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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
WIM
376
Westside Investment Management
California
$2.12M +$279K +9,683 +14%
IFWM
377
Institute for Wealth Management
Colorado
$2.12M -$32.9K -1,144 -1%
ALIONA
378
Allianz Life Insurance of North America
Minnesota
$2.1M +$211K +7,337 +11%
BUB
379
BBVA USA Bancshares
Texas
$2.09M -$22.9K -795 -1%
FWCM
380
Ferguson Wellman Capital Management
Oregon
$2.09M +$10.7K +370 +0.5%
PFO
381
Pathstone Family Office
New Jersey
$2.08M +$2.18M +75,629 New
PI
382
PFS Investments
Georgia
$2.08M -$1.08M -37,555 -33%
DAS
383
Dynamic Advisor Solutions
Arizona
$2.07M +$258K +8,968 +14%
LFS
384
Legacy Financial Strategies
Kansas
$2.06M -$359K -12,462 -14%
MAS
385
Madden Advisory Services
Florida
$2.05M -$12.7K -441 -0.6%
PCM
386
Prelude Capital Management
New York
$2.05M +$1.93M +66,963 +890%
MIAN
387
Mariner Independent Advisor Network
Kansas
$2.05M +$160K +5,545 +8%
SFS
388
Sowell Financial Services
Arkansas
$2.04M -$887K -30,811 -29%
CG
389
Cutler Group
California
$2.03M -$5.22M -181,254 -71%
AS
390
Altshuler Shaham
Israel
$2.02M +$2.11M +73,432 New
BII
391
Bainco International Investors
Massachusetts
$2.02M -$5.78M -200,747 -73%
IWC
392
Integrated Wealth Concepts
Massachusetts
$2.01M +$1.64M +57,049 +325%
CT
393
CPF Texas
Texas
$2.01M +$2.1M +72,822 New
DP
394
Denver PWM
Colorado
$2M -$150K -5,225 -7%
CHC
395
City Holding Co
West Virginia
$1.98M +$115K +3,996 +6%
MBT
396
Montecito Bank & Trust
California
$1.98M +$824K +28,609 +66%
AFM
397
Abbot Financial Management
Massachusetts
$1.94M -$25.9K -900 -1%
CFA
398
Carroll Financial Associates
North Carolina
$1.94M +$166K +5,773 +9%
B
399
Bellecapital
Switzerland
$1.91M -$185K -6,440 -8%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$1.89M +$130K +4,504 +7%

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.