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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 %
WBCM
1026
Wilson & Boucher Capital Management
California
$234K
SVWAG
1027
Sound View Wealth Advisors Group
Georgia
$233K
IIC
1028
Integrated Investment Consultants
Michigan
$231K -$4.58K -151 -2%
SW
1029
SlateStone Wealth
Florida
$231K
WWM
1030
Wolff Wiese Magana
California
$231K
BOTW
1031
Bank of the West
California
$230K -$94.1K -3,097 -29%
ACP
1032
Aviance Capital Partners
Florida
$230K -$12.1K -399 -5%
CAM
1033
Costello Asset Management
Pennsylvania
$229K -$42.6K -1,405 -16%
MSCM
1034
McElhenny Sheffield Capital Management
Texas
$228K -$19.7K -648 -8%
AC
1035
Avestar Capital
New York
$227K -$93.3K -3,078 -29%
CAM
1036
Cozad Asset Management
Illinois
$226K +$31.8K +1,048 +16%
API
1037
Advisor Partners II
California
$226K +$226K +7,442 New
AMIM
1038
Aull & Monroe Investment Management
Alabama
$224K
LJCM
1039
Lee Johnson Capital Management
Texas
$223K -$489K -16,089 -69%
SFWC
1040
Strategic Family Wealth Counselors
New Jersey
$223K +$213 +7 +0.1%
WSFS
1041
Wilmington Savings Fund Society
Delaware
$223K +$223K +7,327 New
NA
1042
Nottingham Advisors
New York
$222K -$95.5K -3,150 -30%
CFCI
1043
Comprehensive Financial Consultants Institutional
Indiana
$222K -$6.51K -205 -3%
BWCS
1044
Beirne Wealth Consulting Services
Connecticut
$222K -$819 -27 -0.4%
SIMG
1045
Sonora Investment Management Group
Arizona
$222K
ECM
1046
Elgethun Capital Management
South Dakota
$222K +$151 +5 +0.1%
BBPWM
1047
Blue Bell Private Wealth Management
Pennsylvania
$220K -$20K -658 -8%
SCG
1048
Sonata Capital Group
Washington
$220K +$220K +7,250 New
TW
1049
TrinityPoint Wealth
Connecticut
$219K -$2.6M -85,504 -92%
FPW
1050
Flagship Private Wealth
Massachusetts
$219K -$50.7K -1,669 -19%