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Financial Select Sector SPDR Fund

969 hedge funds and large institutions have $18.1B invested in Financial Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 378 increasing their positions, 366 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
Holders Change %
0%
% of All Funds
22.19%
Holding in Top 10
80
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.11%
% of All Funds
1.83%
New
69
Increased
378
Reduced
366
Closed
66
Calls
$3.15B
Puts
$4.14B
Net Calls
-$994M
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
776
Parker Investment Management
California
$248K
CAM
777
Claret Asset Management
Quebec, Canada
$246K
VCA
778
Verdence Capital Advisors
Maryland
$246K +$246K +8,928 New
TWM
779
Torch Wealth Management
Ohio
$243K +$138 +5 +0.1%
CIAS
780
Capital Investment Advisory Services
North Carolina
$241K -$5.51M -199,807 -96%
BFS
781
Bradley Foster & Sargent
Connecticut
$241K
JFG
782
JMG Financial Group
Illinois
$241K
LWM
783
Lenox Wealth Management
Ohio
$241K +$32.7K +1,188 +16%
AAM
784
American Asset Management
Florida
$240K -$8.24K -299 -3%
SMFS
785
Squar Milner Financial Services
California
$240K +$48.1K +1,739 +25%
LA
786
LVW Advisors
New York
$235K +$235K +8,516 New
MSR
787
Main Street Research
Connecticut
$234K -$8.71K -316 -4%
ACG
788
Allen Capital Group
Nebraska
$234K
PC
789
Palo Capital
California
$233K +$1.32K +48 +0.6%
RWA
790
River Wealth Advisors
Pennsylvania
$232K
ML
791
McAdam LLC
Pennsylvania
$230K +$73.3K +2,653 +47%
IGGA
792
Iron Gate Global Advisors
Utah
$227K +$227K +8,218 New
VIA
793
Vantage Investment Advisors
Pennsylvania
$226K +$4.63K +168 +2%
AMIM
794
Aull & Monroe Investment Management
Alabama
$224K +$224K +8,104 New
DP
795
Dearborn Partners
Illinois
$221K +$221K +8,029 New
AIP
796
Ahrens Investment Partners
Louisiana
$220K -$21.9K -793 -9%
ATC
797
Argent Trust Co
Tennessee
$219K -$5.19K -189 -2%
CBT
798
Capital Bank & Trust
California
$218K
BFG
799
Barber Financial Group
Kansas
$218K +$55 +2 +0%
CAM
800
Cozad Asset Management
Illinois
$217K