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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 %
CWA
901
Centennial Wealth Advisory
Michigan
$591K +$15.6K +408 +3%
AI
902
AXS Investments
New York
$589K -$594K -15,500 -50%
MP
903
McDonald Partners
Ohio
$589K +$589K +15,383 New
SL
904
Stevard LLC
Illinois
$587K
GWS
905
Glassman Wealth Services
Virginia
$584K +$383 +10 +0.1%
CM
906
Columbus Macro
Pennsylvania
$582K -$100K -2,618 -15%
SIM
907
Sterling Investment Management
Arizona
$580K -$79.8K -2,084 -12%
BCM
908
Bourgeon Capital Management
Connecticut
$579K
LA
909
Lynch & Associates
Indiana
$579K
AWA
910
Alta Wealth Advisors
Massachusetts
$579K +$11.6K +302 +2%
CCM
911
Ciovacco Capital Management
Georgia
$579K +$39.9K +1,040 +7%
WIC
912
Woodmont Investment Counsel
Tennessee
$578K +$213K +5,558 +58%
GG
913
Gofen & Glossberg
Illinois
$574K -$143K -3,721 -20%
KWM
914
Kaydan Wealth Management
Michigan
$574K -$14.7M -383,169 -96%
GIM
915
Grassi Investment Management
California
$573K -$9.19K -240 -2%
RWG
916
Ratio Wealth Group
Colorado
$572K +$4.94K +129 +0.9%
STA
917
Summit Trail Advisors
New York
$568K +$38 +1 +0%
AWS
918
AJ Wealth Strategies
New York
$565K
MA
919
MONECO Advisors
Connecticut
$565K +$34.5K +901 +7%
BI
920
Bramshill Investments
Florida
$564K
CFO
921
Collective Family Office
Pennsylvania
$563K -$4.98K -130 -0.9%
LCS
922
Levin Capital Strategies
New York
$563K
BWM
923
Baystate Wealth Management
Massachusetts
$563K +$1.88K +49 +0.3%
WT
924
Whittier Trust
California
$561K -$3.84K -100 -0.7%
SBL
925
Sargent Bickham Lagudis
Colorado
$560K -$45K -1,175 -7%