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State Street Financial Select Sector SPDR ETF

970 hedge funds and large institutions have $17.4B invested in State Street Financial Select Sector SPDR ETF 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

14% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.74B

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

5% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 362

0.08% less ownership

Funds ownership: 58.65%58.57% (-0.08%)

0% less funds holding

Funds holding: 972970 (-2)

4% less capital invested

Capital invested by funds: $18.2B → $17.4B (-$746M)

15% less funds holding in top 10

Funds holding in top 10: 10589 (-16)

Holders
970
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
Change in
Stake
Sumitomo Mitsui Trust Group
226
Sumitomo Mitsui Trust Group
Japan
$5.58M -$5.1M -185,000 -47%
CC
227
Callan Capital
California
$5.58M -$206K -7,467 -3%
CIAS
228
Capital Investment Advisory Services
North Carolina
$5.54M +$437K +15,830 +8%
BA
229
BKS Advisors
Michigan
$5.42M +$20.3K +737 +0.4%
JWBC
230
J.W. Burns & Co
New York
$5.36M +$28.8K +1,043 +0.5%
NSIM
231
North Star Investment Management
Illinois
$5.32M +$4.44M +161,012 +411%
AWP
232
Ascent Wealth Partners
New York
$5.29M +$68.9K +2,499 +1%
BRWA
233
B. Riley Wealth Advisors
Florida
$5.29M +$573K +20,780 +12%
WA
234
WBH Advisory
Maryland
$5.22M +$268K +9,710 +5%
BCM
235
Bluefin Capital Management
New York
$5.13M +$5.32M +193,000 New
HFS
236
HL Financial Services
Kentucky
$5.13M -$177K -6,424 -3%
Walleye Trading
237
Walleye Trading
New York
$5.11M -$897K -32,541 -14%
TF
238
TLWM Financial
Texas
$5.06M +$195K +7,075 +4%
CA
239
Cetera Advisors
Colorado
$5.04M -$816K -29,602 -13%
PBT
240
Pictet Bank & Trust
Bahamas
$5.04M
GWM
241
Geneos Wealth Management
Colorado
$5.03M -$2.82M -102,195 -35%
CIC
242
Carnegie Investment Counsel
Ohio
$5.02M +$223K +8,097 +5%
RIG
243
Renaissance Investment Group
Massachusetts
$4.98M -$18.2K -660 -0.4%
FEG
244
Financial Enhancement Group
Indiana
$4.93M +$119K +4,301 +2%
JP
245
Jana Partners
New York
$4.92M +$5.1M +185,000 New
Simplex Trading
246
Simplex Trading
Illinois
$4.9M +$5.08M +184,278 New
CB
247
Chemical Bank
Michigan
$4.85M -$122K -4,418 -2%
CA
248
Commerzbank Aktiengesellschaft
Germany
$4.81M +$2.14M +77,568 +75%
1832 Asset Management
249
1832 Asset Management
Ontario, Canada
$4.8M -$35.8K -1,297 -0.8%
RCP
250
Rothschild Capital Partners
New York
$4.77M -$2.36M -85,520 -32%

XLF Hedge Fund Activity: Q2 2018 in Review

970 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2018, worth a combined $17.4B — down 4.1% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XLF positions and 74 closed out — a net gain of 9 holders — while 379 added to existing stakes and 362 trimmed.

The largest buyer was Bank of America, adding an estimated $359M. The largest seller was Clal Insurance, cutting an estimated $178M.

  • 970 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2018, down from 972 in Q1 2018.
  • Funds reported $17.4B of State Street Financial Select Sector SPDR ETF stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 83 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2018 and 74 closed out, a net change of +9 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $359M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2018 was Clal Insurance, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2018.