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State Street Financial Select Sector SPDR ETF

815 hedge funds and large institutions have $16.7B invested in State Street Financial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 287

16% more capital invested

Capital invested by funds: $14.4B → $16.7B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

1.93% more ownership

Funds ownership: 60.73%62.66% (+1.9%)

2% more funds holding

Funds holding: 800815 (+15)

12% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $4.26B

Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
Barometer Capital Management
Ontario, Canada
$4.1M +$1.61M +64,500 +69%
Fidelity International
252
Fidelity International
Bermuda
$4.08M +$272K +10,886 +7%
HFS
253
HL Financial Services
Kentucky
$3.99M -$804K -32,224 -17%
PG
254
PEAK6 Group
Illinois
$3.97M -$1.07M -42,706 -22%
WA
255
Winfield Associates
Ohio
$3.95M -$104K -4,166 -3%
FM
256
Forward Management
California
$3.93M -$470K -18,842 -11%
WJA
257
Williams Jones & Associates
New York
$3.86M -$668K -26,755 -15%
KF
258
Krilogy Financial
Missouri
$3.85M +$134K +5,387 +4%
CIC
259
Carnegie Investment Counsel
Ohio
$3.81M +$324K +12,992 +10%
GBT
260
Grove Bank & Trust
Florida
$3.75M -$301K -12,078 -8%
PNAA
261
Pictet North America Advisors
Switzerland
$3.67M +$1.42M +56,800 +67%
SFS
262
Sowell Financial Services
Arkansas
$3.66M +$608K +24,365 +22%
TFA
263
Transamerica Financial Advisors
Florida
$3.57M +$565K +22,649 +20%
NA
264
Navellier & Associates
Nevada
$3.54M +$149K +5,981 +5%
MBTD
265
Mechanics Bank - Trust Department
California
$3.53M -$21K -843 -0.6%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.51M +$49.6K +1,986 +1%
SWM
267
Segment Wealth Management
Texas
$3.5M -$2.17K -87 -0.1%
RIL
268
Rothschild Investment LLC
Illinois
$3.48M -$63.6K -2,550 -2%
TTWM
269
TCV Trust & Wealth Management
Virginia
$3.47M -$5.46K -219 -0.2%
HFM
270
Hartford Financial Management
Connecticut
$3.45M +$54.9K +2,200 +2%
NAM
271
NTV Asset Management
West Virginia
$3.38M -$32.4K -1,300 -1%
AC
272
Alley Company
Illinois
$3.37M +$1.95K +78 +0.1%
JGC
273
J. Goldman & Co
New York
$3.34M +$971K +38,924 +43%
ECM
274
Exchange Capital Management
Michigan
$3.29M -$718K -28,762 -18%
PFS
275
Prospera Financial Services
Texas
$3.27M -$1.87M -74,790 -37%

XLF Hedge Fund Activity: Q3 2017 in Review

815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2017, worth a combined $16.7B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XLF positions and 60 closed out — a net gain of 24 holders — while 339 added to existing stakes and 287 trimmed.

The largest buyer was Bank of America, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 815 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2017, up from 800 in Q2 2017.
  • Funds reported $16.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2017 and 60 closed out, a net change of +24 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.01B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2017 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2017.