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Financial Select Sector SPDR Fund

1,502 hedge funds and large institutions have $280B invested in Financial Select Sector SPDR Fund in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 647 increasing their positions, 506 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
Holders Change %
0%
% of All Funds
23.77%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.31%
New
161
Increased
647
Reduced
506
Closed
141
Calls
$3.19B
Puts
$9.35B
Net Calls
-$6.16B
Net Calls Change
-$1.7B
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$16.3M +$485K +12,649 +3%
TCM
127
Tradewinds Capital Management
Washington
$16.1M -$11.1M -289,515 -41%
CGA
128
Crescent Grove Advisors
Illinois
$16M -$2.64M -68,863 -14%
SWP
129
Stratos Wealth Partners
Ohio
$15.9M +$3.04M +79,419 +24%
ZIG
130
Zurich Insurance Group
Switzerland
$15.6M +$894K +23,320 +6%
JG
131
Jefferies Group
New York
$15M +$284K +7,422 +2%
AL
132
Aspiriant LLC
California
$15M
DC
133
Davenport & Co
Virginia
$14.9M +$776K +20,252 +5%
KF
134
Krilogy Financial
Missouri
$14.4M +$5.71M +149,091 +65%
LGA
135
Lebenthal Global Advisors
New York
$14.4M +$14.2M +369,956 +5,762%
FWM
136
Focused Wealth Management
New York
$14.4M +$268K +6,982 +2%
CF
137
Centaurus Financial
California
$14.2M +$11.5M +301,153 +431%
PIN
138
Prudent Investors Network
California
$14.1M +$556K +14,499 +4%
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$14.1M +$6.98M +182,259 +98%
MIAN
140
Mariner Independent Advisor Network
Kansas
$13.6M +$4.4M +114,551 +48%
IWC
141
Integrated Wealth Concepts
Massachusetts
$13.6M +$2.78M +72,664 +26%
GC
142
Grimes & Company
Massachusetts
$13.4M -$10.6M -275,799 -44%
SPC
143
Sigma Planning Corp
Michigan
$13.4M +$1.64M +42,680 +14%
Lido Advisors
144
Lido Advisors
California
$13.2M -$15.1M -393,866 -53%
FWCM
145
Ferguson Wellman Capital Management
Oregon
$13.2M +$10.2M +266,820 +347%
Verition Fund Management
146
Verition Fund Management
Connecticut
$13.1M +$13.1M +343,000 New
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$13M +$350K +9,136 +3%
V
148
Veritable
Delaware
$12.9M -$230K -6,004 -2%
Deutsche Bank
149
Deutsche Bank
Germany
$12.8M -$9.77M -254,929 -43%
VIA
150
Vickerman Investment Advisors
Washington
$12.7M +$1.42M +40,870 +13%