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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 %
GRP
526
Global Retirement Partners
California
$957K +$247K +8,955 +35%
AIM
527
Advantage Investment Management
Iowa
$953K +$29.7K +1,076 +3%
WCM
528
Weatherstone Capital Management
Colorado
$951K +$129K +4,688 +16%
PA
529
Parallel Advisors
California
$944K +$231K +8,366 +32%
HWA
530
HCR Wealth Advisors
California
$941K +$96.7K +3,509 +11%
EWM
531
Evercore Wealth Management
New York
$933K +$73K +2,648 +8%
CA
532
Corrado Advisors
New Jersey
$932K +$133K +4,824 +17%
MC
533
Moors & Cabot
Massachusetts
$929K +$428K +15,522 +85%
BCFS
534
Butensky & Cohen Financial Security
Florida
$922K +$71.4K +2,590 +8%
CL
535
Choreo LLC
Illinois
$915K +$416K +15,085 +83%
CAL
536
Capital Advisors Ltd
Ohio
$909K +$83.4K +3,024 +10%
WT
537
Whittier Trust
California
$907K -$315K -11,431 -26%
BCP
538
Blackhawk Capital Partners
Wisconsin
$896K +$896K +32,507 New
HCC
539
Hirtle Callaghan & Co
Pennsylvania
$894K
CWM
540
CIBC World Markets
New York
$894K +$894K +32,420 New
CCM
541
Chilton Capital Management
Texas
$892K -$135K -4,903 -13%
CCMD
542
Cypress Capital Management (Delaware)
Delaware
$890K -$4.96K -180 -0.6%
JFM
543
Jackson Financial Management
California
$879K -$17.2K -625 -2%
WCM
544
Windsor Capital Management
Arizona
$873K -$36.3K -1,318 -4%
MA
545
Mutual Advisors
Nebraska
$869K +$360K +13,048 +71%
GLA
546
Good Life Advisors
Pennsylvania
$863K +$262K +9,710 +44%
WB
547
Webster Bank
Connecticut
$862K +$713K +25,852 +478%
BRF
548
B. Riley Financial
California
$860K +$115K +4,166 +15%
PP
549
Patten & Patten
Tennessee
$859K
SCM
550
SOL Capital Management
Maryland
$854K +$15.4K +558 +2%