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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
PAM
351
PVG Asset Management
Colorado
$2.5M +$2.6M +94,157 New
Cetera Investment Advisers
352
Cetera Investment Advisers
Illinois
$2.5M +$89.8K +3,256 +4%
ALIONA
353
Allianz Life Insurance of North America
Minnesota
$2.47M +$456K +16,551 +22%
Allianz Asset Management
354
Allianz Asset Management
Germany
$2.45M -$993K -36,000 -28%
CCT
355
Country Club Trust
Missouri
$2.44M -$302K -10,958 -11%
WP
356
WealthPLAN Partners
Nebraska
$2.43M +$18.6K +674 +0.7%
BEC
357
Blue Edge Capital
Virginia
$2.43M +$31K +1,123 +1%
PWLP
358
Prio Wealth Limited Partnership
Massachusetts
$2.42M -$107K -3,871 -4%
LFASL
359
Lugano Financial Advisors SA (LFA)
Switzerland
$2.42M +$2.53M +91,763 New
LNB
360
Ledyard National Bank
$2.41M +$12.1K +440 +0.5%
HIIFS
361
Harel Insurance Investments & Financial Services
Israel
$2.4M -$7.85M -284,495 -76%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$2.39M +$289K +10,463 +13%
GWM
363
Greenwich Wealth Management
Connecticut
$2.36M +$239K +8,673 +11%
PWSG
364
Pacific Wealth Strategies Group
California
$2.35M +$152K +5,505 +7%
GBT
365
Grove Bank & Trust
Florida
$2.33M -$515K -18,669 -18%
PSUF
366
People's United Financial
Connecticut
$2.31M -$624K -22,612 -21%
CPA
367
Court Place Advisors
Maryland
$2.31M -$90.7K -3,290 -4%
ACA
368
Atlas Capital Advisors
Wyoming
$2.28M -$195K -7,065 -8%
B
369
Bellecapital
Switzerland
$2.27M +$442K +16,032 +23%
NF
370
Nikulski Financial
Iowa
$2.26M +$113K +4,084 +5%
JIC
371
Johnson Investment Counsel
Ohio
$2.24M +$474K +17,197 +26%
FAM
372
Foothills Asset Management
Arizona
$2.24M -$128K -4,640 -5%
VFA
373
Voya Financial Advisors
Connecticut
$2.21M +$623K +22,579 +37%
WIM
374
Westside Investment Management
California
$2.16M +$59.3K +2,150 +3%
LCH
375
Lee Capital Holdings
New York
$2.15M +$2.24M +81,049 New

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.