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Financial Select Sector SPDR Fund

803 hedge funds and large institutions have $14.5B invested in Financial Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+39
Holders Change %
+5.1%
% of All Funds
20.02%
Holding in Top 10
86
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.44%
% of All Funds
2.14%
New
116
Increased
355
Reduced
238
Closed
65
Calls
$3B
Puts
$5.37B
Net Calls
-$2.36B
Net Calls Change
-$3.44B
Name Holding Trade Value Shares
Change
Shares
Change %
UR
451
USCA RIA
Texas
$965K -$49.7K -2,095 -5%
CAS
452
Cue Advisory Services
Arizona
$962K +$28.5K +1,200 +3%
CASB
453
Cape Ann Savings Bank
Massachusetts
$954K -$7.71K -325 -0.8%
AB
454
AT Bancorp
Iowa
$943K +$53.4K +2,250 +6%
MMG
455
Monetary Management Group
Missouri
$942K -$126K -5,300 -12%
CHJWM
456
Carlton Hofferkamp & Jenks Wealth Management
Texas
$941K -$8.28K -349 -0.9%
PGFC
457
Peapack-Gladstone Financial Corp
New Jersey
$938K -$11.7K -491 -1%
WBG
458
Wharton Business Group
Pennsylvania
$936K -$178K -7,505 -16%
JIC
459
Johnson Investment Counsel
Ohio
$934K -$155K -6,541 -14%
CS
460
Cannell & Spears
New York
$914K -$83K -3,500 -8%
ASN
461
Advisory Services Network
Georgia
$911K +$911K +38,393 New
NA
462
NewEdge Advisors
Louisiana
$904K +$904K +38,514 New
PAS
463
Park Avenue Securities
New York
$882K +$882K +37,232 New
IAA
464
Independent Advisor Alliance
North Carolina
$872K +$872K +37,152 New
ACS
465
Archford Capital Strategies
Illinois
$871K -$563K -23,741 -39%
CAPTRUST Financial Advisors
466
CAPTRUST Financial Advisors
North Carolina
$869K +$647K +27,256 +291%
WI
467
Wintrust Investments
Illinois
$857K -$131K -5,517 -13%
AWM
468
Altavista Wealth Management
North Carolina
$842K +$118K +4,975 +16%
HNB
469
Huntington National Bank
Ohio
$836K -$1.11M -18,272 Closed
SWM
470
Strategic Wealth Management
Washington
$831K
CIM
471
Cambria Investment Management
California
$830K +$382K +16,090 +85%
PAG
472
Private Advisory Group
Washington
$825K +$518K +21,796 +168%
WCM
473
Windsor Capital Management
Arizona
$823K -$28.8K -1,214 -3%
FNBT
474
FineMark National Bank & Trust
Florida
$817K +$177K +7,441 +28%
Mariner
475
Mariner
Kansas
$800K -$441K -18,585 -36%