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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
LA
501
LexAurum Advisors
Kansas
$1.14M +$1.19M +41,221 New
SHA
502
Seneca House Advisors
Virginia
$1.13M +$275K +9,543 +30%
PA
503
Pinnacle Associates
New York
$1.13M -$14.7K -512 -1%
OIM
504
Orca Investment Management
Oregon
$1.13M -$324K -11,251 -22%
WI
505
Wintrust Investments
Illinois
$1.12M +$64.2K +2,230 +6%
HSA
506
HBK Sorce Advisory
Pennsylvania
$1.11M +$286K +9,933 +33%
SSWM
507
Sheets Smith Wealth Management
North Carolina
$1.11M -$15.8K -548 -1%
USGIU
508
U.S. Global Investors (USGI)
Texas
$1.11M +$587K +20,400 +104%
CA
509
Calton & Associates
Florida
$1.1M +$196K +6,800 +20%
DY
510
Dowling & Yahnke
California
$1.1M -$111K -3,867 -9%
EGA
511
E&G Advisors
Texas
$1.08M
NSIM
512
North Star Investment Management
Illinois
$1.08M +$241K +8,356 +27%
DC
513
Davenport & Co
Virginia
$1.07M -$115K -3,997 -9%
IUHSA
514
Itau Unibanco Holding S.A.
Brazil
$1.07M +$1.11M +38,700 New
BAM
515
Belpointe Asset Management
Nevada
$1.06M -$83.2K -2,889 -7%
EWA
516
Exencial Wealth Advisors
Oklahoma
$1.04M +$83.5K +2,899 +8%
EFS
517
Essex Financial Services
Connecticut
$1.02M +$462K +16,059 +76%
LCM
518
Lucas Capital Management
New Jersey
$1.01M +$91.3K +3,170 +9%
ACS
519
Archford Capital Strategies
Illinois
$998K +$16.6K +577 +2%
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$997K -$165K -5,739 -14%
AAM
521
Aureus Asset Management
Massachusetts
$990K +$1.03M +35,916 New
TG
522
TLP Group
Illinois
$983K -$596K -20,679 -37%
SSB
523
Sandy Spring Bank
Maryland
$983K +$162K +5,612 +19%
HFA
524
High Falls Advisors
New York
$979K +$66.9K +2,323 +7%
PMG
525
ProVise Management Group
Florida
$978K -$228K -7,916 -18%

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.