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Financial Select Sector SPDR Fund

612 hedge funds and large institutions have $15.1B invested in Financial Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 228 increasing their positions, 195 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+64
Holders Change %
+11.68%
% of All Funds
16.33%
Holding in Top 10
61
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22%
% of All Funds
1.63%
New
115
Increased
228
Reduced
195
Closed
44
Calls
$1.16B
Puts
$2.41B
Net Calls
-$1.24B
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
376
Telos Capital Management
California
$708K +$18.4K +849 +3%
AF
377
Arrow Financial
New York
$701K +$23K +1,059 +3%
AIM
378
Advantage Investment Management
Iowa
$689K +$689K +31,733 New
EVM
379
Eaton Vance Management
Massachusetts
$680K +$10.1K +467 +2%
LA
380
Lynch & Associates
Indiana
$678K
RBC
381
Ronald Blue & Co
Georgia
$664K +$133K +6,148 +25%
DAS
382
Dynamic Advisor Solutions
Arizona
$655K +$101K +4,638 +18%
GIM
383
Goelzer Investment Management
Indiana
$646K +$646K +29,772 New
HCP
384
Holt Capital Partners
Texas
$632K +$62.4K +2,876 +11%
FNBT
385
FineMark National Bank & Trust
Florida
$631K -$52.6K -2,421 -8%
11A
386
10-15 Associates
New York
$628K -$22.4K -1,031 -3%
CWP
387
Capital Wealth Planning
Florida
$618K -$4.93K -227 -0.8%
CC
388
Cadinha & Co
Hawaii
$612K -$260K -11,973 -30%
SCM
389
SOL Capital Management
Maryland
$606K
MC
390
Moors & Cabot
Massachusetts
$601K +$358K +16,391 +147%
FHC
391
First Heartland Consultants
Missouri
$575K -$85.1K -3,923 -13%
CIM
392
Cambria Investment Management
California
$571K +$571K +26,282 New
Mariner
393
Mariner
Kansas
$570K -$38.3K -1,765 -6%
WCM
394
Wisconsin Capital Management
Wisconsin
$568K -$10.3K -473 -2%
CTA
395
Chesley Taft & Associates
Illinois
$568K -$2.48K -114 -0.4%
MBT
396
Montecito Bank & Trust
California
$562K +$9.84K +453 +2%
FHA
397
First Horizon Advisors
Tennessee
$559K
PFS
398
Prospera Financial Services
Texas
$547K -$18.5M -851,627 -97%
SFWA
399
Summit Financial Wealth Advisors
Louisiana
$547K +$547K +25,175 New
DADC
400
D.A. Davidson & Co
Montana
$540K -$2.39M -110,184 -82%