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Financial Select Sector SPDR Fund

799 hedge funds and large institutions have $14.4B invested in Financial Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 326 increasing their positions, 270 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
19.95%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
2.05%
New
96
Increased
326
Reduced
270
Closed
93
Calls
$3.61B
Puts
$5.02B
Net Calls
-$1.41B
Net Calls Change
+$953M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$4.23M +$75.1K +3,046 +2%
WA
227
WBH Advisory
Maryland
$4.21M +$107K +4,356 +3%
FM
228
Forward Management
California
$4.21M -$119K -4,814 -3%
ST
229
Spot Trading
Illinois
$4.19M +$3.89M +157,658 +1,277%
LWM
230
Lyell Wealth Management
California
$4.1M +$446K +18,065 +12%
CLOS
231
Compagnie Lombard Odier SCmA
Switzerland
$4.04M +$1.83M +74,250 +83%
AF
232
Aldebaran Financial
$4.02M -$43.5K -1,763 -1%
HJA
233
Hugh Johnson Advisors
New York
$4.02M +$31.1K +1,262 +0.8%
KSA
234
Ken Stern & Associates
California
$4.01M -$46.4K -1,880 -1%
OIM
235
Orca Investment Management
Oregon
$4.01M -$30.8K -1,250 -0.8%
VF
236
Virtu Financial
New York
$4M -$5.9M -239,004 -60%
CB
237
Commerce Bank
Missouri
$4M +$70.2K +2,846 +2%
BCM
238
Blockhouse Capital Management
New York
$3.98M +$3.98M +161,200 New
Bank of New York Mellon
239
Bank of New York Mellon
New York
$3.94M -$1.2M -48,746 -23%
CCM
240
Cribstone Capital Management
Maine
$3.93M +$631K +25,579 +19%
LWA
241
Lowe Wealth Advisors
Maryland
$3.92M +$3.89M +157,693 +14,877%
RCP
242
Rothschild Capital Partners
New York
$3.91M -$3.02M -122,240 -44%
Comerica Bank
243
Comerica Bank
Texas
$3.9M +$272K +10,904 +7%
Cohen & Steers
244
Cohen & Steers
New York
$3.88M -$4.71M -190,781 -55%
AssetMark Inc
245
AssetMark Inc
California
$3.88M -$19M -771,164 -83%
GBT
246
Grove Bank & Trust
Florida
$3.87M -$394K -15,972 -9%
M&T Bank
247
M&T Bank
New York
$3.87M +$10.9K +440 +0.3%
WA
248
Winfield Associates
Ohio
$3.87M -$169K -6,850 -4%
PAS
249
Partnervest Advisory Services
California
$3.87M -$282K -9,586 -7%
ECM
250
Exchange Capital Management
Michigan
$3.85M -$102K -4,151 -3%