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Financial Select Sector SPDR Fund

1,502 hedge funds and large institutions have $28.7B invested in Financial Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 661 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+155
Holders Change %
+11.51%
% of All Funds
23.2%
Holding in Top 10
85
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.25%
% of All Funds
1.31%
New
264
Increased
661
Reduced
398
Closed
86
Calls
$4.61B
Puts
$9.07B
Net Calls
-$4.46B
Net Calls Change
-$358M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1101
Claro Advisors
Massachusetts
$328K +$97.3K +2,490 +42%
E
1102
ETFidea
New York
$327K +$327K +8,384 New
CCM
1103
Carmel Capital Management
California
$326K +$326K +8,345 New
MIC
1104
Meridian Investment Counsel
California
$325K -$1.17K -30 -0.4%
WC
1105
Whitney & Co
New York
$325K -$975 -25 -0.3%
KFS
1106
Kurt F. Somerville
$324K +$324K +8,290 New
PFO
1107
Pathstone Family Office
New Jersey
$323K
CCM
1108
Covington Capital Management
California
$322K -$195K -5,000 -38%
GWANC
1109
Guardian Wealth Advisors (North Carolina)
North Carolina
$322K +$322K +8,249 New
MSCM
1110
McElhenny Sheffield Capital Management
Texas
$321K -$28.4M -728,049 -99%
AP
1111
Advisor Partners
California
$320K
HA
1112
Herold Advisors
New York
$318K +$23.4K +601 +8%
Jones Financial Companies
1113
Jones Financial Companies
Missouri
$318K +$61.1K +1,565 +24%
BA
1114
Bristlecone Advisors
Washington
$317K
SC
1115
SouthState Corp
Florida
$315K -$36.3K -930 -10%
MPW
1116
MA Private Wealth
California
$313K -$12.9K -331 -4%
BSA
1117
Braun Stacey Associates
New York
$311K +$976 +25 +0.3%
CAG
1118
Crestwood Advisors Group
Massachusetts
$311K +$80.9K +2,071 +35%
CAM
1119
Costello Asset Management
Pennsylvania
$309K +$60.1K +1,542 +24%
WWM
1120
Westwood Wealth Management
California
$309K +$309K +7,925 New
EWM
1121
Executive Wealth Management
Michigan
$308K -$350K -8,971 -53%
TCBWMS
1122
Texas Capital Bank Wealth Management Services
Texas
$305K -$25.6K -657 -8%
PCM
1123
Parsons Capital Management
Rhode Island
$305K -$16.4K -420 -5%
DP
1124
Dearborn Partners
Illinois
$305K +$7.8K +200 +3%
PFGIA
1125
Patriot Financial Group Insurance Agency
Massachusetts
$304K -$94.4K -2,418 -24%