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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
GW
276
GW & Wade
Massachusetts
$3.94M +$657K +22,819 +19%
AAC
277
Asset Advisors Corp
Georgia
$3.9M +$825K +28,650 +25%
SWM
278
Segment Wealth Management
Texas
$3.89M +$57.7K +2,005 +1%
PPA
279
Parametric Portfolio Associates
Washington
$3.83M +$340K +11,802 +9%
ASN
280
Advisory Services Network
Georgia
$3.75M +$199K +6,895 +5%
CTC
281
Central Trust Company
Missouri
$3.73M +$440K +15,280 +13%
KeyBank National Association
282
KeyBank National Association
Ohio
$3.73M +$907K +31,489 +30%
QAM
283
Q3 Asset Management
Michigan
$3.7M +$226K +7,858 +6%
SAMC
284
Spectrum Asset Management (California)
California
$3.66M +$70.8K +2,460 +2%
HFM
285
Hartford Financial Management
Connecticut
$3.65M -$39.6K -1,374 -1%
CPA
286
Capital Planning Advisors
California
$3.61M +$106K +3,682 +3%
NAM
287
NTV Asset Management
West Virginia
$3.58M +$5.76K +200 +0.2%
AC
288
Alley Company
Illinois
$3.57M +$66.8K +2,321 +2%
TTWM
289
TCV Trust & Wealth Management
Virginia
$3.53M +$2.82K +98 +0.1%
Allianz Asset Management
290
Allianz Asset Management
Germany
$3.53M +$230K +8,000 +7%
FTS
291
Fifth Third Securities
Ohio
$3.52M +$799K +27,731 +28%
IC
292
InterOcean Capital
Illinois
$3.48M +$326K +11,336 +10%
FIB
293
First Interstate Bank
Montana
$3.45M +$3.59M +124,551 +19,431%
DFIG
294
Dragon Financial & Investment Group
California
$3.45M +$66K +2,293 +2%
SCM
295
Southport Capital Management
Tennessee
$3.37M -$21.6K -750 -0.6%
MFS
296
Madrona Financial Services
Washington
$3.37M +$3.52M +122,073 New
BWM
297
BigSur Wealth Management
Florida
$3.36M +$2M +69,480 +133%
SRSA
298
S.R. Schill & Associates
Washington
$3.35M +$312K +10,820 +10%
RIL
299
Rothschild Investment LLC
Illinois
$3.34M -$167K -5,801 -5%
QCM
300
Quadrant Capital Management
New Jersey
$3.34M -$46.8K -1,625 -1%

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.