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Financial Select Sector SPDR Fund

1,502 hedge funds and large institutions have $280B invested in Financial Select Sector SPDR Fund in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 647 increasing their positions, 506 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
Holders Change %
0%
% of All Funds
23.77%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.31%
New
161
Increased
647
Reduced
506
Closed
141
Calls
$3.19B
Puts
$9.35B
Net Calls
-$6.16B
Net Calls Change
-$1.7B
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
851
Falcon Wealth Planning
California
$661K
SWMP
852
Signature Wealth Management Partners
New Jersey
$660K +$31.1K +812 +5%
JHCP
853
Jackson Hole Capital Partners
Oklahoma
$660K +$104K +2,711 +19%
LIM
854
Loudon Investment Management
New Hampshire
$659K -$71.2K -1,859 -10%
NFC
855
Northeast Financial Consultants
Connecticut
$657K -$37.8K -987 -5%
PG
856
Proffitt & Goodson
Tennessee
$656K -$503K -13,143 -43%
CWM
857
Circle Wealth Management
New Jersey
$655K +$655K +17,104 New
WCM
858
WealthBridge Capital Management
Ohio
$652K +$37.6K +981 +6%
UB
859
UMB Bank
Missouri
$651K -$4.1K -107 -0.6%
ECM
860
Evolution Capital Management
Nevada
$651K +$651K +17,000 New
BCP
861
Berkeley Capital Partners
Georgia
$650K -$217K -5,658 -25%
GBT
862
Grove Bank & Trust
Florida
$647K
RZH
863
Relyea Zuckerberg Hanson
Connecticut
$646K +$192K +5,137 +42%
RW
864
REDW Wealth
New Mexico
$646K +$646K +16,847 New
RIG
865
RiverFront Investment Group
Virginia
$645K
NWA
866
Navis Wealth Advisors
New York
$645K +$38.8K +1,013 +6%
BSW
867
Buckingham Strategic Wealth
Missouri
$643K -$105K -2,736 -14%
JIR
868
James Investment Research
Ohio
$640K -$20.7K -540 -3%
TVAMP
869
Tennessee Valley Asset Management Partners
Tennessee
$638K +$16.6K +433 +3%
SAM
870
Secure Asset Management
Michigan
$635K +$246K +6,428 +63%
KSWA
871
Kathleen S. Wright Associates
Pennsylvania
$634K +$422 +11 +0.1%
GFS
872
GYL Financial Synergies
Connecticut
$633K -$50.7K -1,322 -7%
TNB
873
Thomasville National Bank
Georgia
$632K -$14.4K -377 -2%
DBIA
874
Dumont & Blake Investment Advisors
New Jersey
$628K +$628K +16,388 New
GSEP
875
Golden State Equity Partners
California
$627K -$86.5K -2,259 -12%