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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
VFA
426
Voya Financial Advisors
Connecticut
$1.64M -$1.07M -37,271 -38%
CM
427
Capula Management
Cayman Islands
$1.63M +$1.69M +58,734 +23,033%
MTIM
428
Marathon Trading Investment Management
Pennsylvania
$1.6M +$571K +19,816 +52%
CA
429
Cornerstone Advisory
Maryland
$1.6M -$787K -27,335 -32%
DGHMC
430
Dalton, Greiner, Hartman, Maher & Co
New York
$1.59M -$1.01K -35 -0.1%
FAIM
431
Financial Advocates Investment Management
Washington
$1.56M +$300K +10,409 +23%
CAC
432
Certified Advisory Corp
Florida
$1.55M +$733K +25,442 +82%
EWA
433
EP Wealth Advisors
California
$1.55M +$756K +26,254 +87%
IIA
434
IPG Investment Advisors
California
$1.55M +$1.01M +34,933 +165%
SEI Investments
435
SEI Investments
Pennsylvania
$1.54M +$71.2K +2,472 +5%
LBC
436
Lowe Brockenbrough & Co
Virginia
$1.54M -$15.8K -550 -1%
SAM
437
Sequent Asset Management
Texas
$1.54M +$7.2K +250 +0.4%
RJT
438
Raymond James Trust
Florida
$1.53M +$204K +7,087 +15%
BCP
439
Berkeley Capital Partners
Georgia
$1.52M +$580K +20,153 +57%
UR
440
USCA RIA
Texas
$1.5M -$18.5K -642 -1%
BWL
441
Bogart Wealth LLC
Virginia
$1.47M +$119K +4,148 +9%
LCM
442
Lee Capital Management
New York
$1.46M
CWM
443
Chesapeake Wealth Management
Virginia
$1.46M +$1.52M +52,812 New
SFG
444
SNS Financial Group
Minnesota
$1.44M -$105K -3,631 -6%
IP
445
Intellectus Partners
California
$1.44M +$400K +13,879 +36%
MLM
446
Mount Lucas Management
Pennsylvania
$1.43M -$159K -5,524 -10%
CFB
447
Cullen/Frost Bankers
Texas
$1.43M -$5.76K -200 -0.4%
WBG
448
Wharton Business Group
Pennsylvania
$1.41M +$71K +2,466 +5%
CAPTRUST Financial Advisors
449
CAPTRUST Financial Advisors
North Carolina
$1.41M -$160K -5,565 -10%
FTI
450
Fiduciary Trust International
Massachusetts
$1.41M +$1.47M +51,085 New

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.