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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 %
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$13.3M -$254K -9,835 -2%
CTA
127
Chesley Taft & Associates
Illinois
$12.9M -$157K -6,084 -1%
OC
128
Oppenheimer & Co
New York
$12.8M +$665K +25,730 +5%
TAM
129
Tocqueville Asset Management
New York
$12.8M +$233K +9,014 +2%
PWAG
130
Polaris Wealth Advisory Group
California
$12.1M +$2.53M +97,885 +26%
BII
131
Bainco International Investors
Massachusetts
$12.1M +$437K +16,883 +4%
MCM
132
Murphy Capital Management
New Jersey
$11.9M -$123K -4,738 -1%
V
133
Veritable
Delaware
$11.8M +$197K +7,620 +2%
FI
134
FormulaFolio Investments
Michigan
$11.7M +$11.7M +451,002 New
Loomis, Sayles & Company
135
Loomis, Sayles & Company
Massachusetts
$11.6M
SPIA
136
Strategic Point Investment Advisors
Rhode Island
$11.2M +$124K +4,801 +1%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$11.2M -$2.21M -85,420 -16%
VF
138
Virtu Financial
New York
$11.1M +$6.93M +268,041 +166%
SAS
139
Sage Advisory Services
Texas
$11.1M +$10.9M +420,577 +4,890%
FCM
140
Flinton Capital Management
Pennsylvania
$11.1M -$1.77M -68,572 -14%
Axa
141
Axa
France
$11M +$11M +425,000 New
MP
142
Manifold Partners
California
$10.7M +$1.01M +39,055 +10%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$10.6M -$583K -22,552 -5%
VFPI
144
Vantage Financial Partners (Illinois)
Illinois
$10.6M +$56.2K +2,171 +0.5%
GAMA
145
Graticule Asia Macro Advisors
New York
$10.5M -$21.5M -830,000 -67%
KHLMTHM
146
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.4M
CCA
147
Clearwater Capital Advisors
Illinois
$10.4M +$1.47M +55,954 +16%
QFA
148
Quattro Financial Advisors
Texas
$10.3M +$4.74M +180,145 +85%
AssetMark Inc
149
AssetMark Inc
California
$10.1M +$6.07M +234,892 +149%
BAAM
150
Baker Avenue Asset Management
California
$10.1M -$162K -6,277 -2%