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Financial Select Sector SPDR Fund

814 hedge funds and large institutions have $16.7B invested in Financial Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
501
FineMark National Bank & Trust
Florida
$818K
AWA
502
ARS Wealth Advisors
Florida
$813K +$519K +20,079 +177%
LCM
503
Lucas Capital Management
New Jersey
$811K +$9.05K +350 +1%
HWA
504
HCR Wealth Advisors
California
$809K +$101K +3,922 +14%
PP
505
Patten & Patten
Tennessee
$803K -$10.3K -400 -1%
EWM
506
Evercore Wealth Management
New York
$801K -$8.4K -325 -1%
NSIM
507
North Star Investment Management
Illinois
$795K -$99.3K -3,843 -11%
CCMW
508
Cypress Capital Management (Wyoming)
Wyoming
$781K +$182K +7,045 +30%
MIM
509
Marco Investment Management
Georgia
$781K +$290K +11,222 +59%
CIM
510
Contravisory Investment Management
Massachusetts
$777K +$287K +11,101 +59%
Lido Advisors
511
Lido Advisors
California
$773K -$17.6M -663,450 -96%
CA
512
Corrado Advisors
New Jersey
$766K -$154K -5,949 -17%
FBB
513
Fulton Breakefield Broenniman
Maryland
$763K -$201K -7,775 -21%
WS
514
Wedbush Securities
California
$754K -$70.6K -2,730 -9%
BCFS
515
Butensky & Cohen Financial Security
Florida
$751K +$53.4K +2,065 +8%
SSB
516
Sandy Spring Bank
Maryland
$747K -$42.6K -1,650 -5%
HSA
517
HBK Sorce Advisory
Pennsylvania
$739K +$64.1K +2,478 +9%
GI
518
Gradient Investments
Minnesota
$733K +$652K +25,196 +804%
KCM
519
Kanawha Capital Management
Virginia
$731K +$25.4K +980 +4%
BRF
520
B. Riley Financial
California
$730K +$730K +28,224 New
CS
521
Cannell & Spears
New York
$718K
AFP
522
Ausdal Financial Partners
Iowa
$716K +$82.9K +3,206 +13%
CAL
523
Capital Analysts LLC
Pennsylvania
$710K +$12.9K +500 +2%
CS
524
Comerica Securities
Michigan
$709K +$73.7K +2,852 +12%
CAL
525
Capital Advisors Ltd
Ohio
$709K +$151K +5,841 +27%