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Financial Select Sector SPDR Fund

599 hedge funds and large institutions have $12.7B invested in Financial Select Sector SPDR Fund in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
15.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.52%
New
68
Increased
223
Reduced
222
Closed
76
Calls
$1.24B
Puts
$1.64B
Net Calls
-$397M
Net Calls Change
+$847M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$39.8K -$46.4K -2,192 -54%
AWM
552
Avior Wealth Management
Nebraska
$38K -$17.7K -847 -32%
KT
553
Kanaly Trust
Texas
$37K
Bessemer Group
554
Bessemer Group
New Jersey
$36K +$36K +1,709 New
TDC
555
Thompson Davis & Co
Virginia
$34K -$35.8K -1,708 -51%
BIM
556
BlackRock Investment Management
Delaware
$31K
VNA
557
Valley National Advisers
Pennsylvania
$30K +$13K +617 +77%
BC
558
Bartlett & Co
Ohio
$29K
LWM
559
LBA Wealth Management
Florida
$29K
FA
560
Financial Advantage
Maryland
$28K +$28K +1,321 New
SIA
561
Stancorp Investment Advisers
Oregon
$25K +$2.81K +134 +13%
QAM
562
QCI Asset Management
New York
$24K -$12.6K -599 -34%
LFR
563
Lehman Financial Resources
Pennsylvania
$24K
BG
564
Bollard Group
Massachusetts
$24K +$104 +5 +0.4%
TCOV
565
Trust Company of Vermont
Vermont
$24K +$16.9K +803 +239%
FWM
566
Focused Wealth Management
New York
$20K
PMFA
567
Plante Moran Financial Advisors
Michigan
$19K
IP
568
Investment Partners
Ohio
$19K +$19K +895 New
WA
569
WealthTrust-Arizona
Arizona
$18K +$1.33K +62 +8%
FMT
570
First Mercantile Trust
Tennessee
$17K
AF
571
Allworth Financial
California
$17K +$17K +822 New
GI
572
Gradient Investments
Minnesota
$16K +$8.61K +398 +116%
LIA
573
LS Investment Advisors
Michigan
$15K
ANBT
574
American National Bank & Trust
Texas
$15K
SFU
575
Stonehage Fleming (UK)
United Kingdom
$14K +$14K +683 New