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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 %
HWA
851
Heritage Wealth Advisors
Virginia
$93K +$93K +3,405 New
BBPWM
852
Blue Bell Private Wealth Management
Pennsylvania
$92K +$4.16K +150 +5%
RFA
853
Reilly Financial Advisors
California
$90K
BWM
854
BerganKDV Wealth Management
Minnesota
$89K
SIM
855
Sonora Investment Management
Arizona
$85K
WAS
856
WESPAC Advisors SoCal
California
$83K
EA
857
Elm Advisors
California
$83K +$83K +2,995 New
FHB
858
First Hawaiian Bank
Hawaii
$81K +$81K +2,931 New
BDWM
859
Brewin Dolphin Wealth Management
Ireland
$79.7K -$34.5K -1,250 -30%
TCOV
860
Trust Company of Vermont
Vermont
$77K
MGIA
861
Moneta Group Investment Advisors
Missouri
$75K -$39.8K -1,434 -35%
BI
862
Bramshill Investments
Florida
$69K +$38.4K +1,398 +125%
WAM
863
Watermark Asset Management
California
$68K
NA
864
Neuburgh Advisers
California
$66K
TL
865
TrueWealth LLC
Georgia
$65K
WSTAM
866
Wilbanks Smith & Thomas Asset Management
Virginia
$65K +$65K +2,345 New
IBOK
867
Independence Bank of Kentucky
Kentucky
$63K
VC
868
Vestor Capital
Illinois
$62K
ANBT
869
American National Bank & Trust
Texas
$61K
MFBTD
870
MB Financial Bank - Trust Department
Illinois
$61K +$37.2K +1,350 +157%
M
871
MOTCO
Texas
$60K
BWM
872
Baystate Wealth Management
Massachusetts
$60K +$243 +9 +0.4%
FCMT
873
Founders Capital Management (Texas)
Texas
$59K
DWM
874
Destination Wealth Management
California
$58K +$16.4K +591 +39%
SWA
875
Sutton Wealth Advisors
Florida
$56.5K +$29.3K +1,063 +108%