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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 %
PWMG
876
Prestige Wealth Management Group
New Jersey
$44K -$26 -1 -0.1%
BWP
877
Baldwin Wealth Partners
Massachusetts
$43K
GI
878
Gradient Investments
Minnesota
$40K -$43.2K -1,700 -52%
TWA
879
TCI Wealth Advisors
Arizona
$40K -$8.89K -342 -18%
AA
880
Advisory Alpha
Michigan
$39.2K +$39.2K +1,435 New
LWM
881
Lenox Wealth Management
Ohio
$39K -$5.18K -200 -12%
NWM
882
Northwest Wealth Management
Iowa
$39K +$51 +2 +0.1%
SIS
883
Sound Income Strategies
Florida
$39K +$179 +7 +0.5%
W
884
WealthStone
Ohio
$39K +$39K +1,500 New
AWM
885
Aevitas Wealth Management
Massachusetts
$36K +$179 +7 +0.5%
ST
886
Somerset Trust
Pennsylvania
$36K +$36K +1,400 New
VNA
887
Valley National Advisers
Pennsylvania
$35K -$11K -430 -24%
SWA
888
Sutton Wealth Advisors
Florida
$33K
FMII
889
Farmers & Merchants Investments Inc
Nebraska
$33K -$24.5K -944 -43%
THWM
890
Taylor Hoffman Wealth Management
Virginia
$32K
MPWT
891
MassMutual Private Wealth & Trust
Connecticut
$30.9K +$5.61K +218 +22%
IC
892
Inscription Capital
Texas
$30K
DWM
893
Destination Wealth Management
California
$30K +$27.6K +1,071 +1,152%
BAM
894
Bruderman Asset Management
New York
$29K +$128 +5 +0.4%
LPC
895
Loeb Partners Corp
New York
$28K -$9.77M -383,713 -100%
IWP
896
Icon Wealth Partners
Texas
$27K +$27K +1,050 New
FFW
897
Fusion Family Wealth
New York
$26K -$23.1K -890 -47%
TC
898
Truvestments Capital
Florida
$26K +$26K +1,000 New
BAM
899
Barrett Asset Management
New York
$25K
BWL
900
Bogart Wealth LLC
Virginia
$25K