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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
SI
401
Stephens Inc
Arkansas
$1.88M +$734K +25,492 +60%
HTC
402
Haverford Trust Company
Pennsylvania
$1.88M +$1.5M +52,071 +322%
OMC
403
Overbrook Management Corp
New York
$1.87M +$137K +4,745 +8%
DBRC
404
D.B. Root & Company
Pennsylvania
$1.86M +$505K +17,534 +35%
MAM
405
Marquette Asset Management
Minnesota
$1.85M
RAG
406
Roof Advisory Group
Pennsylvania
$1.85M +$46.2K +1,605 +2%
JIC
407
Johnson Investment Counsel
Ohio
$1.85M +$251K +8,716 +15%
ABC
408
Associated Banc-Corp
Wisconsin
$1.85M +$44.2K +1,536 +2%
FPCM
409
Financial Partners Capital Management
New York
$1.85M -$15.2M -527,301 -89%
FUBT
410
First United Bank & Trust
Maryland
$1.85M +$347K +12,048 +22%
WIC
411
Woodmont Investment Counsel
Tennessee
$1.82M -$233K -8,075 -11%
SWM
412
Strategic Wealth Management
Washington
$1.82M
SF
413
Synovus Financial
Georgia
$1.8M +$123K +4,286 +7%
GCMG
414
Gyroscope Capital Management Group
Florida
$1.77M -$88.8K -3,084 -5%
LJAC
415
L.J. Altfest & Co
New York
$1.77M -$632K -21,935 -25%
MYIA
416
Mount Yale Investment Advisors
Colorado
$1.76M +$1.84M +63,986 New
MWP
417
MYCIO Wealth Partners
Pennsylvania
$1.76M +$890K +30,888 +93%
JGIA
418
Jackson Grant Investment Advisers
Connecticut
$1.75M +$4.98K +173 +0.3%
SAS
419
Stelac Advisory Services
New York
$1.74M +$208K +7,219 +13%
NFG
420
Next Financial Group
Texas
$1.74M +$1.2M +41,840 +197%
HCMT
421
Highland Capital Management (Tennessee)
Tennessee
$1.72M +$121K +4,206 +7%
EDRH
422
Edmond de Rothschild Holding
Switzerland
$1.7M +$86.4K +3,000 +5%
MBT
423
Monroe Bank & Trust
Michigan
$1.7M -$221K -7,691 -11%
RFO
424
RiverGlades Family Offices
Florida
$1.69M +$37.7K +1,310 +2%
RMCM
425
Reynders McVeigh Capital Management
Massachusetts
$1.67M -$11.8K -410 -0.7%

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.