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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
FWM
401
Focused Wealth Management
New York
$1.91M -$895K -32,461 -31%
BII
402
Bainco International Investors
Massachusetts
$1.91M -$44.3K -1,605 -2%
BUB
403
BBVA USA Bancshares
Texas
$1.9M -$128K -4,638 -6%
AFM
404
Abbot Financial Management
Massachusetts
$1.87M
GCMG
405
Gyroscope Capital Management Group
Florida
$1.87M +$168K +6,085 +9%
RWP
406
RWA Wealth Partners
Massachusetts
$1.86M -$3.86M -140,080 -67%
MYIA
407
Mount Yale Investment Advisors
Colorado
$1.83M +$129K +4,695 +7%
PGWM
408
Parisi Gray Wealth Management
New Jersey
$1.82M +$1.36M +49,381 +260%
MCM
409
Monument Capital Management
Virginia
$1.82M -$3.06M -111,062 -62%
FPCM
410
Financial Partners Capital Management
New York
$1.8M +$14.3K +520 +0.8%
MAM
411
Marquette Asset Management
Minnesota
$1.79M
RAG
412
Roof Advisory Group
Pennsylvania
$1.79M -$496 -18 -0%
ABC
413
Associated Banc-Corp
Wisconsin
$1.77M -$14.3K -519 -0.8%
FUBT
414
First United Bank & Trust
Maryland
$1.76M -$24.4K -886 -1%
AF
415
Advisornet Financial
Minnesota
$1.73M -$578K -20,962 -24%
PCM
416
Prelude Capital Management
New York
$1.72M -$268K -9,727 -13%
MBT
417
Monroe Bank & Trust
Michigan
$1.72M +$85.9K +3,114 +5%
FAIM
418
Financial Advocates Investment Management
Washington
$1.72M +$219K +7,931 +14%
JGIA
419
Jackson Grant Investment Advisers
Connecticut
$1.69M +$5.74K +208 +0.3%
LJAC
420
L.J. Altfest & Co
New York
$1.69M -$19.4K -704 -1%
MBT
421
Montecito Bank & Trust
California
$1.69M -$232K -8,417 -12%
CAC
422
Certified Advisory Corp
Florida
$1.68M +$187K +6,771 +12%
SAS
423
Stelac Advisory Services
New York
$1.68M
HCMT
424
Highland Capital Management (Tennessee)
Tennessee
$1.68M +$16.9K +613 +1%
IIA
425
IPG Investment Advisors
California
$1.64M +$157K +5,695 +10%

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.