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Financial Select Sector SPDR Fund

969 hedge funds and large institutions have $11.6B invested in Financial Select Sector SPDR Fund in 2020 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 282 increasing their positions, 467 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-153
Holders Change %
-13.64%
% of All Funds
21.4%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.91%
New
110
Increased
282
Reduced
467
Closed
246
Calls
$2.06B
Puts
$3.92B
Net Calls
-$1.86B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
776
Roble Belko & Company
Pennsylvania
$130K +$128K +6,119 +5,666%
LWCFA
777
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K +$130K +6,247 New
BWM
778
Baystate Wealth Management
Massachusetts
$128K +$8.37K +403 +7%
CAGAS
779
Capital Advisory Group Advisory Services
Minnesota
$124K -$27.9K -1,348 -18%
BW
780
Bison Wealth
Georgia
$123K -$4.25K -204 -3%
TRCT
781
Tower Research Capital (TRC)
New York
$121K -$58.8K -2,827 -33%
BWA
782
BDO Wealth Advisors
Florida
$120K +$69.8K +3,355 +139%
LWM
783
Liberty Wealth Management
California
$119K -$10K -480 -8%
AWA
784
Arkadios Wealth Advisors
Georgia
$118K +$125 +6 +0.1%
EWA
785
Evolution Wealth Advisors
Florida
$117K -$5.33M -256,109 -98%
LPIC
786
LeJeune Puetz Investment Counsel
Michigan
$116K
AW
787
Avion Wealth
Texas
$113K +$113K +5,448 New
KWM
788
Kingsview Wealth Management
Oregon
$113K +$113K +5,450 New
PCMK
789
Paragon Capital Management (Kansas)
Kansas
$112K +$112K +5,362 New
AIM
790
Anchor Investment Management
South Carolina
$112K -$24.9K -1,198 -18%
EWP
791
Engrave Wealth Partners
Texas
$111K +$663 +32 +0.6%
AA
792
AlphaMark Advisors
Kentucky
$111K +$20.7K +1,000 +23%
ATC
793
Adirondack Trust Company
New York
$109K
BC
794
Bartlett & Co
Ohio
$109K +$109K +5,225 New
BCWM
795
Bartlett & Co Wealth Management
Ohio
$109K -$505K -24,250 -82%
PFGIA
796
Patriot Financial Group Insurance Agency
Massachusetts
$105K -$43.9K -1,689 -30%
ED
797
Exane Derivatives
France
$104K +$38.8K +1,865 +60%
IF
798
Ironwood Financial
Arizona
$99K -$124 -6 -0.1%
BG
799
Bollard Group
Massachusetts
$97K +$333 +16 +0.3%
ACM
800
AUA Capital Management
Pennsylvania
$96K