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Financial Select Sector SPDR Fund

799 hedge funds and large institutions have $14.4B invested in Financial Select Sector SPDR Fund in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 326 increasing their positions, 270 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
19.95%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
2.05%
New
96
Increased
326
Reduced
270
Closed
93
Calls
$3.61B
Puts
$5.02B
Net Calls
-$1.41B
Net Calls Change
+$953M
Name Holding Trade Value Shares
Change
Shares
Change %
PWAG
151
Polaris Wealth Advisory Group
California
$9.17M +$9.17M +371,666 New
B
152
Bailard
California
$9.1M -$49.9K -2,023 -0.5%
AW
153
ACG Wealth
Georgia
$9.05M +$1.67M +67,467 +23%
JWS
154
Juncture Wealth Strategies
Arizona
$8.99M +$633K +25,671 +8%
FCC
155
Florin Court Capital
United Kingdom
$8.93M -$1.83M -74,300 -17%
Fisher Asset Management
156
Fisher Asset Management
Washington
$8.87M -$42.9M -1,738,011 -83%
CI
157
Cavalier Investments
Georgia
$8.73M -$1.27M -51,285 -13%
BHB
158
Bank Hapoalim BM
Israel
$8.6M +$397K +16,112 +5%
CCA
159
Clearwater Capital Advisors
Illinois
$8.52M +$2.4M +95,874 +39%
PFG
160
Piershale Financial Group
Illinois
$8.51M
MA
161
Montag & Associates
Georgia
$8.44M -$1.61M -65,302 -16%
PP
162
Paloma Partners
Connecticut
$8.42M -$2.47M -99,931 -23%
SFSG
163
Stearns Financial Services Group
North Carolina
$8.22M +$180K +7,296 +2%
Connor, Clark & Lunn Investment Management (CC&L)
164
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.1M
DCC
165
Dow Chemical Company
Michigan
$8.04M -$30.9M -1,251,335 -79%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$8M -$624K -25,285 -7%
LPC
167
Loeb Partners Corp
New York
$7.77M +$7.4M +300,050 +2,000%
LFAS
168
Level Four Advisory Services
Texas
$7.57M
AC
169
AFAM Capital
Texas
$7.44M +$3.61M +146,483 +94%
1832 Asset Management
170
1832 Asset Management
Ontario, Canada
$7.41M -$1.85M -69,949 -20%
GWM
171
Geneos Wealth Management
Colorado
$7.38M +$177K +7,154 +2%
William Blair & Company
172
William Blair & Company
Illinois
$7.25M -$3.37M -136,416 -32%
ECML
173
Eagle Capital Management (Louisiana)
Louisiana
$7.15M +$20K +809 +0.3%
IA
174
IFP Advisors
Florida
$7.1M -$59.2K -2,401 -0.8%
BC
175
Brinker Capital
Pennsylvania
$7.06M -$120K -4,854 -2%