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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
DY
451
Dowling & Yahnke
California
$1.17M +$6.54K +262 +0.6%
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$1.16M +$31.6K +1,267 +3%
GA
453
GFS Advisors
Texas
$1.15M +$138K +5,525 +14%
ADBIC
454
A.D. Beadell Investment Counsel
Wisconsin
$1.15M +$1.11M +44,510 New
Simplex Trading
455
Simplex Trading
Illinois
$1.15M +$1.11M +44,337 New
PFT
456
Providence First Trust
Arizona
$1.15M +$100 +4 +0%
DC
457
Davenport & Co
Virginia
$1.14M +$200K +8,020 +22%
CHJWM
458
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.14M +$25 +1 +0%
FTUS
459
Flow Traders U.S.
New York
$1.13M +$146K +5,854 +15%
SI
460
Stephens Inc
Arkansas
$1.13M -$110K -4,414 -9%
FFSOTS
461
Fiduciary Financial Services of The Southwest
Texas
$1.12M +$42.2K +1,690 +4%
CCM
462
Chilton Capital Management
Texas
$1.11M +$150 +6 +0%
PA
463
Pinnacle Associates
New York
$1.1M -$47K -1,885 -4%
BTIS
464
BB&T Investment Services
North Carolina
$1.1M +$750K +30,049 +240%
EGA
465
E&G Advisors
Texas
$1.09M +$3.74K +150 +0.4%
CCM
466
Condor Capital Management
New Jersey
$1.08M -$123K -4,940 -11%
AB
467
AT Bancorp
Iowa
$1.08M +$53.6K +2,150 +5%
AWM
468
Altavista Wealth Management
North Carolina
$1.05M +$89.3K +3,581 +10%
BWL
469
Bogart Wealth LLC
Virginia
$1.05M +$370K +14,811 +59%
OIA
470
Optimum Investment Advisors
Illinois
$1.04M -$48.6K -1,946 -5%
BWM
471
BigSur Wealth Management
Florida
$1.03M +$998K +40,000 New
KA
472
Kovack Advisors
Florida
$1.03M +$109K +4,375 +12%
SSWM
473
Sheets Smith Wealth Management
North Carolina
$1.02M +$988K +39,582 New
GEA
474
Glen Eagle Advisors
New Jersey
$1.01M -$416K -16,682 -30%
ACS
475
Archford Capital Strategies
Illinois
$1.01M +$30.8K +1,234 +3%

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.