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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 %
ICM
1601
IMS Capital Management
Oregon
-$239K -6,125 Closed
CST
1602
Charles Schwab Trust
Nevada
-$228K -5,834 Closed
PGWM
1603
Parisi Gray Wealth Management
New Jersey
-$227K -5,800 Closed
TSWM
1604
Triangle Securities Wealth Management
North Carolina
-$223K -5,710 Closed
SC
1605
Soundwatch Capital
Connecticut
-$219K -5,611 Closed
CSWM
1606
Cassady Schiller Wealth Management
Ohio
-$219K -5,602 Closed
LWMM
1607
Legacy Wealth Management (Mississippi)
Mississippi
-$218K -5,595 Closed
RWA
1608
Redhawk Wealth Advisors
Minnesota
-$217K -5,557 Closed
CAI
1609
Capital Advisors Inc
Oklahoma
-$214K -5,480 Closed
CTFG
1610
Capstone Triton Financial Group
Oklahoma
-$211K -5,401 Closed
AAS
1611
Annex Advisory Services
Wisconsin
-$205K -5,254 Closed
WAG
1612
Winthrop Advisory Group
Massachusetts
-$203K -5,198 Closed
PWP
1613
Perfromance Wealth Partners
Illinois
-$201K -5,145 Closed
GSIS
1614
Global Strategic Investment Solutions
Arizona
-$200K -5,127 Closed
CWS
1615
Confluence Wealth Services
Pennsylvania
-$183K -4,702 Closed
WFO
1616
Wealthgate Family Office
Colorado
-$180K -4,600 Closed
AIM
1617
AHL Investment Management
Florida
-$172K -4,400 Closed
RI
1618
Rinkey Investments
California
-$172K -4,167 Closed
SF
1619
Symphony Financial
Texas
-$243K -3,612 Closed
EWM
1620
Edge Wealth Management
New York
-$109K -2,782 Closed
UFF
1621
USA Financial Formulas
Michigan
-$105K -2,694 Closed
KCM
1622
KRS Capital Management
Michigan
-$86K -2,211 Closed
FPWM
1623
FSB Premier Wealth Management
Iowa
-$86K -2,208 Closed
TA
1624
Tectonic Advisors
Texas
-$42K -1,064 Closed
TLFA
1625
True Link Financial Advisors
California
-$106K -1,000 Closed