XLB icon

Materials Select Sector SPDR Fund
XLB

Overview Fund Activity

311 hedge funds and large institutions have $4.71B invested in Materials Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 125 increasing their positions, 103 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
9.03%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.61%
New
29
Increased
125
Reduced
103
Closed
33
Calls
$428M
Puts
$956M
Net Calls
-$528M
Net Calls Change
-$148M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$438M
2
CA
Commerzbank Aktiengesellschaft
Germany
$372M
3
Ameriprise
Ameriprise
Minnesota
$334M
4
EA
Euclid Advisors
Connecticut
$559M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$124M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.81M
2
CS
Credit Suisse
Switzerland
$5.84M
3
Bank of America
Bank of America
North Carolina
$204M
4
UCFA
United Capital Financial Advisors
Texas
$943K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
176
Madden Advisory Services
Florida
$680K – – –
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$678K +$42.2K +850 +7%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$652K +$124K +2,498 +23%
PMG
179
ProVise Management Group
Florida
$647K -$1.84M -37,053 -74%
FA
180
FDx Advisors
Illinois
$621K +$28K +566 +5%
JG
181
Jefferies Group
New York
$620K -$4.18M -84,285 -87%
FHC
182
First Heartland Consultants
Missouri
$604K +$604K +12,180 New
Mariner
183
Mariner
Kansas
$597K +$645 +13 +0.1%
CIC
184
Carnegie Investment Counsel
Ohio
$596K +$34.2K +690 +6%
RJFSA
185
Raymond James Financial Services Advisors
Florida
$593K -$3.47K -70 -0.6%
LWM
186
LBA Wealth Management
Florida
$592K – – –
FUBT
187
First United Bank & Trust
Maryland
$583K +$6.45K +130 +1%
DAS
188
Dynamic Advisor Solutions
Arizona
$581K -$160K -3,235 -22%
Creative Planning
189
Creative Planning
Kansas
$581K +$82.6K +1,665 +17%
TCM
190
Telos Capital Management
California
$561K +$49.9K +1,005 +10%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$550K -$49.2K -992 -8%
DA
192
DSC Advisors
Illinois
$546K -$422K -8,514 -44%
GL
193
GLG LLC
New York
$541K – – –
OCM
194
Orleans Capital Management
Louisiana
$527K +$31K +625 +6%
WAS
195
Winch Advisory Services
Wisconsin
$524K -$1.83M -36,874 -78%
FMBTD
196
First Midwest Bank Trust Division
Illinois
$515K -$76.9K -1,550 -13%
ASN
197
Advisory Services Network
Georgia
$509K +$119K +2,404 +31%
CIBC World Market
198
CIBC World Market
Ontario, Canada
$502K -$241K -4,865 -32%
FANJ
199
Financial Architects (New Jersey)
New Jersey
$497K +$56.2K +1,133 +13%
HI
200
HBK Investments
Texas
$496K +$496K +10,000 New
6 7
8
9 10