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Financial Select Sector SPDR Fund

971 hedge funds and large institutions have $18.2B invested in Financial Select Sector SPDR Fund in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 450 increasing their positions, 295 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+12
Holders Change %
+1.25%
% of All Funds
22.29%
Holding in Top 10
105
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.41%
% of All Funds
2.41%
New
107
Increased
450
Reduced
295
Closed
83
Calls
$2.33B
Puts
$3.54B
Net Calls
-$1.21B
Net Calls Change
+$1.07B
Name Holding Trade Value Shares
Change
Shares
Change %
PWAG
126
Polaris Wealth Advisory Group
California
$14.3M +$56K +2,030 +0.4%
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$14M -$106K -3,831 -0.7%
CTA
128
Chesley Taft & Associates
Illinois
$13.8M
Lido Advisors
129
Lido Advisors
California
$13.7M -$830K -30,093 -6%
BWM
130
Biltmore Wealth Management
Arizona
$13.5M +$13.5M +490,821 New
AC
131
AFAM Capital
Texas
$13.4M +$4.72M +171,062 +54%
AWE
132
Avidian Wealth Enterprises
Texas
$13.4M +$10.2M +369,797 +320%
DF
133
Donoghue Forlines
Massachusetts
$13.2M -$12.3M -447,602 -48%
TSS
134
Two Sigma Securities
New York
$12.8M -$1.54M -55,965 -11%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$12.8M -$256K -9,300 -2%
Millennium Management
136
Millennium Management
New York
$12.7M -$3.18M -115,452 -20%
CCA
137
Clearwater Capital Advisors
Illinois
$12.7M +$1.03M +37,480 +9%
MCM
138
Murphy Capital Management
New Jersey
$12.6M -$86.2K -3,125 -0.7%
Loomis, Sayles & Company
139
Loomis, Sayles & Company
Massachusetts
$12.3M
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$529K +19,196 +4%
VR
141
Viridian RIA
Washington
$12.2M +$12.2M +443,678 New
LFM
142
Lumina Fund Management
New York
$12.2M
CIBC World Market
143
CIBC World Market
Ontario, Canada
$12.1M +$3M +108,964 +33%
V
144
Veritable
Delaware
$12M -$169K -6,122 -1%
AL
145
Aspiriant LLC
California
$11.8M +$11.8M +428,684 New
Axa
146
Axa
France
$11.7M
CWM
147
Circle Wealth Management
New Jersey
$11.7M +$2.17M +78,533 +23%
Cohen & Steers
148
Cohen & Steers
New York
$11.4M +$124K +4,500 +1%
CCT
149
Chemung Canal Trust
New York
$11.3M +$202K +7,336 +2%
KHLMTHM
150
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.3M