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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
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.71M +$115K +4,182 +2%
LWA
252
Lowe Wealth Advisors
Maryland
$4.66M +$46.8K +1,697 +1%
SCM
253
Stevens Capital Management
Pennsylvania
$4.61M +$4.79M +173,523 New
AssetMark Inc
254
AssetMark Inc
California
$4.56M -$19.9M -723,073 -81%
MBTD
255
Mechanics Bank - Trust Department
California
$4.51M +$282K +10,228 +6%
HCIA
256
Hochman Cole Investment Advisors
Illinois
$4.51M +$52.3K +1,897 +1%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$4.47M -$1.08M -39,256 -19%
Wolverine Trading
258
Wolverine Trading
Illinois
$4.45M
FI
259
FormulaFolio Investments
Michigan
$4.41M -$27.8K -1,007 -0.6%
WA
260
Winfield Associates
Ohio
$4.41M +$110K +3,975 +2%
KC
261
KHP Capital
Oklahoma
$4.38M +$242K +8,778 +6%
LWM
262
Lyell Wealth Management
California
$4.32M -$56K -2,030 -1%
FIB
263
First Interstate Bank
Montana
$4.31M +$1.02M +36,977 +30%
WJA
264
Williams Jones & Associates
New York
$4.29M -$216K -7,815 -5%
CI
265
CX Institutional
Indiana
$4.26M +$4.42M +160,293 New
CB
266
Commerce Bank
Missouri
$4.25M -$68.6K -2,486 -2%
HJA
267
Hugh Johnson Advisors
New York
$4.2M -$12.9K -467 -0.3%
CC
268
Cadinha & Co
Hawaii
$4.17M -$1.06M -38,326 -20%
AF
269
Aldebaran Financial
$4.14M -$225K -8,147 -5%
TFA
270
Transamerica Financial Advisors
Florida
$4.12M +$138K +5,014 +3%
SC
271
Scotia Capital
Ontario, Canada
$4.1M +$8.44K +306 +0.2%
SI
272
Stephens Inc
Arkansas
$4.1M +$2.37M +85,884 +126%
IA
273
IFG Advisory
Georgia
$4.08M +$283K +10,265 +7%
ISL
274
Ingalls & Snyder LLC
New York
$4.05M +$1.04M +37,890 +33%
CCM
275
Condor Capital Management
New Jersey
$4.01M +$68.1K +2,471 +2%

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.