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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
AIP
351
ARS Investment Partners
New York
$2.1M +$117K +4,676 +6%
CWM
352
CMH Wealth Management
New Hampshire
$2.1M +$28.8K +1,155 +1%
MLL
353
Moody Lynn & Lieberson
Massachusetts
$2.08M -$859K -34,410 -30%
BMM
354
Berkshire Money Management
Massachusetts
$2.08M -$16.9K -677 -0.9%
PR
355
Payden & Rygel
California
$2.08M +$2.01M +80,405 New
PWSG
356
Pacific Wealth Strategies Group
California
$2.08M -$11K -439 -0.5%
ASN
357
Advisory Services Network
Georgia
$2.07M +$359K +14,382 +22%
MCM
358
Manchester Capital Management
Vermont
$2.07M
11A
359
10-15 Associates
New York
$2.07M +$1.37M +55,020 +220%
MAS
360
Madden Advisory Services
Florida
$2.03M +$25.9K +1,040 +1%
SSWM
361
Smith Salley Wealth Management
North Carolina
$2.03M -$127K -5,107 -6%
AWM
362
AE Wealth Management
Kansas
$2M +$246K +9,879 +15%
BPCA
363
Bank Pictet & Cie (Asia)
Singapore
$2M -$1.14M -45,780 -37%
NFG
364
Next Financial Group
Texas
$2M +$177K +7,075 +10%
BUB
365
BBVA USA Bancshares
Texas
$1.99M -$56.3K -2,257 -3%
RMC
366
Regis Management Company
California
$1.97M
FWCM
367
Ferguson Wellman Capital Management
Oregon
$1.96M +$7.98K +320 +0.4%
IFWM
368
Institute for Wealth Management
Colorado
$1.96M -$22K -882 -1%
PFO
369
Pathstone Family Office
New Jersey
$1.95M +$4.14K +166 +0.2%
GWM
370
Greenwich Wealth Management
Connecticut
$1.95M +$224K +8,995 +14%
AFNAS
371
American Financial Network Advisory Services
California
$1.94M +$1.87M +75,110 New
AFM
372
Abbot Financial Management
Massachusetts
$1.89M -$58.3K -2,338 -3%
OTC
373
Opera Trading Capital
France
$1.86M -$3M -120,100 -63%
CIA
374
Choate Investment Advisors
Massachusetts
$1.86M +$752K +30,145 +72%
CAM
375
Cypress Asset Management
Texas
$1.85M -$71.7K -2,875 -4%

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.