,845 -14%
MWA
756
Meridian Wealth Advisors
Texas
$523K +$182 +6 +0%
HWA
757
Heritage Wealth Advisors
Virginia
$522K -$55.7K -1,833 -10%
CWM
758
Circle Wealth Management
New Jersey
$522K +$1.37K +45 +0.3%
RZH
759
Relyea Zuckerberg Hanson
Connecticut
$521K -$5.01K -165 -1%
CCM
760
Chilton Capital Management
Texas
$521K -$3.95K -130 -0.8%
GBT
761
Grove Bank & Trust
Florida
$513K
BAM
762
Brave Asset Management
New Jersey
$513K +$34.9K +1,150 +7%
NWA
763
Navis Wealth Advisors
New York
$511K +$668 +22 +0.1%
GFS
764
GYL Financial Synergies
Connecticut
$509K -$9.08K -299 -2%
WCM
765
WealthBridge Capital Management
Ohio
$509K
CT
766
Cambridge Trust
Massachusetts
$508K -$453K -14,909 -47%
NEGWA
767
New England Guild Wealth Advisors
Connecticut
$507K -$352K -11,610 -41%
ACP
768
Arcus Capital Partners
Georgia
$507K +$1.25K +41 +0.2%
AWA
769
Amplius Wealth Advisors
Pennsylvania
$507K +$54.5K +1,795 +12%
AWE
770
Avidian Wealth Enterprises
Texas
$504K -$4.19M -138,062 -89%
ACM
771
Allred Capital Management
Texas
$504K -$7.37K -243 -1%
CA
772
Calton & Associates
Florida
$504K -$6.4K -211 -1%
APP
773
Avantax Planning Partners
Iowa
$500K -$74.7K -2,461 -13%
IF
774
Intrua Financial
Texas
$499K -$24.5K -805 -5%
GLA
775
Good Life Advisors
Pennsylvania
$494K +$4.1K +135 +0.8%