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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
1IA
326
1834 Investment Advisors
Wisconsin
$2.82M +$145K +5,259 +5%
CPA
327
Capital Planning Advisors
California
$2.8M -$708K -25,656 -20%
CCM
328
Cribstone Capital Management
Maine
$2.76M -$1.31M -47,664 -31%
PI
329
PFS Investments
Georgia
$2.73M +$699K +25,346 +34%
DSAM
330
Dock Street Asset Management
Florida
$2.7M -$97.9K -3,550 -3%
Brown Advisory
331
Brown Advisory
Maryland
$2.69M +$47.5K +1,722 +2%
CCM
332
Canal Capital Management
Virginia
$2.67M -$39.2K -1,421 -1%
MFW
333
Meristem Family Wealth
Minnesota
$2.65M +$3.17K +115 +0.1%
MC
334
Martin & Co
Tennessee
$2.65M -$426K -15,440 -13%
MMA
335
Miracle Mile Advisors
California
$2.64M +$2.74M +99,430 New
AIP
336
ARS Investment Partners
New York
$2.62M -$35.3K -1,280 -1%
SF
337
Synovus Financial
Georgia
$2.62M +$926K +33,581 +52%
NCM
338
Nelson Capital Management
California
$2.62M -$24.3K -880 -0.9%
11A
339
10-15 Associates
New York
$2.61M +$483K +17,526 +22%
BMM
340
Berkshire Money Management
Massachusetts
$2.6M -$270K -9,783 -9%
6M
341
6 Meridian
Kansas
$2.59M -$24.5K -890 -0.9%
WS
342
Wela Strategies
Georgia
$2.56M +$293K +10,624 +13%
WA
343
WP Advisors
California
$2.56M +$15.6K +566 +0.6%
SC
344
Sovarnum Capital
New York
$2.56M +$1.38M +50,000 +108%
IUHSA
345
Itau Unibanco Holding S.A.
Brazil
$2.55M +$1.58M +57,200 +148%
FNT
346
First National Trust
Pennsylvania
$2.55M +$135K +4,898 +5%
OIM
347
Orca Investment Management
Oregon
$2.54M +$1.5M +54,561 +134%
CIA
348
Choate Investment Advisors
Massachusetts
$2.52M +$395K +14,325 +18%
AI
349
Atria Investments
North Carolina
$2.51M -$2.47M -89,619 -49%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$2.51M +$712K +25,811 +38%

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.