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Financial Select Sector SPDR Fund

971 hedge funds and large institutions have $18.2B invested in Financial Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 450 increasing their positions, 295 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+12
Holders Change %
+1.25%
% of All Funds
22.29%
Holding in Top 10
105
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.41%
% of All Funds
2.41%
New
107
Increased
450
Reduced
295
Closed
83
Calls
$2.33B
Puts
$3.54B
Net Calls
-$1.21B
Net Calls Change
+$1.07B
Name Holding Trade Value Shares
Change
Shares
Change %
KJWM
776
Kiley Juergens Wealth Management
Washington
$247K -$27.5K -998 -10%
CAM
777
Claret Asset Management
Quebec, Canada
$247K -$827 -30 -0.3%
RWA
778
River Wealth Advisors
Pennsylvania
$247K +$19.5K +707 +9%
MSR
779
Main Street Research
Connecticut
$247K +$247K +8,953 New
TWM
780
Torch Wealth Management
Ohio
$246K +$30.5K +1,105 +14%
FIG
781
FundX Investment Group
California
$245K +$245K +8,895 New
SFWA
782
Summit Financial Wealth Advisors
Louisiana
$244K -$150K -5,460 -38%
ACG
783
Allen Capital Group
Nebraska
$244K
WA
784
Wealth Architects
California
$242K -$3.73K -135 -2%
JFG
785
JMG Financial Group
Illinois
$240K
CBU
786
CIBC Bank USA
Illinois
$238K
IIC
787
Integrated Investment Consultants
Michigan
$233K +$233K +8,450 New
SFM
788
Stack Financial Management
Montana
$225K
BBPWM
789
Blue Bell Private Wealth Management
Pennsylvania
$225K +$132K +4,800 +142%
CHA
790
Carmichael Hill & Associates
Maryland
$224K +$224K +8,110 New
UWM
791
USAdvisors Wealth Management
Minnesota
$222K -$3.59K -130 -2%
CWM
792
Calamos Wealth Management
Illinois
$220K +$18.3K +662 +9%
KC
793
Kingfisher Capital
North Carolina
$219K +$17.3K +627 +9%
CBT
794
Capital Bank & Trust
California
$218K
BAM
795
Berkshire Asset Management
Pennsylvania
$217K -$5.04K -183 -2%
BFG
796
Barber Financial Group
Kansas
$217K +$55 +2 +0%
BFG
797
Bouchey Financial Group
New York
$217K +$16.8K +610 +8%
NCM
798
Novare Capital Management
North Carolina
$214K -$54.7K -1,980 -20%
SSA
799
Schonfeld Strategic Advisors
New York
$208K -$7.71M -279,311 -97%
JIC
800
Joel Isaacson & Co
New York
$206K +$206K +7,458 New