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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
DSAM
326
Dock Street Asset Management
Florida
$2.9M +$12.5K +435 +0.4%
FWM
327
Focused Wealth Management
New York
$2.88M -$5.19M -180,122 -63%
HWP
328
Hefty Wealth Partners
Indiana
$2.87M +$3M +104,091 New
PAS
329
Partnervest Advisory Services
California
$2.87M -$247K -8,561 -8%
NA
330
NewEdge Advisors
Louisiana
$2.86M +$186K +6,442 +6%
CA
331
Commerzbank Aktiengesellschaft
Germany
$2.85M -$622K -21,592 -17%
CCT
332
Country Club Trust
Missouri
$2.83M +$255K +8,855 +9%
CCM
333
Canal Capital Management
Virginia
$2.81M -$594K -20,611 -17%
1IA
334
1834 Investment Advisors
Wisconsin
$2.77M +$330K +11,461 +13%
AIP
335
ARS Investment Partners
New York
$2.76M +$268K +9,315 +10%
MFW
336
Meristem Family Wealth
Minnesota
$2.75M -$128K -4,460 -4%
Brown Advisory
337
Brown Advisory
Maryland
$2.74M -$662K -23,003 -19%
NCM
338
Nelson Capital Management
California
$2.74M +$81.8K +2,840 +3%
6M
339
6 Meridian
Kansas
$2.71M -$1.61M -55,763 -36%
WA
340
WP Advisors
California
$2.64M +$126K +4,388 +5%
PWLP
341
Prio Wealth Limited Partnership
Massachusetts
$2.62M -$126K -4,380 -4%
MPPLM
342
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.6M +$2.55M +88,489 +1,513%
CWM
343
Cornerstone Wealth Management
Missouri
$2.58M +$304K +10,553 +12%
Marshall Wace
344
Marshall Wace
United Kingdom
$2.53M +$2.64M +91,816 New
FNT
345
First National Trust
Pennsylvania
$2.51M +$521K +18,092 +25%
WP
346
WealthPLAN Partners
Nebraska
$2.5M +$14.7K +510 +0.6%
Cetera Investment Advisers
347
Cetera Investment Advisers
Illinois
$2.5M +$1.18M +41,141 +83%
BEC
348
Blue Edge Capital
Virginia
$2.48M -$259 -9 -0%
LNB
349
Ledyard National Bank
$2.48M +$1.38K +48 +0.1%
CPA
350
Court Place Advisors
Maryland
$2.48M +$66.8K +2,319 +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.