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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
BFM
476
Boothbay Fund Management
New York
$1.18M +$687K +24,900 +127%
MIM
477
Marco Investment Management
Georgia
$1.18M +$60.8K +2,204 +5%
BAM
478
Belpointe Asset Management
Nevada
$1.18M +$166K +6,026 +16%
GA
479
GFS Advisors
Texas
$1.17M
GC
480
Grace Capital
Massachusetts
$1.16M +$1.2M +43,680 New
ADBIC
481
A.D. Beadell Investment Counsel
Wisconsin
$1.16M -$6.21K -225 -0.5%
HNB
482
Huntington National Bank
Ohio
$1.16M
CHJWM
483
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M -$13.8K -499 -1%
CAPTRUST Financial Advisors
484
CAPTRUST Financial Advisors
North Carolina
$1.16M -$246K -8,916 -17%
SJIM
485
St. Johns Investment Management
Florida
$1.14M +$37.1K +1,345 +3%
AWM
486
Altavista Wealth Management
North Carolina
$1.14M +$4.28K +155 +0.4%
STA
487
Summit Trail Advisors
New York
$1.13M +$200K +7,269 +21%
AB
488
AT Bancorp
Iowa
$1.13M -$62.1K -2,250 -5%
GWS
489
Glassman Wealth Services
Virginia
$1.12M +$1.16M +41,972 New
RJT
490
Raymond James Trust
Florida
$1.11M -$382K -13,867 -25%
SHA
491
Seneca House Advisors
Virginia
$1.1M +$12.6K +456 +1%
MC
492
Mathes Company
New York
$1.1M
PWM
493
Paulson Wealth Management
Illinois
$1.1M -$63.3K -2,296 -5%
PA
494
Pinnacle Associates
New York
$1.09M +$138 +5 +0%
MC
495
Moors & Cabot
Massachusetts
$1.08M +$195K +7,067 +21%
NB
496
NBT Bank
New York
$1.08M -$111K -4,033 -9%
OIA
497
Optimum Investment Advisors
Illinois
$1.07M -$30.2K -1,095 -3%
DWT
498
Dorsey & Whitney Trust
South Dakota
$1.07M +$779K +28,244 +236%
KAM
499
Kazazian Asset Management
Florida
$1.06M +$1.1M +40,000 New
GRP
500
Global Retirement Partners
California
$1.06M +$138K +4,993 +14%

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.