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Financial Select Sector SPDR Fund

1,440 hedge funds and large institutions have $23B invested in Financial Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 501 increasing their positions, 507 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
+141
Holders Change %
+10.85%
% of All Funds
23.23%
Holding in Top 10
82
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+32.26%
% of All Funds
1.32%
New
245
Increased
501
Reduced
507
Closed
74
Calls
$4.31B
Puts
$7.86B
Net Calls
-$3.55B
Net Calls Change
-$886M
Name Holding Trade Value Shares
Change
Shares
Change %
C
1326
Covestor
United Kingdom
$39K +$2.61K +77 +7%
SWA
1327
Sutton Wealth Advisors
Florida
$37.9K
AFG
1328
Albion Financial Group
Utah
$35.4K
BA
1329
Ballast Advisors
Minnesota
$35.2K -$4.28K -125 -11%
PO
1330
Private Ocean
California
$34.9K +$821 +24 +2%
WOSD
1331
WFA of San Diego
California
$34.2K +$34.2K +1,000 New
BC
1332
Belmont Capital
California
$34K
FCT
1333
First Community Trust
Iowa
$34K
BAM
1334
Bellevue Asset Management
Washington
$34K
BC
1335
Burleson & Co
California
$33.7K +$33.7K +984 New
WAM
1336
WFA Asset Management
Wisconsin
$33.5K +$205 +6 +0.6%
MSFP
1337
Mark Sheptoff Financial Planning
Connecticut
$33.3K +$33.3K +974 New
SFCL
1338
Strengthening Families & Communities LLC
Massachusetts
$33K +$68 +2 +0.2%
TCOV
1339
Trust Company of Vermont
Vermont
$31.8K -$35.7K -1,043 -53%
ADL
1340
Asset Dedication LLC
California
$31K -$12.6K -360 -29%
TWA
1341
Tandem Wealth Advisors
Arizona
$30.5K +$30.5K +891 New
FCMT
1342
Founders Capital Management (Texas)
Texas
$30K +$69 +2 +0.2%
RG
1343
Retirement Group
California
$30K +$16.5K +484 +123%
AIC
1344
Archer Investment Corporation
Indiana
$30K
LFG
1345
Larson Financial Group
Missouri
$29.6K -$3.42K -100 -10%
GMA
1346
Glassy Mountain Advisors
Maryland
$29.2K +$29.2K +855 New
AWM
1347
AllSquare Wealth Management
New York
$28.4K
MCA
1348
Maryland Capital Advisors
Maryland
$28.2K
M
1349
MOTCO
Texas
$28K
BEI
1350
Benjamin Edwards Inc
Missouri
$28K +$14.9K +436 +114%