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Financial Select Sector SPDR Fund

803 hedge funds and large institutions have $14.5B invested in Financial Select Sector SPDR Fund in 2017 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 238 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+39
Holders Change %
+5.1%
% of All Funds
20.02%
Holding in Top 10
86
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.44%
% of All Funds
2.14%
New
116
Increased
355
Reduced
238
Closed
65
Calls
$3B
Puts
$5.37B
Net Calls
-$2.36B
Net Calls Change
-$3.44B
Name Holding Trade Value Shares
Change
Shares
Change %
GHA
551
Garcia Hamilton & Associates
Texas
$486K
IP
552
Intellectus Partners
California
$486K
WPP
553
Whalerock Point Partners
Rhode Island
$482K +$234K +9,833 +94%
RMAM
554
Raab & Moskowitz Asset Management
New Jersey
$474K +$18.1K +765 +4%
APP
555
Avantax Planning Partners
Iowa
$469K +$75K +3,159 +19%
ABFS
556
Appropriate Balance Financial Services
Washington
$459K -$18.9M -448,997 -98%
HWA
557
HCR Wealth Advisors
California
$456K +$456K +19,237 New
VAM
558
Verity Asset Management
North Carolina
$454K +$454K +19,118 New
MBT
559
Montecito Bank & Trust
California
$452K +$238K +10,000 +111%
TNB
560
Thomasville National Bank
Georgia
$448K +$448K +18,898 New
AP
561
Advisor Partners
California
$446K
HTC
562
Haverford Trust Company
Pennsylvania
$445K +$43.6K +1,834 +11%
CS
563
Comerica Securities
Michigan
$444K +$76.1K +3,208 +21%
CIM
564
Contravisory Investment Management
Massachusetts
$440K +$150K +6,336 +52%
WEC
565
Winslow Evans & Crocker
Massachusetts
$438K -$297K -12,512 -40%
NCM
566
New Capital Management
Texas
$436K
SEIA
567
Signature Estate & Investment Advisors
California
$435K +$201K +8,462 +86%
GA
568
GFS Advisors
Texas
$433K -$1.07M -45,309 -71%
PA
569
Parallel Advisors
California
$431K +$87.9K +3,688 +26%
HL
570
HeadInvest LLC
Maine
$429K
AG
571
Appleton Group
Wisconsin
$427K +$188K +7,919 +79%
DIA
572
Denver Investment Advisors
Colorado
$424K +$23.7K +1,000 +6%
CWM
573
Catamount Wealth Management
Connecticut
$424K +$424K +17,850 New
WSCM
574
Wellington Shields Capital Management
New York
$415K +$415K +17,490 New
HPC
575
HM Payson & Co
Maine
$410K +$17.3K +730 +4%