We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

573 hedge funds and large institutions have $8.29B invested in State Street Financial Select Sector SPDR ETF in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 186 increasing their positions, 247 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 60

0% less funds holding

Funds holding: 575573 (-2)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

7.35% less ownership

Funds ownership: 65.87%58.52% (-7.4%)

11% less capital invested

Capital invested by funds: $9.36B → $8.29B (-$1.07B)

25% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 247

52% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $3.42B

Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
15.29%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.07%
New
64
Increased
186
Reduced
247
Closed
60
Calls
$1.64B
Puts
$3.42B
Net Calls
-$1.78B
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
376
MYCIO Wealth Partners
Pennsylvania
$454K +$1.24K +61 +0.3%
FBNAT
377
FirstMerit Bank N.A. Trustee
Ohio
$453K +$22.8K +1,128 +5%
EDRS
378
Edmond de Rothschild (Suisse)
Switzerland
$451K +$333K +16,462 +273%
BPCE
379
Bank Pictet & Cie (Europe)
Germany
$450K
CIM
380
Cambria Investment Management
California
$449K +$453K +22,366 New
WP
381
WealthSource Partners
California
$448K -$143K -7,047 -24%
LPT
382
Legacy Private Trust
Wisconsin
$445K +$449K +22,163 New
KFC
383
Klingenstein Fields & Co
New York
$434K
SCA
384
Snowden Capital Advisors
New York
$433K -$246K -12,134 -36%
AP
385
Advisor Partners
California
$430K
LA
386
Lynch & Associates
Indiana
$423K -$23.1K -1,139 -5%
VWM
387
Venturi Wealth Management
Texas
$421K -$299K -14,774 -41%
EWA
388
EP Wealth Advisors
California
$421K -$15.8K -780 -4%
SBL
389
Sargent Bickham Lagudis
Colorado
$418K -$105K -5,165 -20%
EB
390
Eastern Bank
Massachusetts
$418K -$8.3K -410 -2%
CPA
391
Capital Planning Advisors
California
$411K +$6.92K +342 +2%
Neuberger Berman Group
392
Neuberger Berman Group
New York
$405K +$34.1K +1,687 +9%
WHG
393
Westwood Holdings Group
Texas
$404K -$127K -6,276 -24%
TFF
394
The Family Firm
Maryland
$403K -$2.04K -101 -0.5%
DI
395
Diligent Investors
California
$399K +$20.9K +1,031 +5%
DIA
396
Denver Investment Advisors
Colorado
$394K +$5.49K +271 +1%
SAMT
397
Select Asset Management & Trust
Pennsylvania
$389K -$474K -23,410 -55%
BAM
398
Berkshire Asset Management
Pennsylvania
$388K +$12.2K +602 +3%
MMG
399
Monetary Management Group
Missouri
$382K +$210K +10,366 +120%
EFS
400
Essex Financial Services
Connecticut
$380K -$358K -17,670 -48%

XLF Hedge Fund Activity: Q2 2016 in Review

573 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2016, worth a combined $8.29B — down 11% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new XLF positions and 60 closed out — a net gain of 4 holders — while 186 added to existing stakes and 247 trimmed.

The largest buyer was Paloma Partners, adding an estimated $60.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $122M.

  • 573 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2016, down from 575 in Q1 2016.
  • Funds reported $8.29B of State Street Financial Select Sector SPDR ETF stock for Q2 2016, down 11% quarter-over-quarter.
  • 64 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2016 and 60 closed out, a net change of +4 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2016 was Paloma Partners, an estimated $60.4M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2016 was BNP Paribas Financial Markets, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2016.