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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
AAC
301
Asset Advisors Corp
Georgia
$2.81M +$47.4K +1,900 +2%
HIIFS
302
Harel Insurance Investments & Financial Services
Israel
$2.81M -$1.9M -76,294 -41%
NR
303
Newfound Research
Massachusetts
$2.8M
RCG
304
Ruggie Capital Group
Florida
$2.77M -$539K -21,612 -17%
BFM
305
Boston Financial Management
Massachusetts
$2.77M -$757K -30,346 -22%
DSAM
306
Dock Street Asset Management
Florida
$2.73M -$227K -9,111 -8%
PWLP
307
Prio Wealth Limited Partnership
Massachusetts
$2.73M -$218K -8,733 -8%
HCP
308
Holt Capital Partners
Texas
$2.71M +$265K +10,641 +11%
MFW
309
Meristem Family Wealth
Minnesota
$2.69M -$649 -26 -0%
CC
310
Chanos & Company
New York
$2.69M -$154K -6,161 -6%
Wolverine Trading
311
Wolverine Trading
Illinois
$2.69M +$396K +15,880 +18%
AI
312
Atria Investments
North Carolina
$2.67M +$649K +25,998 +34%
ZIG
313
Zurich Insurance Group
Switzerland
$2.67M +$2.57M +103,191 New
CAS
314
Cue Advisory Services
Arizona
$2.67M +$837K +33,545 +48%
RFC
315
Regions Financial Corp
Alabama
$2.65M +$199K +7,960 +8%
FNT
316
First National Trust
Pennsylvania
$2.64M -$143K -5,718 -5%
PSUF
317
People's United Financial
Connecticut
$2.63M -$31K -1,244 -1%
PCM
318
Perritt Capital Management
Illinois
$2.6M +$157K +6,280 +7%
PGC
319
Pacific Grove Capital
California
$2.59M +$2.5M +100,000 New
FAM
320
Foothills Asset Management
Arizona
$2.58M -$32.9K -1,320 -1%
DADC
321
D.A. Davidson & Co
Montana
$2.52M +$225K +9,025 +10%
KeyBank National Association
322
KeyBank National Association
Ohio
$2.51M +$399K +15,988 +20%
Capital Fund Management (CFM)
323
Capital Fund Management (CFM)
France
$2.49M +$2.41M +96,429 New
FTS
324
Fifth Third Securities
Ohio
$2.44M +$172K +6,912 +8%
NCM
325
Nelson Capital Management
California
$2.42M +$112K +4,475 +5%

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.