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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
ZIG
301
Zurich Insurance Group
Switzerland
$3.33M +$197K +6,828 +6%
TI
302
TTP Investments
California
$3.3M +$553K +19,194 +19%
AW
303
ACG Wealth
Georgia
$3.3M +$302K +10,492 +10%
WP
304
WealthShield Partners
North Carolina
$3.28M -$141K -4,903 -4%
UBG
305
United Bank (Georgia)
Georgia
$3.27M -$48.2K -1,674 -1%
GKWIM
306
Gerber Kawasaki Wealth & Investment Management
California
$3.25M +$1.6M +55,661 +89%
GLA
307
Great Lakes Advisors
Illinois
$3.24M -$138K -4,791 -4%
NA
308
Navellier & Associates
Nevada
$3.21M +$752K +26,114 +29%
TPSF
309
Texas Permanent School Fund
Texas
$3.18M -$809K -28,087 -20%
MC
310
Martin & Co
Tennessee
$3.17M -$212K -7,373 -6%
Point72 Asset Management
311
Point72 Asset Management
Connecticut
$3.17M +$1.01M +35,000 +44%
SCP
312
Syntal Capital Partners
Texas
$3.15M -$1.51M -52,361 -31%
HCP
313
Holt Capital Partners
Texas
$3.15M +$339K +11,785 +11%
ISL
314
Ingalls & Snyder LLC
New York
$3.15M +$148K +5,154 +5%
SCA
315
Snowden Capital Advisors
New York
$3.14M +$291K +10,111 +10%
RCG
316
Ruggie Capital Group
Florida
$3.04M -$43.6K -1,515 -1%
PSUF
317
People's United Financial
Connecticut
$3.02M +$216K +7,500 +7%
RFC
318
Regions Financial Corp
Alabama
$3.02M -$572K -19,848 -15%
CAS
319
Cue Advisory Services
Arizona
$2.99M +$163K +5,658 +5%
BFM
320
Boston Financial Management
Massachusetts
$2.99M -$52.8K -1,832 -2%
WP
321
WealthSource Partners
California
$2.96M +$2.81M +97,633 +986%
BMM
322
Berkshire Money Management
Massachusetts
$2.95M +$750K +26,039 +32%
EVM
323
Eaton Vance Management
Massachusetts
$2.95M +$1.55M +53,736 +101%
GBT
324
Grove Bank & Trust
Florida
$2.93M -$736K -25,553 -19%
DADC
325
D.A. Davidson & Co
Montana
$2.91M +$78.6K +2,730 +3%

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.