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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 %
GHA
401
Garcia Hamilton & Associates
Texas
$457K
LA
402
Lynch & Associates
Indiana
$455K -$206K -9,728 -31%
RMAM
403
Raab & Moskowitz Asset Management
New Jersey
$452K -$14.3K -677 -3%
CWM
404
Concert Wealth Management
California
$452K +$25K +4,854 +6%
FIM
405
Freedom Investment Management
Connecticut
$446K +$446K +21,088 New
RW
406
Rand Wealth
Maryland
$445K
CHC
407
City Holding Co
West Virginia
$438K
VWM
408
Valley Wealth Managers
New Jersey
$433K +$11.7K +553 +3%
Fidelity International
409
Fidelity International
Bermuda
$432K -$309K -14,593 -42%
DI
410
Diligent Investors
California
$430K
DIA
411
Denver Investment Advisors
Colorado
$427K
ALA
412
Atherton Lane Advisers
California
$421K -$632K -29,885 -60%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$417K -$47.1K -2,228 -10%
William Blair & Company
414
William Blair & Company
Illinois
$412K +$112K +5,314 +37%
BCFS
415
Butensky & Cohen Financial Security
Florida
$407K +$9.53K +450 +2%
IFS
416
Ifrah Financial Services
Arkansas
$405K +$8.91K +421 +2%
TFF
417
The Family Firm
Maryland
$396K -$1.61K -76 -0.4%
1IA
418
1834 Investment Advisors
Wisconsin
$395K -$48.2K -2,278 -11%
EB
419
Eastern Bank
Massachusetts
$381K -$723K -34,173 -65%
SGS
420
Sterling Global Strategies
California
$375K
AAS
421
Annex Advisory Services
Wisconsin
$375K +$3.58K +169 +1%
GA
422
GFS Advisors
Texas
$371K +$1.31K +62 +0.4%
CC
423
Courier Capital
New York
$368K
FMC
424
First Merchants Corp
Indiana
$367K +$367K +17,313 New
PCM
425
Parsons Capital Management
Rhode Island
$366K -$1.57K -74 -0.4%