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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
ACA
351
Atlas Capital Advisors
Wyoming
$2.48M +$2.59M +89,881 New
FM
352
Forward Management
California
$2.47M +$1.85M +64,334 +254%
FAM
353
Foothills Asset Management
Arizona
$2.45M -$150K -5,220 -6%
GT
354
Glenmede Trust
Pennsylvania
$2.45M
SPIA
355
Steward Partners Investment Advisory
New York
$2.44M -$1.39M -48,333 -35%
AF
356
Advisornet Financial
Minnesota
$2.37M +$65.3K +2,266 +3%
WS
357
Wela Strategies
Georgia
$2.32M -$122K -4,221 -5%
CAN
358
Claraphi Advisory Network
United States
$2.28M -$227K -7,867 -9%
PWSG
359
Pacific Wealth Strategies Group
California
$2.28M +$89.9K +3,123 +4%
PG
360
Proffitt & Goodson
Tennessee
$2.26M +$4.09K +142 +0.2%
PR
361
Payden & Rygel
California
$2.25M +$521K +18,100 +28%
BDS
362
Banco de Sabadell
Florida
$2.24M +$43.2K +1,500 +2%
NF
363
Nikulski Financial
Iowa
$2.23M +$274K +9,521 +13%
11A
364
10-15 Associates
New York
$2.22M +$75.2K +2,610 +3%
CIA
365
Choate Investment Advisors
Massachusetts
$2.22M +$129K +4,493 +6%
MCM
366
Manchester Capital Management
Vermont
$2.21M
GWM
367
Greenwich Wealth Management
Connecticut
$2.21M +$96.4K +3,348 +4%
KFBMI
368
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.21M
FNBOH
369
First National Bank of Hutchinson
Kansas
$2.2M -$22.4K -779 -1%
BFEC
370
Benjamin F. Edwards & Company
Missouri
$2.19M -$67.3K -2,337 -3%
SS
371
Simplicity Solutions
Minnesota
$2.19M -$226K -7,854 -9%
Nomura Asset Management
372
Nomura Asset Management
Japan
$2.18M
CWM
373
CMH Wealth Management
New Hampshire
$2.16M -$10.2K -355 -0.4%
BCM
374
BlueCrest Capital Management
Jersey
$2.16M -$9.26M -321,517 -80%
SB
375
Simmons Bank
Arkansas
$2.13M +$60.9K +2,115 +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.