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Financial Select Sector SPDR Fund

1,122 hedge funds and large institutions have $15.2B invested in Financial Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 353 increasing their positions, 379 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+136
Holders Change %
+13.79%
% of All Funds
22.16%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.32%
New
229
Increased
353
Reduced
379
Closed
77
Calls
$2.01B
Puts
$5.66B
Net Calls
-$3.64B
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
926
L & S Advisors
California
$206K +$206K +6,681 New
LNWWM
927
Laird Norton Wetherby Wealth Management
California
$203K +$203K +6,595 New
ERIM
928
Eagle Ridge Investment Management
Connecticut
$203K +$203K +6,597 New
AIM
929
Anchor Investment Management
South Carolina
$202K -$4.28K -139 -2%
LWS
930
Lucia Wealth Services
California
$200K +$76.9K +2,500 +63%
ATC
931
Argent Trust Co
Tennessee
$200K +$200K +6,485 New
MCCP
932
Mission Creek Capital Partners
California
$200K +$200K +6,507 New
OCM
933
Orser Capital Management
Texas
$200K +$200K +6,512 New
SQA
934
Simon Quick Advisors
New Jersey
$198K +$6.95K +226 +4%
MCM
935
McMillion Capital Management
North Carolina
$194K +$11.8K +385 +7%
LWM
936
Liberty Wealth Management
California
$190K
BW
937
Bison Wealth
Georgia
$188K +$188K +6,108 New
IWA
938
Intercontinental Wealth Advisors
Texas
$186K -$35.2K -1,135 -16%
JSC
939
Jackson Square Capital
California
$184K +$184K +5,972 New
CTB
940
Country Trust Bank
Illinois
$181K +$35.8K +1,165 +25%
BWM
941
Baystate Wealth Management
Massachusetts
$177K +$112K +3,638 +172%
AWA
942
Arkadios Wealth Advisors
Georgia
$177K +$177K +5,681 New
PFGIA
943
Patriot Financial Group Insurance Agency
Massachusetts
$176K -$12.1K -395 -6%
LPIC
944
LeJeune Puetz Investment Counsel
Michigan
$171K
EWP
945
Engrave Wealth Partners
Texas
$164K +$164K +5,328 New
ATC
946
Adirondack Trust Company
New York
$157K
PA
947
Procyon Advisors
Connecticut
$156K +$156K +5,084 New
IF
948
Ironwood Financial
Arizona
$147K
SFSIG
949
San Francisco Sentry Investment Group
California
$144K -$5.54K -180 -4%
BG
950
Bollard Group
Massachusetts
$143K +$740 +24 +0.5%