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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
EGA
501
E&G Advisors
Texas
$1.05M +$13.8K +500 +1%
DY
502
Dowling & Yahnke
California
$1.05M -$9.93K -360 -0.9%
KA
503
Kovack Advisors
Florida
$1.04M -$280K -10,141 -21%
OC
504
Oakworth Capital
Alabama
$1.02M +$1.05M +38,138 +15,957%
SSWM
505
Smith Salley Wealth Management
North Carolina
$1.01M -$221K -8,001 -17%
WCM
506
Weatherstone Capital Management
Colorado
$1.01M +$99.9K +3,621 +10%
DC
507
Davenport & Co
Virginia
$1.01M -$18.4K -666 -2%
NFG
508
Next Financial Group
Texas
$1M -$698K -25,296 -40%
EWA
509
Exencial Wealth Advisors
Oklahoma
$1M -$2.32K -84 -0.2%
MLM
510
Mount Lucas Management
Pennsylvania
$1M -$389K -14,122 -27%
PA
511
Parallel Advisors
California
$995K +$88K +3,189 +9%
AFP
512
Ausdal Financial Partners
Iowa
$989K +$242K +8,762 +31%
CGH
513
Crossmark Global Holdings
Texas
$986K -$146K -5,300 -13%
HPC
514
Hobart Private Capital
North Carolina
$975K -$282K -10,242 -22%
WI
515
Wintrust Investments
Illinois
$974K -$107K -3,886 -10%
ZIG
516
Zurich Insurance Group
Switzerland
$961K -$2.36M -85,539 -70%
AAM
517
Aureus Asset Management
Massachusetts
$955K +$138 +5 +0%
BKA
518
Brick & Kyle Associates
Pennsylvania
$954K +$251K +9,085 +34%
I
519
IberiaBank
Louisiana
$948K +$406K +14,732 +70%
BCFS
520
Butensky & Cohen Financial Security
Florida
$947K +$59.2K +2,146 +6%
CASB
521
Cape Ann Savings Bank
Massachusetts
$947K +$949K +34,419 New
GLA
522
Good Life Advisors
Pennsylvania
$942K +$92.3K +3,347 +10%
Point72 Asset Management
523
Point72 Asset Management
Connecticut
$931K -$2.21M -79,993 -70%
AC
524
AFAM Capital
Texas
$914K -$12.4M -451,274 -93%
EWM
525
Evercore Wealth Management
New York
$906K +$6.4K +232 +0.7%

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.