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Financial Select Sector SPDR Fund

971 hedge funds and large institutions have $18.2B invested in Financial Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 450 increasing their positions, 295 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+12
Holders Change %
+1.25%
% of All Funds
22.29%
Holding in Top 10
105
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.41%
% of All Funds
2.41%
New
107
Increased
450
Reduced
295
Closed
83
Calls
$2.33B
Puts
$3.54B
Net Calls
-$1.21B
Net Calls Change
+$1.07B
Name Holding Trade Value Shares
Change
Shares
Change %
SHA
501
Seneca House Advisors
Virginia
$1.13M +$263K +9,543 +30%
PA
502
Pinnacle Associates
New York
$1.13M -$14.1K -512 -1%
OIM
503
Orca Investment Management
Oregon
$1.13M -$310K -11,251 -22%
WI
504
Wintrust Investments
Illinois
$1.12M +$61.5K +2,230 +6%
HSA
505
HBK Sorce Advisory
Pennsylvania
$1.11M +$274K +9,933 +33%
SSWM
506
Sheets Smith Wealth Management
North Carolina
$1.11M -$15.1K -548 -1%
USGIU
507
U.S. Global Investors (USGI)
Texas
$1.11M +$563K +20,400 +104%
CA
508
Calton & Associates
Florida
$1.1M +$188K +6,800 +20%
DY
509
Dowling & Yahnke
California
$1.1M -$107K -3,867 -9%
EGA
510
E&G Advisors
Texas
$1.08M
NSIM
511
North Star Investment Management
Illinois
$1.08M +$230K +8,356 +27%
DC
512
Davenport & Co
Virginia
$1.07M -$110K -3,997 -9%
IUHSA
513
Itau Unibanco Holding S.A.
Brazil
$1.07M +$1.07M +38,700 New
BAM
514
Belpointe Asset Management
Nevada
$1.06M -$79.7K -2,889 -7%
EWA
515
Exencial Wealth Advisors
Oklahoma
$1.04M +$79.9K +2,899 +8%
EFS
516
Essex Financial Services
Connecticut
$1.02M +$443K +16,059 +76%
LCM
517
Lucas Capital Management
New Jersey
$1.01M +$86.6K +3,170 +9%
ACS
518
Archford Capital Strategies
Illinois
$998K +$16.1K +577 +2%
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$997K -$158K -5,739 -14%
AAM
520
Aureus Asset Management
Massachusetts
$990K +$990K +35,916 New
TG
521
TLP Group
Illinois
$983K -$570K -20,679 -37%
SSB
522
Sandy Spring Bank
Maryland
$983K +$155K +5,612 +19%
HFA
523
High Falls Advisors
New York
$979K +$64K +2,323 +7%
PMG
524
ProVise Management Group
Florida
$978K -$218K -7,916 -18%
WS
525
Wedbush Securities
California
$975K +$128K +4,638 +15%