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Financial Select Sector SPDR Fund

1,299 hedge funds and large institutions have $18.5B invested in Financial Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 442 increasing their positions, 583 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
-69
Holders Change %
-5.04%
% of All Funds
22.46%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
75
Increased
442
Reduced
583
Closed
123
Calls
$4.09B
Puts
$6.75B
Net Calls
-$2.66B
Net Calls Change
-$435M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
1001
Kurt F. Somerville
$252K
WC
1002
Whitney & Co
New York
$252K
BWA
1003
BDO Wealth Advisors
Florida
$252K
VIM
1004
Vista Investment Management
Pennsylvania
$251K -$91 -3 -0%
SCA
1005
Sage Capital Advisors
South Dakota
$251K +$91 +3 +0%
T
1006
TNF
Montana
$249K
RIS
1007
Retirement Income Solutions
Michigan
$247K
BA
1008
Bristlecone Advisors
Washington
$246K
CAM
1009
Carret Asset Management
New York
$245K +$971 +32 +0.4%
LWM
1010
Liberty Wealth Management
California
$245K +$20.3K +672 +9%
PCM
1011
Parsons Capital Management
Rhode Island
$244K +$9.97K +329 +4%
BSA
1012
Braun Stacey Associates
New York
$242K -$304 -10 -0.1%
MFA
1013
Mayflower Financial Advisors
Massachusetts
$240K -$34.3K -1,132 -13%
RBFC
1014
Roman Butler Fullerton & Co
Missouri
$240K +$758 +25 +0.3%
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$240K +$28.9K +952 +14%
CAGAS
1016
Capital Advisory Group Advisory Services
Minnesota
$239K -$6.07K -200 -2%
LSA
1017
L & S Advisors
California
$239K +$729 +24 +0.3%
RRA
1018
Round Rock Advisors
Connecticut
$238K -$8.05K -265 -3%
HIC
1019
Hartline Investment Corp
Illinois
$238K +$238K +7,833 New
LA
1020
Latitude Advisors
Florida
$238K +$238K +7,833 New
WFA
1021
Wipfli Financial Advisors
Wisconsin
$238K +$238K +7,847 New
RMC
1022
Resources Management Corp
Connecticut
$237K
TFS
1023
TrustCore Financial Services
Tennessee
$236K +$44.2K +1,456 +23%
RCA
1024
Riverview Capital Advisers
Massachusetts
$235K
EWM
1025
Empirical Wealth Management
Washington
$234K