We are live on ! Find out more
XLF icon

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
SSG
401
Summit Securities Group
New York
$1.51M +$125K +5,000 +9%
1IA
402
1834 Investment Advisors
Wisconsin
$1.51M +$930K +37,289 +177%
EDRH
403
Edmond de Rothschild Holding
Switzerland
$1.5M -$50.3K -2,015 -3%
ALIONA
404
Allianz Life Insurance of North America
Minnesota
$1.5M +$50.5K +2,026 +4%
DGHMC
405
Dalton, Greiner, Hartman, Maher & Co
New York
$1.49M -$22.9K -918 -2%
RMCM
406
Reynders McVeigh Capital Management
Massachusetts
$1.48M +$51.2K +2,052 +4%
GA
407
Greytown Advisors
Florida
$1.48M -$60.1K -2,407 -4%
BFM
408
Boothbay Fund Management
New York
$1.47M +$1.42M +57,000 New
BPM
409
Bowling Portfolio Management
Ohio
$1.46M -$62.9K -2,521 -4%
LBC
410
Lowe Brockenbrough & Co
Virginia
$1.46M -$47.4K -1,900 -3%
CA
411
Cornerstone Advisory
Maryland
$1.43M +$71.4K +2,862 +5%
RI
412
RPTC Inc
Wyoming
$1.42M +$1.37M +54,900 New
SEI Investments
413
SEI Investments
Pennsylvania
$1.41M -$7.16K -287 -0.5%
FUBT
414
First United Bank & Trust
Maryland
$1.41M +$88.4K +3,544 +7%
EVM
415
Eaton Vance Management
Massachusetts
$1.39M +$64.9K +2,600 +5%
CAM
416
Concorde Asset Management
Michigan
$1.39M +$755K +30,242 +129%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$1.39M +$610K +24,431 +84%
Allianz Asset Management
418
Allianz Asset Management
Germany
$1.37M +$1.32M +53,000 New
I
419
IberiaBank
Louisiana
$1.35M +$1.29M +51,870 New
CFB
420
Cullen/Frost Bankers
Texas
$1.35M -$167K -6,690 -11%
JIC
421
Johnson Investment Counsel
Ohio
$1.35M +$198K +7,917 +18%
OIM
422
Orca Investment Management
Oregon
$1.35M -$2.76M -110,496 -68%
AF
423
Arrow Financial
New York
$1.34M -$20.9K -839 -2%
ACP
424
Arcus Capital Partners
Georgia
$1.33M -$14.8K -592 -1%
ANTB
425
AMG National Trust Bank
Colorado
$1.3M -$117K -4,686 -9%

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.