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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

434 hedge funds and large institutions have $8.45B invested in Financial Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 193 increasing their positions, 117 reducing their positions, and 58 closing their positions.

Holders
434
Holders Change
–
Holders Change %
0%
% of All Funds
14.08%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
1.43%
New
61
Increased
193
Reduced
117
Closed
58
Calls
$1.77B
Puts
$3.78B
Net Calls
-$2.01B
Net Calls Change
-$921M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
EA
2
Euclid Advisors
Connecticut
$339M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$364M
4
CSIA
4
Charles Schwab Investment Advisory
California
$68M
5
Ameriprise
5
Ameriprise
Minnesota
$174M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$235M
2
Morgan Stanley
2
Morgan Stanley
New York
$645M
3
Barclays
3
Barclays
United Kingdom
$80.6M
4
CANY
4
Caxton Associates (New York)
New York
$0
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$975K – – –
GW
252
GW & Wade
Massachusetts
$958K +$72.9K +4,172 +8%
CCM
253
Chilton Capital Management
Texas
$948K – – –
CIBC World Market
254
CIBC World Market
Ontario, Canada
$937K +$937K +53,597 New
NEIRG
255
New England Investment & Retirement Group
Massachusetts
$920K +$920K +52,672 New
B
256
Baird
Wisconsin
$900K -$13.2M -755,421 -94%
EWM
257
Evercore Wealth Management
New York
$895K +$90.4K +5,176 +11%
JWBC
258
J.W. Burns & Co
New York
$894K +$20.7K +1,184 +2%
IFWM
259
Institute for Wealth Management
Colorado
$884K +$187K +10,725 +27%
SWM
260
Strategic Wealth Management
Washington
$843K – – –
CCG
261
Cypress Capital Group
Florida
$840K +$272K +15,578 +48%
WAM
262
Weatherly Asset Management
California
$830K +$72.7K +4,158 +10%
PA
263
Pinnacle Associates
New York
$823K -$173K -9,903 -17%
WCM
264
Wisconsin Capital Management
Wisconsin
$822K -$147K -8,419 -15%
NCM
265
Nelson Capital Management
California
$803K +$33K +1,891 +4%
EWM
266
Endurance Wealth Management
Rhode Island
$801K +$7.86K +450 +1%
CT
267
Coastline Trust
Rhode Island
$788K -$54.8K -3,133 -7%
HRIA
268
Haberer Registered Investment Advisor
Ohio
$784K -$252K -14,398 -24%
FWCM
269
Ferguson Wellman Capital Management
Oregon
$784K – – –
CC
270
Cadinha & Co
Hawaii
$778K +$32K +1,828 +4%
EB
271
Eastern Bank
Massachusetts
$774K +$36.8K +2,100 +5%
GEM
272
Global Endowment Management
North Carolina
$756K +$106K +6,072 +16%
ONB
273
Old National Bancorp
Indiana
$751K +$34K +1,945 +5%
WA
274
WBH Advisory
Maryland
$719K -$22.4K -1,283 -3%
Canada Pension Plan Investment Board
275
Canada Pension Plan Investment Board
Ontario, Canada
$703K +$155K +8,885 +28%
9 10
11
12 13