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Financial Select Sector SPDR Fund

982 hedge funds and large institutions have $14.4B invested in Financial Select Sector SPDR Fund in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 490 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
-40
Holders Change %
-3.91%
% of All Funds
21.29%
Holding in Top 10
58
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-24.68%
% of All Funds
1.26%
New
87
Increased
285
Reduced
490
Closed
109
Calls
$2.23B
Puts
$3.7B
Net Calls
-$1.47B
Net Calls Change
+$418M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
801
Ferris Capital
Massachusetts
$198K +$14.7K +572 +8%
WP
802
WealthShield Partners
North Carolina
$193K -$59.1K -2,297 -23%
IWA
803
Intercontinental Wealth Advisors
Texas
$183K
KWM
804
Kingsview Wealth Management
Oregon
$180K -$474K -18,455 -72%
AIM
805
Anchor Investment Management
South Carolina
$176K +$16.7K +651 +11%
ClearBridge Investments
806
ClearBridge Investments
New York
$167K +$15.5K +604 +10%
SQA
807
Simon Quick Advisors
New Jersey
$166K -$41K -1,593 -20%
CIAS
808
Capital Investment Advisory Services
North Carolina
$160K -$40.8K -1,584 -20%
LPIC
809
LeJeune Puetz Investment Counsel
Michigan
$160K
LWA
810
Lenox Wealth Advisors
New York
$152K -$34.4K -1,340 -18%
ESB
811
Essex Savings Bank
Connecticut
$148K
ATC
812
Adirondack Trust Company
New York
$147K -$43.4K -1,550 -23%
WAM
813
Wealthspire Advisors (Maryland)
Maryland
$147K -$33K -1,284 -18%
HH
814
HWG Holdings
Texas
$145K +$145K +5,628 New
PAI
815
Pittenger & Anderson Inc
Nebraska
$144K -$3.84K -150 -3%
KPCM
816
Kings Point Capital Management
New York
$142K +$38.6K +1,504 +37%
SFSIG
817
San Francisco Sentry Investment Group
California
$140K -$5.9K -230 -4%
PCG
818
Private Capital Group
Connecticut
$139K -$108K -4,205 -44%
BHWM
819
Bay Harbor Wealth Management
Maryland
$139K +$18.8K +732 +16%
PCMK
820
Paragon Capital Management (Kansas)
Kansas
$138K +$138K +5,362 New
WF
821
WealthTrust Fairport
Ohio
$129K -$21.5K -837 -14%
LA
822
Legacy Advisors
Pennsylvania
$129K +$129K +5,027 New
LC
823
Lavaca Capital
Texas
$128K -$124K -4,807 -49%
KL
824
KWMG LLC
Kansas
$125K -$11.1K -432 -8%
IF
825
Ironwood Financial
Arizona
$123K -$12.9K -500 -9%