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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

434 hedge funds and large institutions have $8.45B invested in Financial Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 193 increasing their positions, 117 reducing their positions, and 58 closing their positions.

Holders
434
Holders Change
–
Holders Change %
0%
% of All Funds
14.08%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
1.43%
New
61
Increased
193
Reduced
117
Closed
58
Calls
$1.77B
Puts
$3.78B
Net Calls
-$2.01B
Net Calls Change
-$921M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
EA
2
Euclid Advisors
Connecticut
$339M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$364M
4
CSIA
4
Charles Schwab Investment Advisory
California
$68M
5
Ameriprise
5
Ameriprise
Minnesota
$174M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$235M
2
Morgan Stanley
2
Morgan Stanley
New York
$645M
3
Barclays
3
Barclays
United Kingdom
$80.6M
4
CANY
4
Caxton Associates (New York)
New York
$0
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$56.3M 2,828,930 -3,516,250 -55%
UCFA
27
United Capital Financial Advisors
Texas
$55.8M 2,802,240 +387,705 +16%
BCI
28
Brinker Capital Investments
Pennsylvania
$51.7M 2,598,314 +1,387 +0.1%
SG
29
Swarthmore Group
Pennsylvania
$50.7M 2,546,600 -948,200 -27%
FMI
30
Factory Mutual Insurance
Massachusetts
$44.6M 2,242,000 – –
State of Tennessee, Department of Treasury
31
State of Tennessee, Department of Treasury
Tennessee
$44.4M 2,228,655 +2,228,655 New
NA
32
Navellier & Associates
Nevada
$42.8M 2,152,210 +1,665,639 +342%
BFA
33
Beaumont Financial Advisors
Massachusetts
$41.8M 2,097,471 +328,514 +19%
PI
34
Placemark Investments
Illinois
$39.9M 2,003,720 +614,811 +44%
SGDR
35
SPX Gestao de Recursos
Brazil
$38.3M 1,924,728 +318,000 +20%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35.3M 1,773,757 -720,938 -29%
GA
37
Giralda Advisors
New York
$34.5M 1,735,700 +1,735,700 New
PAG
38
Pinnacle Advisory Group
Maryland
$34.5M 1,732,990 -584,069 -25%
DCC
39
Dow Chemical Company
Michigan
$34.1M 1,711,303 +50,000 +3%
MAA
40
Managed Account Advisors
New Jersey
$34M 1,710,040 +1,126,175 +193%
SOMRS
41
State of Michigan Retirement System
Michigan
$31.9M 1,600,000 – –
MSU
42
Maple Securities USA
New Jersey
$31.2M 1,567,500 +495,900 +46%
VIA
43
Virtus Investment Advisers
Connecticut
$29.9M 1,500,890 +235,235 +19%
ICM
44
Ionic Capital Management
New York
$29.6M 1,485,576 +831,726 +127%
H
45
Hexavest
Quebec, Canada
$28.3M 1,420,327 -175,601 -11%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$27.6M 1,384,423 -55,273 -4%
Northern Trust
47
Northern Trust
Illinois
$27.3M 1,371,996 +24,056 +2%
MM
48
Main Management
California
$27M 1,356,659 +36,692 +3%
RMPT
49
Raytheon Master Pension Trust
Massachusetts
$26.3M 1,320,325 -832,964 -39%
FSIM
50
F-Squared Investment Management
Massachusetts
$26M 1,306,079 +152,453 +13%
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