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Financial Select Sector SPDR Fund

599 hedge funds and large institutions have $12.7B invested in Financial Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
15.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.52%
New
68
Increased
223
Reduced
222
Closed
76
Calls
$1.24B
Puts
$1.64B
Net Calls
-$397M
Net Calls Change
+$847M
Name Holding Trade Value Shares
Change
Shares
Change %
OIM
351
Orca Investment Management
Oregon
$708K
AF
352
Arrow Financial
New York
$700K +$15.8K +746 +2%
GI
353
GAMCO Investors
Connecticut
$699K
SS
354
Simplicity Solutions
Minnesota
$698K +$343K +16,231 +97%
WCM
355
Wealthcare Capital Management
Virginia
$692K +$692K +32,696 New
Brown Advisory
356
Brown Advisory
Maryland
$686K -$23.5K -1,111 -3%
TCM
357
Telos Capital Management
California
$685K -$5.31K -251 -0.8%
SHA
358
Smith Hayes Advisers
Nebraska
$684K -$391K -18,499 -36%
JT
359
Jump Trading
Illinois
$663K +$663K +31,337 New
GWM
360
Greenwich Wealth Management
Connecticut
$659K +$313K +14,780 +90%
EVM
361
Eaton Vance Management
Massachusetts
$649K -$13.9K -655 -2%
HL
362
HeadInvest LLC
Maine
$643K +$128K +6,049 +25%
FNBT
363
FineMark National Bank & Trust
Florida
$606K -$9.04K -427 -1%
11A
364
10-15 Associates
New York
$606K -$6.75K -319 -1%
CWP
365
Capital Wealth Planning
Florida
$598K -$4.83K -228 -0.8%
SCM
366
SOL Capital Management
Maryland
$591K
RBC
367
Ronald Blue & Co
Georgia
$589K -$58.7K -2,772 -9%
AIM
368
Advantage Investment Management
Iowa
$577K -$94.9K -4,482 -14%
EFS
369
Essex Financial Services
Connecticut
$573K +$52K +2,455 +10%
NGA
370
Naples Global Advisors
Florida
$571K +$571K +26,959 New
WA
371
WFG Advisors
Texas
$558K -$439K -20,735 -44%
FHA
372
First Horizon Advisors
Tennessee
$554K +$9.17K +433 +2%
SFWA
373
Summit Financial Wealth Advisors
Louisiana
$548K +$4.92K +228 +0.9%
RJT
374
Raymond James Trust
Florida
$540K +$68.3K +3,225 +14%
MBT
375
Montecito Bank & Trust
California
$531K -$16.9K -800 -3%