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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
AIP
251
Ameritas Investment Partners
Nebraska
$4.72M +$42.4K +1,474 +0.9%
BSAM
252
Blue Sky Asset Management
Colorado
$4.7M -$3.92M -136,224 -44%
BCM
253
Barometer Capital Management
Ontario, Canada
$4.68M -$731K -25,400 -13%
WJA
254
Williams Jones & Associates
New York
$4.66M +$736K +25,550 +18%
HCIA
255
Hochman Cole Investment Advisors
Illinois
$4.63M +$18.5K +641 +0.4%
FI
256
FormulaFolio Investments
Michigan
$4.6M +$87.1K +3,026 +2%
AGM
257
Alpine Global Management
New York
$4.55M +$1.09M +37,700 +30%
LWM
258
Lyell Wealth Management
California
$4.54M +$59K +2,050 +1%
AF
259
Aldebaran Financial
$4.52M -$33.8K -1,173 -0.7%
CF
260
Centaurus Financial
California
$4.48M +$380K +13,193 +9%
CB
261
Commerce Bank
Missouri
$4.47M +$90.9K +3,155 +2%
WA
262
Winfield Associates
Ohio
$4.46M +$197K +6,825 +4%
Wolverine Trading
263
Wolverine Trading
Illinois
$4.45M +$2.23M +77,326 +92%
MBTD
264
Mechanics Bank - Trust Department
California
$4.4M +$542K +18,835 +13%
HJA
265
Hugh Johnson Advisors
New York
$4.37M -$32.3K -1,120 -0.7%
KC
266
KHP Capital
Oklahoma
$4.29M +$89.5K +3,108 +2%
KSA
267
Ken Stern & Associates
California
$4.18M -$86.4K -3,001 -2%
CCM
268
Cribstone Capital Management
Maine
$4.18M -$164K -5,693 -4%
FCI
269
Financial Counselors Inc
Kansas
$4.14M -$306K -10,642 -7%
TFA
270
Transamerica Financial Advisors
Florida
$4.13M +$294K +10,224 +7%
SC
271
Scotia Capital
Ontario, Canada
$4.12M +$629K +21,836 +17%
CCM
272
Condor Capital Management
New Jersey
$4.09M +$3.08M +107,028 +258%
DCC
273
Dow Chemical Company
Michigan
$4M -$9.31M -323,277 -69%
PNAA
274
Pictet North America Advisors
Switzerland
$3.95M +$43.2K +1,500 +1%
IA
275
IFG Advisory
Georgia
$3.95M +$451K +15,661 +12%

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.