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State Street Financial Select Sector SPDR ETF

973 hedge funds and large institutions have $18.2B invested in State Street Financial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 450 increasing their positions, 295 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 295

30% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 83

1% more funds holding

Funds holding: 960973 (+13)

3.17% less ownership

Funds ownership: 61.82%58.65% (-3.2%)

5% less funds holding in top 10

Funds holding in top 10: 111105 (-6)

9% less capital invested

Capital invested by funds: $20.1B → $18.2B (-$1.9B)

34% less call options, than puts

Call options by funds: $2.33B | Put options by funds: $3.54B

Holders
973
Holders Change
+13
Holders Change %
+1.35%
% of All Funds
22.3%
Holding in Top 10
105
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.41%
% of All Funds
2.41%
New
108
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
Change in
Stake
P
226
PhaseCapital
New York
$5.5M +$4.53M +157,200 +372%
HFS
227
HL Financial Services
Kentucky
$5.5M +$1M +34,727 +21%
PFS
228
Prospera Financial Services
Texas
$5.48M +$2.14M +74,228 +60%
AWP
229
Ascent Wealth Partners
New York
$5.42M +$3.16M +109,747 +126%
CC
230
Cadinha & Co
Hawaii
$5.38M -$11M -382,260 -66%
CIAS
231
Capital Investment Advisory Services
North Carolina
$5.31M +$440K +15,282 +9%
PBT
232
Pictet Bank & Trust
Bahamas
$5.22M -$18.3M -636,045 -77%
RIG
233
Renaissance Investment Group
Massachusetts
$5.18M +$25.8K +895 +0.5%
Fidelity International
234
Fidelity International
Bermuda
$5.17M +$1.25M +43,575 +30%
CB
235
Chemical Bank
Michigan
$5.15M -$115K -4,005 -2%
WA
236
WBH Advisory
Maryland
$5.15M +$64.9K +2,252 +1%
DWA
237
Dorsey Wright & Associates
California
$5.1M -$494K -17,147 -8%
AI
238
Atria Investments
North Carolina
$5.08M +$2.06M +71,570 +64%
TF
239
TLWM Financial
Texas
$5.06M +$5.28M +183,337 New
1832 Asset Management
240
1832 Asset Management
Ontario, Canada
$5.05M +$2.2M +76,438 +89%
FIM
241
Freedom Investment Management
Connecticut
$5.04M +$5.26M +182,822 New
PAMU
242
Pictet Asset Management (UK)
United Kingdom
$5M -$88.9M -3,088,500 -94%
FEG
243
Financial Enhancement Group
Indiana
$4.99M -$1.94M -67,407 -27%
NR
244
Newfound Research
Massachusetts
$4.92M +$2.64M +91,500 +105%
BRWA
245
B. Riley Wealth Advisors
Florida
$4.91M -$128K -4,435 -2%
CIC
246
Carnegie Investment Counsel
Ohio
$4.85M +$397K +13,798 +9%
KF
247
Krilogy Financial
Missouri
$4.84M +$456K +15,830 +10%
MCM
248
Monument Capital Management
Virginia
$4.84M +$55.5K +1,927 +1%
LWA
249
Lowe Wealth Advisors
Maryland
$4.79M -$27.3K -948 -0.5%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.77M +$1.05M +36,432 +27%

XLF Hedge Fund Activity: Q1 2018 in Review

973 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2018, worth a combined $18.2B — down 9.5% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new XLF positions and 83 closed out — a net gain of 25 holders — while 450 added to existing stakes and 295 trimmed.

The largest buyer was Barclays, adding an estimated $190M. The largest seller was Bank of America, cutting an estimated $537M.

  • 973 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2018, up from 960 in Q4 2017.
  • Funds reported $18.2B of State Street Financial Select Sector SPDR ETF stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 108 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2018 and 83 closed out, a net change of +25 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2018 was Barclays, an estimated $190M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2018.