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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
PR
376
Payden & Rygel
California
$2.15M -$23.4K -850 -1%
MCM
377
Manchester Capital Management
Vermont
$2.13M
KFBMI
378
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.13M
FNBOH
379
First National Bank of Hutchinson
Kansas
$2.11M -$11.7K -425 -0.5%
AA
380
Apriem Advisors
California
$2.11M +$1.66M +60,050 +310%
CWM
381
CMH Wealth Management
New Hampshire
$2.09M -$48.3K -1,750 -2%
IFWM
382
Institute for Wealth Management
Colorado
$2.08M +$24.4K +886 +1%
HTC
383
Haverford Trust Company
Pennsylvania
$2.06M +$260K +9,430 +14%
BSG
384
Black Swift Group
Colorado
$2.06M +$833K +30,215 +64%
LCM
385
Lucas Capital Management
New Jersey
$2.05M +$75.8K +2,750 +7%
Squarepoint
386
Squarepoint
New York
$2.05M +$2.13M +77,180 New
SB
387
Simmons Bank
Arkansas
$2.05M -$8.94K -324 -0.4%
PG
388
Proffitt & Goodson
Tennessee
$2.04M -$138K -5,020 -6%
FWCM
389
Ferguson Wellman Capital Management
Oregon
$2.04M +$20.6K +748 +1%
CHC
390
City Holding Co
West Virginia
$2.04M +$125K +4,533 +6%
LFS
391
Legacy Financial Strategies
Kansas
$2.03M +$40.4K +1,464 +2%
SAM
392
Sequent Asset Management
Texas
$2.02M +$310K +11,225 +17%
PFO
393
Pathstone Family Office
New Jersey
$2.02M +$4.99K +181 +0.2%
MWP
394
MYCIO Wealth Partners
Pennsylvania
$1.98M +$292K +10,603 +17%
MAS
395
Madden Advisory Services
Florida
$1.98M -$4.88K -177 -0.2%
CAN
396
Claraphi Advisory Network
United States
$1.94M -$270K -9,800 -12%
CT
397
CPF Texas
Texas
$1.94M +$4.77K +173 +0.2%
IWM
398
IHT Wealth Management
Illinois
$1.92M +$1.18M +42,619 +144%
CFA
399
Carroll Financial Associates
North Carolina
$1.92M +$46.1K +1,673 +2%
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.92M +$818K +29,657 +70%

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.