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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
CM
276
Crestline Management
Texas
$4.01M +$4.16M +150,911 New
ASN
277
Advisory Services Network
Georgia
$4.01M +$191K +6,943 +5%
FCI
278
Financial Counselors Inc
Kansas
$3.96M -$34K -1,233 -0.8%
KSA
279
Ken Stern & Associates
California
$3.93M -$108K -3,934 -3%
SCP
280
Syntal Capital Partners
Texas
$3.88M +$867K +31,452 +27%
SWM
281
Segment Wealth Management
Texas
$3.82M +$68.5K +2,482 +2%
PNAA
282
Pictet North America Advisors
Switzerland
$3.81M
SWP
283
Stratos Wealth Partners
Ohio
$3.79M -$3.87M -140,148 -50%
GW
284
GW & Wade
Massachusetts
$3.75M -$44.1K -1,600 -1%
AAC
285
Asset Advisors Corp
Georgia
$3.73M -$31.7K -1,150 -0.8%
IC
286
InterOcean Capital
Illinois
$3.72M +$369K +13,372 +11%
BGDI
287
BW Gestao de Investimentos
Brazil
$3.68M +$2.65M +96,000 +227%
DADC
288
D.A. Davidson & Co
Montana
$3.64M +$868K +31,455 +30%
FTS
289
Fifth Third Securities
Ohio
$3.64M +$251K +9,112 +7%
DAS
290
Dynamic Advisor Solutions
Arizona
$3.6M +$1.66M +60,176 +80%
SWM
291
Strategic Wealth Management
Washington
$3.58M +$1.9M +68,910 +105%
CRC
292
Curi RMB Capital
Illinois
$3.56M -$4.69M -170,188 -56%
SAMC
293
Spectrum Asset Management (California)
California
$3.53M -$19K -690 -0.5%
NAM
294
NTV Asset Management
West Virginia
$3.5M +$41.4K +1,500 +1%
AC
295
Alley Company
Illinois
$3.47M +$29.9K +1,085 +0.8%
TTWM
296
TCV Trust & Wealth Management
Virginia
$3.41M +$4.74K +172 +0.1%
HFM
297
Hartford Financial Management
Connecticut
$3.41M -$119K -4,332 -3%
DFIG
298
Dragon Financial & Investment Group
California
$3.32M -$1.38K -50 -0%
SCM
299
Southport Capital Management
Tennessee
$3.25M
BWM
300
BigSur Wealth Management
Florida
$3.24M

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.