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Materials Select Sector SPDR Fund
XLB

Overview Fund Activity

472 hedge funds and large institutions have $3.79B invested in Materials Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+11
Holders Change %
+2.39%
% of All Funds
10.83%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.34%
New
66
Increased
160
Reduced
182
Closed
48
Calls
$386M
Puts
$725M
Net Calls
-$339M
Net Calls Change
+$433M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$858M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$109M
3
Deutsche Bank
Deutsche Bank
Germany
$62.4M
4
Ameriprise
Ameriprise
Minnesota
$116M
5
Morgan Stanley
Morgan Stanley
New York
$227M

Top Sellers

1
Citigroup
Citigroup
New York
$149M
2
UBS Group
UBS Group
Switzerland
$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.6M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$34.2M
5
Goldman Sachs
Goldman Sachs
New York
$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
451
JFS Wealth Advisors
Pennsylvania
$6K +$5.58K +93 +1,329%
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
TL
453
TrueWealth LLC
Georgia
$4K +$4K +73 New
DPA
454
Delphi Private Advisors
California
$3K -$1.36K -25 -31%
GI
455
Gradient Investments
Minnesota
$3K – – –
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
MCWS
457
McKinley Carter Wealth Services
West Virginia
$3K +$3K +52 New
PCM
458
Princeton Capital Management
New Jersey
$3K +$3K +55 New
JGIA
459
Jackson Grant Investment Advisers
Connecticut
$2K – – –
SMG
460
Spectrum Management Group
Indiana
$1K -$5.93M -88,880 -100%
RFM
461
Royal Fund Management
Florida
$1K -$4.68K -131 -82%
OC
462
Oakworth Capital
Alabama
$1K – – –
LWA
463
Lowe Wealth Advisors
Maryland
$1K – – –
AF
464
Allworth Financial
California
$1K – – –
TIM
465
Tortoise Investment Management
New York
$1K – – –
FCAS
466
First Command Advisory Services
Texas
$1K +$286 +8 +40%
CAL
467
Capital Analysts LLC
Pennsylvania
$1K +$1K +12 New
AIL
468
AGF Investments LLC
Ontario, Canada
$1K +$1K +19 New
LGWM
469
Litman Gregory Wealth Management
California
$1K +$1K +22 New
FCFS
470
First Command Financial Services
Texas
$1K +$1K +28 New
AFNAS
471
American Financial Network Advisory Services
California
$871 -$552K -18,373 -100%
SWA
472
Sutton Wealth Advisors
Florida
$854 +$854 +15 New
AIA
473
Arrow Investment Advisors
Maryland
– -$18M -296,699 Closed
ECM
474
Element Capital Management
New York
– -$17.1M -282,377 Closed
Twin Tree Management
475
Twin Tree Management
Texas
– -$15.6M -257,827 Closed
17 18
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