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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 %
KFC
426
Klingenstein Fields & Co
New York
$362K +$94.1K +4,442 +35%
WSCM
427
Wellington Shields Capital Management
New York
$357K +$357K +16,859 New
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$353K +$38.6K +1,823 +12%
FBNAT
429
FirstMerit Bank N.A. Trustee
Ohio
$352K
CFC
430
Coyle Financial Counsel
Illinois
$348K -$24.9K -1,176 -7%
BAS
431
Brown Advisory Securities
Maryland
$348K +$16.9K +799 +5%
EWA
432
Exencial Wealth Advisors
Oklahoma
$347K -$30.8K -1,434 -8%
NG
433
NatWest Group
United Kingdom
$344K -$9.64K -456 -3%
JIC
434
Johnson Investment Counsel
Ohio
$340K +$28.7K +1,359 +9%
CCG
435
Chatham Capital Group
Georgia
$339K -$15.7K -740 -4%
BFEC
436
Benjamin F. Edwards & Company
Missouri
$336K -$27.5K -1,300 -8%
IAA
437
Ironsides Asset Advisors
North Carolina
$336K
SFA
438
Sequoia Financial Advisors
Ohio
$333K +$1.04K +49 +0.3%
VIA
439
Vantage Investment Advisors
Pennsylvania
$331K +$125K +5,894 +60%
EWM
440
Evercore Wealth Management
New York
$328K +$328K +15,504 New
PMG
441
ProVise Management Group
Florida
$325K -$11.9K -564 -4%
BAM
442
Barrett Asset Management
New York
$325K
LNB
443
Ledyard National Bank
$324K -$26.6K -1,253 -8%
BSA
444
Braun Stacey Associates
New York
$322K -$52.1K -2,460 -14%
WPC
445
White Pine Capital
Minnesota
$318K +$318K +15,037 New
M
446
MOTCO
Texas
$313K -$20.3K -957 -6%
BAM
447
Berkshire Asset Management
Pennsylvania
$312K -$181K -8,544 -37%
SMC
448
Smith, Moore & Co
Missouri
$312K +$1.67K +79 +0.5%
PWW
449
Pettyjohn Wood & White
Virginia
$308K
CIBC World Market
450
CIBC World Market
Ontario, Canada
$307K -$834K -39,363 -73%