XLF icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
MWAM
276
Mariner Wealth Advisors (Madison)
Kansas
$683K +$27K +1,543 +4%
PP
277
Patten & Patten
Tennessee
$679K +$10.3K +592 +2%
SSB
278
Sandy Spring Bank
Maryland
$674K – – –
DG
279
Davidson & Garrard
Virginia
$672K +$361K +20,642 +116%
SCM
280
SCS Capital Management
Massachusetts
$631K – – –
FBNAT
281
FirstMerit Bank N.A. Trustee
Ohio
$631K +$86.7K +4,966 +16%
HNB
282
Huntington National Bank
Ohio
$627K -$615K – –
CWP
283
Capital Wealth Planning
Florida
$617K +$617K +35,314 New
FBFS
284
First Business Financial Services
Wisconsin
$602K -$3.31M -189,327 -85%
CB
285
Commerce Bank
Missouri
$594K +$12.9K +735 +2%
SPL
286
Smart Portfolios LLC
Washington
$588K +$587K +33,728 +86,482%
GI
287
GAMCO Investors
Connecticut
$577K -$318K -18,227 -36%
JIP
288
Jaffetilchin Investment Partners
Florida
$566K +$63.9K +3,660 +13%
GCA
289
Guardian Capital Advisors
Ontario, Canada
$544K +$544K +30,757 New
RCM
290
Rivernorth Capital Management
Florida
$539K +$539K +30,871 New
EVM
291
Eaton Vance Management
Massachusetts
$535K – – –
BAM
292
Berkshire Asset Management
Pennsylvania
$530K +$102K +5,810 +24%
MWP
293
MYCIO Wealth Partners
Pennsylvania
$524K -$23.2K -1,326 -4%
1832 Asset Management
294
1832 Asset Management
Ontario, Canada
$518K -$13M -768,923 -96%
FHA
295
First Horizon Advisors
Tennessee
$511K +$484K +27,676 +1,767%
LA
296
Lynch & Associates
Indiana
$505K +$14.2K +815 +3%
FHC
297
First Heartland Consultants
Missouri
$500K +$8.42K +479 +2%
KBC Group
298
KBC Group
Belgium
$498K – – –
CWA
299
Convergent Wealth Advisors
Maryland
$498K +$498K +28,489 New
DCM
300
Dialectic Capital Management
Connecticut
$497K +$497K +28,479 New
10 11
12
13 14