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Financial Select Sector SPDR Fund

969 hedge funds and large institutions have $17.4B invested in Financial Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 379 increasing their positions, 362 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
22.21%
Holding in Top 10
89
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-15.24%
% of All Funds
2.04%
New
83
Increased
379
Reduced
362
Closed
74
Calls
$4.28B
Puts
$3.74B
Net Calls
+$531M
Net Calls Change
+$1.74B
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
126
Azimuth Capital Management
Michigan
$15.1M +$227K +8,520 +2%
OC
127
Oppenheimer & Co
New York
$15M -$3.67M -138,116 -20%
WB
128
Wilks Brothers
Texas
$14.9M +$14.9M +561,000 New
BHB
129
Bank Hapoalim BM
Israel
$14.5M -$712K -26,785 -5%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$14.4M -$343K -12,882 -2%
PWAG
131
Polaris Wealth Advisory Group
California
$14.3M -$6.09K -221 -0%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$13.9M -$5.29M -199,094 -28%
BHWM
133
Bar Harbor Wealth Management
New Hampshire
$13.5M -$12.5K -470 -0.1%
CTA
134
Chesley Taft & Associates
Illinois
$13.5M +$144K +5,400 +1%
CCA
135
Clearwater Capital Advisors
Illinois
$13.2M +$968K +36,397 +8%
Lido Advisors
136
Lido Advisors
California
$12.9M -$355K -13,341 -3%
BWM
137
Biltmore Wealth Management
Arizona
$12.9M -$159K -5,993 -1%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$538K +20,250 +5%
AWE
139
Avidian Wealth Enterprises
Texas
$12.3M -$592K -22,283 -5%
Loomis, Sayles & Company
140
Loomis, Sayles & Company
Massachusetts
$11.9M
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$11.9M -$470K -17,665 -4%
MCM
142
Murphy Capital Management
New Jersey
$11.8M -$332K -12,472 -3%
CWM
143
Circle Wealth Management
New Jersey
$11.8M +$592K +22,282 +5%
UAS
144
United Asset Strategies
New York
$11.8M +$1.66M +62,578 +16%
Renaissance Technologies
145
Renaissance Technologies
New York
$11.6M +$729K +27,400 +7%
V
146
Veritable
Delaware
$11.5M -$69.5K -2,615 -0.6%
KHLMTHM
147
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.5M
AL
148
Aspiriant LLC
California
$11.4M +$2.53K +95 +0%
Axa
149
Axa
France
$11.3M
VFPI
150
Vantage Financial Partners (Illinois)
Illinois
$11M +$181K +6,800 +2%