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Materials Select Sector SPDR Fund
XLB

Overview Fund Activity

313 hedge funds and large institutions have $5.65B invested in Materials Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+31
Holders Change %
+10.99%
% of All Funds
9.05%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.78%
New
55
Increased
136
Reduced
89
Closed
22
Calls
$728M
Puts
$1.01B
Net Calls
-$279M
Net Calls Change
+$201M

Top Buyers

1
EA
Euclid Advisors
Connecticut
+$194M
2
Ameriprise
Ameriprise
Minnesota
+$193M
3
CA
Commerzbank Aktiengesellschaft
Germany
+$179M
4
Goldman Sachs
Goldman Sachs
New York
+$173M
5
PPFA
Provida Pension Fund Administrator
Chile
+$164M

Top Sellers

1
U
UBS
Switzerland
-$36M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$35.6M
3
SG Americas Securities
SG Americas Securities
New York
-$21.5M
4
Bank of America
Bank of America
North Carolina
-$17.5M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Boltwood Capital Management
California
$572K -$29.6K -625 -5%
LWM
202
LBA Wealth Management
Florida
$565K -$13.2K -280 -2%
ASN
203
Advisory Services Network
Georgia
$563K +$258K +5,450 +85%
OC
204
Oppenheimer & Co
New York
$561K +$270K +5,719 +93%
CIC
205
Carnegie Investment Counsel
Ohio
$541K +$131K +2,775 +32%
BRWM
206
B. Riley Wealth Management
Tennessee
$536K +$536K +11,345 New
PFA
207
Paradigm Financial Advisors
Missouri
$528K +$528K +11,167 New
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$526K +$178K +3,771 +51%
HIM
209
Hanlon Investment Management
New Jersey
$526K +$526K +11,118 New
PAG
210
Pinnacle Advisory Group
Maryland
$497K -$16.1M -342,014 -97%
Neuberger Berman Group
211
Neuberger Berman Group
New York
$491K – – –
ICOA
212
Investment Centers of America
North Dakota
$484K +$484K +11,436 New
NA
213
Navellier & Associates
Nevada
$482K -$1.78M -37,736 -79%
FHA
214
First Horizon Advisors
Tennessee
$482K – – –
DA
215
DSC Advisors
Illinois
$479K +$479K +10,129 New
USAA
216
United Services Automobile Association
Texas
$473K -$473K -10,000 -50%
GC
217
Gruss & Co
Florida
$473K +$473K +10,000 New
FUBT
218
First United Bank & Trust
Maryland
$469K -$7.09K -150 -1%
RSVP
219
Ramsay Stattman Vela & Price
Colorado
$459K – – –
Creative Planning
220
Creative Planning
Kansas
$457K +$264K +5,594 +137%
HPBT
221
High Point Bank & Trust
North Carolina
$440K -$20.2K -427 -4%
HNB
222
Huntington National Bank
Ohio
$437K -$175K -3,694 -29%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$434K +$160K +3,390 +59%
ABC
224
Associated Banc-Corp
Wisconsin
$427K +$101K +2,133 +31%
FNBOH
225
First National Bank of Hutchinson
Kansas
$423K +$9.65K +204 +2%
7 8
9
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