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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
SS
376
Simplicity Solutions
Minnesota
$1.79M +$767K +30,740 +80%
SAS
377
Stelac Advisory Services
New York
$1.79M +$933K +37,392 +117%
MBT
378
Monroe Bank & Trust
Michigan
$1.77M +$54.4K +2,182 +3%
LCM
379
Lee Capital Management
New York
$1.75M +$135K +5,395 +9%
CCT
380
Country Club Trust
Missouri
$1.75M -$95.9K -3,844 -5%
MAM
381
Marquette Asset Management
Minnesota
$1.74M
BCM
382
Bluefin Capital Management
New York
$1.73M +$1.67M +67,000 New
IIA
383
IPG Investment Advisors
California
$1.73M +$361K +14,463 +28%
CFA
384
Carroll Financial Associates
North Carolina
$1.72M -$101K -4,050 -6%
SGCA
385
Steel Grove Capital Advisors
Tennessee
$1.7M +$342K +13,713 +26%
SWM
386
Strategic Wealth Management
Washington
$1.7M -$24.3K -972 -1%
ABC
387
Associated Banc-Corp
Wisconsin
$1.69M -$8.51K -341 -0.5%
WIM
388
Westside Investment Management
California
$1.68M +$2.79K +112 +0.2%
SI
389
SII Investments
Wisconsin
$1.67M +$875K +35,051 +119%
SAM
390
Sequent Asset Management
Texas
$1.67M -$6.24K -250 -0.4%
TG
391
TLP Group
Illinois
$1.66M +$1.17M +47,084 +273%
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$1.64M +$551K +22,095 +62%
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$1.61M -$149K -5,966 -9%
GKWIM
394
Gerber Kawasaki Wealth & Investment Management
California
$1.6M -$86.3K -3,457 -5%
CHC
395
City Holding Co
West Virginia
$1.58M +$155K +6,215 +11%
SFG
396
SNS Financial Group
Minnesota
$1.57M -$171K -6,872 -10%
MLM
397
Mount Lucas Management
Pennsylvania
$1.55M -$1.18M -47,341 -44%
KFBMI
398
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.55M
HCMT
399
Highland Capital Management (Tennessee)
Tennessee
$1.51M -$3.37K -135 -0.2%
GCMG
400
Gyroscope Capital Management Group
Florida
$1.51M +$191K +7,643 +15%

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.