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Financial Select Sector SPDR Fund

540 hedge funds and large institutions have $12B invested in Financial Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 238 increasing their positions, 154 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+37
Holders Change %
+7.36%
% of All Funds
15.61%
Holding in Top 10
62
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+26.53%
% of All Funds
1.79%
New
83
Increased
238
Reduced
154
Closed
45
Calls
$1.77B
Puts
$2.4B
Net Calls
-$633M
Net Calls Change
-$333M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$2.64M +$232K +11,850 +10%
PP
202
Paloma Partners
Connecticut
$2.63M +$2.63M +133,983 New
GLA
203
Great Lakes Advisors
Illinois
$2.5M +$42K +2,143 +2%
TPP
204
Triangle Peak Partners
California
$2.49M +$759K +38,705 +44%
MFW
205
Meristem Family Wealth
Minnesota
$2.48M -$180K -9,170 -7%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$2.48M +$10.7K +547 +0.4%
NB
207
NBT Bank
New York
$2.41M -$393K -20,029 -14%
FPCM
208
Financial Partners Capital Management
New York
$2.39M +$290K +14,809 +14%
MBT
209
Monroe Bank & Trust
Michigan
$2.38M +$267K +13,604 +13%
VF
210
Virtu Financial
New York
$2.36M +$2.36M +120,198 New
TTWM
211
TCV Trust & Wealth Management
Virginia
$2.35M +$66.1K +3,372 +3%
CWM
212
Concert Wealth Management
California
$2.33M +$80.3K +4,134 +4%
GWM
213
Graybill Wealth Management
Illinois
$2.33M +$22.7K +1,156 +1%
BCM
214
Brookstone Capital Management
Illinois
$2.31M +$1.67M +85,347 +264%
RIL
215
Rothschild Investment LLC
Illinois
$2.3M +$21.2K +1,082 +0.9%
IFWM
216
Institute for Wealth Management
Colorado
$2.29M +$94.7K +4,829 +4%
ST
217
Sabal Trust
Florida
$2.27M -$46.7K -2,381 -2%
CCMH
218
Cornerstone Capital Management Holdings
New York
$2.26M +$2.26M +115,447 New
GT
219
Glenmede Trust
Pennsylvania
$2.24M +$44K +2,243 +2%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$2.23M +$172K +8,781 +8%
Nomura Holdings
221
Nomura Holdings
Japan
$2.21M -$54.4M -2,777,196 -96%
AssetMark Inc
222
AssetMark Inc
California
$2.19M -$14.8M -753,904 -87%
MAM
223
Marquette Asset Management
Minnesota
$2.18M
Truist Financial
224
Truist Financial
North Carolina
$2.17M -$66.8K -3,408 -3%
HH
225
Hilltop Holdings
Texas
$2.13M +$80.8K +4,120 +4%