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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.

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 %
PMG
301
ProVise Management Group
Florida
$492K -$518K -30,264 -51%
SCM
302
SOL Capital Management
Maryland
$488K -$219K -12,531 -31%
FNBT
303
FineMark National Bank & Trust
Florida
$486K – – –
CCM
304
Covington Capital Management
California
$482K – – –
Neuberger Berman Group
305
Neuberger Berman Group
New York
$478K +$43.1K +2,470 +10%
GHA
306
Garcia Hamilton & Associates
Texas
$467K – – –
CTA
307
Chesley Taft & Associates
Illinois
$462K – – –
FFSOTS
308
Fiduciary Financial Services of The Southwest
Texas
$459K +$106K +6,037 +30%
FANJ
309
Financial Architects (New Jersey)
New Jersey
$439K +$120K +6,857 +38%
CHJWM
310
Carlton Hofferkamp & Jenks Wealth Management
Texas
$436K +$436K +25,004 New
BRWA
311
B. Riley Wealth Advisors
Florida
$411K -$193K -11,041 -32%
BBA
312
BLB&B Advisors
Pennsylvania
$407K -$41K -2,347 -9%
SC
313
Scotia Capital
Ontario, Canada
$405K -$774K -44,302 -66%
LNB
314
Ledyard National Bank
$403K -$87K -4,978 -18%
GLRA
315
Gerald L. Ray & Associates
Texas
$398K – – –
TAM
316
Todd Asset Management
Kentucky
$398K – – –
LSA
317
L & S Advisors
California
$398K +$37.4K +2,141 +10%
CC
318
Courier Capital
New York
$392K – – –
MLL
319
Moody Lynn & Lieberson
Massachusetts
$389K -$12.4M -711,607 -97%
BCM
320
Boltwood Capital Management
California
$388K -$143K -8,167 -27%
KCM
321
Kanawha Capital Management
Virginia
$383K -$4.77K -273 -1%
ICAS
322
Investors Capital Advisory Services
Massachusetts
$374K +$33.5K +1,919 +10%
1IA
323
1834 Investment Advisors
Wisconsin
$372K – – –
BSA
324
Braun Stacey Associates
New York
$371K +$16.9K +969 +5%
DC
325
Davenport & Co
Virginia
$356K -$25.9K -1,481 -7%
11 12
13
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