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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
CT
426
Coastline Trust
Rhode Island
$1.3M +$44.4K +1,780 +4%
IC
427
Inverness Counsel
New York
$1.3M
BF
428
BOK Financial
Oklahoma
$1.29M -$83K -3,327 -6%
WBG
429
Wharton Business Group
Pennsylvania
$1.29M +$90K +3,607 +8%
MMG
430
Monetary Management Group
Missouri
$1.28M +$25K +1,000 +2%
RJT
431
Raymond James Trust
Florida
$1.28M -$749 -30 -0.1%
DLCIG
432
D.L. Carlson Investment Group
New Hampshire
$1.27M -$435K -17,445 -26%
IH
433
IFC Holdings
Florida
$1.27M -$12.1K -485 -1%
SG
434
StoneX Group
New York
$1.26M +$262K +10,492 +27%
BEC
435
Blue Edge Capital
Virginia
$1.26M +$8.43K +338 +0.7%
HNB
436
Huntington National Bank
Ohio
$1.24M
SAM
437
Sawgrass Asset Management
Florida
$1.24M -$13.1K -525 -1%
OMC
438
Overbrook Management Corp
New York
$1.23M -$151K -6,050 -11%
EWM
439
Endurance Wealth Management
Rhode Island
$1.23M +$4.99K +200 +0.4%
HIM
440
Hanlon Investment Management
New Jersey
$1.23M -$30.8M -1,233,445 -96%
NB
441
NBT Bank
New York
$1.23M +$8.63K +346 +0.7%
SF
442
Synovus Financial
Georgia
$1.23M -$231K -9,254 -16%
MA
443
MUFG Americas
New York
$1.22M +$51.1K +2,049 +5%
SJIM
444
St. Johns Investment Management
Florida
$1.21M +$27.3K +1,094 +2%
B
445
Bellecapital
Switzerland
$1.2M +$1.16M +46,515 New
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$276K -11,077 -19%
BSG
447
Black Swift Group
Colorado
$1.19M -$212K -8,500 -16%
KJHP
448
K.J. Harrison & Partners
Ontario, Canada
$1.19M
Janus Henderson Group
449
Janus Henderson Group
United Kingdom
$1.19M +$864K +34,615 +301%
PMG
450
ProVise Management Group
Florida
$1.19M -$392K -15,705 -25%

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.