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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

434 hedge funds and large institutions have $8.45B invested in Financial Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 193 increasing their positions, 117 reducing their positions, and 58 closing their positions.

Holders
434
Holders Change
–
Holders Change %
0%
% of All Funds
14.08%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
1.43%
New
61
Increased
193
Reduced
117
Closed
58
Calls
$1.77B
Puts
$3.78B
Net Calls
-$2.01B
Net Calls Change
-$921M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$694M
2
EA
2
Euclid Advisors
Connecticut
$339M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$364M
4
CSIA
4
Charles Schwab Investment Advisory
California
$68M
5
Ameriprise
5
Ameriprise
Minnesota
$174M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$235M
2
Morgan Stanley
2
Morgan Stanley
New York
$645M
3
Barclays
3
Barclays
United Kingdom
$80.6M
4
CANY
4
Caxton Associates (New York)
New York
$0
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
126
Nuveen Asset Management
Illinois
$4.58M 230,200 +230,200 New
BAAM
127
Baker Avenue Asset Management
California
$4.03M 202,331 +10,307 +5%
MC
128
Martin & Co
Tennessee
$3.98M 199,958 +3,375 +2%
PWAP
129
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.95M 198,351 +79,072 +66%
JCM
130
Janney Capital Management
Pennsylvania
$3.9M 195,749 -8,031 -4%
RIG
131
Renaissance Investment Group
Massachusetts
$3.74M 187,955 +11,610 +7%
OSNBOA
132
Old Second National Bank of Aurora
Illinois
$3.74M 187,798 -5,724 -3%
EM
133
EnTrustPermal Management
New York
$3.73M 187,405 -18,240 -9%
FCI
134
Financial Counselors Inc
Kansas
$3.64M 182,922 +2,705 +2%
CAN
135
Cetera Advisor Networks
California
$3.64M 182,406 +110,700 +154%
SLF
136
Sun Life Financial
Ontario, Canada
$3.59M 180,435 +180,435 New
GE
137
General Electric
Ohio
$3.58M 179,920 -6,240 -3%
PP
138
PDT Partners
New York
$3.55M 178,200 +178,200 New
TFA
139
Toth Financial Advisory
Virginia
$3.45M 173,321 +2,706 +2%
CC
140
Callan Capital
California
$3.42M 171,860 +28,056 +20%
LFM
141
Lumina Fund Management
New York
$3.42M 171,500 – –
LBC
142
Lowe Brockenbrough & Co
Virginia
$3.36M 168,990 -3,005 -2%
CAM
143
Capstone Asset Management
Texas
$3.33M 167,248 -5,014 -3%
B
144
Barings
North Carolina
$3.29M 165,381 – –
Invesco
145
Invesco
Georgia
$3.25M 163,137 -298 -0.2%
ICOA
146
Investment Centers of America
North Dakota
$3.22M 161,080 +23,584 +17%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$3.19M 160,187 +12,299 +8%
TRCT
148
Tower Research Capital (TRC)
New York
$3.16M 158,479 +158,479 New
MLM
149
Mount Lucas Management
Pennsylvania
$3.12M 156,482 +9,690 +7%
AAA
150
Adams Asset Advisors
Texas
$3.1M 155,702 – –
4 5
6
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