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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 %
VWM
651
Valley Wealth Managers
New Jersey
$276K -$36.3K -1,403 -12%
BWP
652
Baldwin Wealth Partners
Massachusetts
$272K -$482K -18,640 -64%
ED
653
Exane Derivatives
France
$270K -$264K -10,193 -49%
BSA
654
Braun Stacey Associates
New York
$270K +$1.29K +50 +0.5%
TD Asset Management
655
TD Asset Management
Ontario, Canada
$269K -$2.61K -101 -1%
CPA
656
Clear Perspective Advisors
Illinois
$267K -$17.5K -678 -6%
IAMOG
657
Investors Asset Management of Georgia
Georgia
$267K +$5.16K +200 +2%
PMFA
658
Plante Moran Financial Advisors
Michigan
$267K +$7.3K +282 +3%
NL
659
NWAM LLC
Washington
$265K
MRCM
660
M&R Capital Management
New Jersey
$263K
RWA
661
Ropes Wealth Advisors
Massachusetts
$263K
CG
662
Caprock Group
Idaho
$261K +$261K +10,088 New
CCG
663
Cypress Capital Group
Florida
$260K
NCM
664
Novare Capital Management
North Carolina
$260K
BL
665
BFSG LLC
California
$260K +$2.58K +100 +1%
FC
666
Ferris Capital
Massachusetts
$259K
DMC
667
Drexel Morgan & Co
Pennsylvania
$259K
ACI
668
Alpha Cubed Investments
California
$259K +$259K +10,000 New
ICM
669
IMS Capital Management
Oregon
$259K +$259K +10,011 New
SMC
670
Smith, Moore & Co
Missouri
$256K +$3.83K +148 +2%
DCM
671
Donaldson Capital Management
Indiana
$253K +$15.8K +612 +7%
Cerity Partners
672
Cerity Partners
New York
$253K +$253K +9,783 New
SIM
673
Sadoff Investment Management
Wisconsin
$251K
SIC
674
Sigma Investment Counselors
Michigan
$250K -$958 -37 -0.4%
WAM
675
Wolverine Asset Management
Illinois
$247K -$980K -38,000 -80%