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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

575 hedge funds and large institutions have $9.36B invested in Financial Select Sector SPDR Fund in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 175 increasing their positions, 267 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
-66
Holders Change %
-10.3%
% of All Funds
15.35%
Holding in Top 10
43
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-29.51%
% of All Funds
1.15%
New
61
Increased
175
Reduced
267
Closed
118
Calls
$975M
Puts
$2.41B
Net Calls
-$1.44B
Net Calls Change
+$697M

Top Buyers

1
Citigroup
Citigroup
New York
+$340M
2
CA
Commerzbank Aktiengesellschaft
Germany
+$191M
3
CS
Credit Suisse
Switzerland
+$119M
4
PPFA
Provida Pension Fund Administrator
Chile
+$117M
5
SG Americas Securities
SG Americas Securities
New York
+$99.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$399M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$216M
3
Morgan Stanley
Morgan Stanley
New York
-$127M
4
Franklin Resources
Franklin Resources
California
-$126M
5
UBS Group
UBS Group
Switzerland
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
351
Gradient Investments
Minnesota
$628K -$133K -6,721 -17%
GIM
352
Goelzer Investment Management
Indiana
$623K +$8.65K +438 +1%
EVM
353
Eaton Vance Management
Massachusetts
$599K +$36K +1,823 +6%
PAS
354
Partnervest Advisory Services
California
$597K -$1.54M -78,202 -72%
WP
355
WealthSource Partners
California
$580K +$580K +29,387 New
Twin Tree Management
356
Twin Tree Management
Texas
$576K -$2.5M -126,505 -81%
DCM
357
Donaldson Capital Management
Indiana
$574K -$291K -14,723 -34%
FUBT
358
First United Bank & Trust
Maryland
$572K +$19.1K +968 +3%
KIG
359
Kessler Investment Group
Indiana
$561K -$65K -3,289 -10%
RJT
360
Raymond James Trust
Florida
$561K -$40.7K -2,062 -7%
CWP
361
Capital Wealth Planning
Florida
$558K – – –
DG
362
Davidson & Garrard
Virginia
$555K -$193K -9,801 -26%
SCM
363
SOL Capital Management
Maryland
$551K – – –
RC
364
Roundview Capital
New Jersey
$547K -$13.3K -672 -2%
CTA
365
Chesley Taft & Associates
Illinois
$547K +$74.3K +3,759 +16%
FHA
366
First Horizon Advisors
Tennessee
$546K +$48.7K +2,468 +10%
GLRA
367
Gerald L. Ray & Associates
Texas
$542K +$33.8K +1,709 +7%
WHG
368
Westwood Holdings Group
Texas
$522K +$522K +26,433 New
SBL
369
Sargent Bickham Lagudis
Colorado
$513K +$513K +25,991 New
HL
370
HeadInvest LLC
Maine
$508K -$22.5K -1,140 -4%
AIM
371
Advantage Investment Management
Iowa
$506K -$151K -7,627 -23%
William Blair & Company
372
William Blair & Company
Illinois
$503K +$72.5K +3,681 +17%
SHJ
373
Sharkey, Howes & Javer
Colorado
$502K – – –
AGM
374
Alpine Global Management
New York
$499K +$499K +25,253 New
FIM
375
Freedom Investment Management
Connecticut
$498K -$99K -5,012 -17%
13 14
15
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