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Financial Select Sector SPDR Fund

548 hedge funds and large institutions have $12.9B invested in Financial Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 224 increasing their positions, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+33
Holders Change %
+6.41%
% of All Funds
15.91%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.45%
New
67
Increased
224
Reduced
162
Closed
32
Calls
$1.29B
Puts
$2.13B
Net Calls
-$843M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ICAS
326
Investors Capital Advisory Services
Massachusetts
$808K -$77.8K -3,828 -9%
WT
327
Whittier Trust
California
$804K
FANJ
328
Financial Architects (New Jersey)
New Jersey
$802K +$168K +8,258 +26%
RFC
329
Russell Frank Company
Washington
$799K
SWM
330
Strategic Wealth Management
Washington
$790K -$243K -11,933 -24%
BPCE
331
Bank Pictet & Cie (Europe)
Germany
$788K
FFSOTS
332
Fiduciary Financial Services of The Southwest
Texas
$777K +$19.1K +940 +3%
PG
333
PEAK6 Group
Illinois
$768K +$768K +37,750 New
CFS
334
Community Financial System
New York
$767K
SI
335
SII Investments
Wisconsin
$757K -$40.2K -1,968 -5%
BPBT
336
Boston Private Bank & Trust
Massachusetts
$754K -$109K -5,366 -13%
PP
337
Patten & Patten
Tennessee
$748K -$4.05K -199 -0.5%
Nomura Holdings
338
Nomura Holdings
Japan
$746K -$2.96M -145,930 -80%
OIM
339
Orca Investment Management
Oregon
$721K -$1.78M -87,739 -71%
HRIA
340
Haberer Registered Investment Advisor
Ohio
$703K -$78.8K -3,873 -10%
WB
341
Webster Bank
Connecticut
$699K +$350K +17,222 +100%
GI
342
GAMCO Investors
Connecticut
$672K
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$670K +$124K +6,124 +23%
CHJWM
344
Carlton Hofferkamp & Jenks Wealth Management
Texas
$667K +$131K +6,493 +24%
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$651K +$651K +32,010 New
TCM
346
Telos Capital Management
California
$646K +$21.9K +1,076 +4%
FNBT
347
FineMark National Bank & Trust
Florida
$640K
LA
348
Lynch & Associates
Indiana
$635K
AF
349
Arrow Financial
New York
$635K +$267K +13,133 +72%
EVM
350
Eaton Vance Management
Massachusetts
$628K -$956 -47 -0.2%