We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

599 hedge funds and large institutions have $12.7B invested in State Street Financial Select Sector SPDR ETF in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 223 increasing their positions, 222 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 222

0.2% less ownership

Funds ownership: 81.25%81.05% (-0.2%)

2% less funds holding

Funds holding: 612599 (-13)

7% less funds holding in top 10

Funds holding in top 10: 6157 (-4)

11% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 76

15% less capital invested

Capital invested by funds: $15.1B → $12.7B (-$2.31B)

24% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $1.64B

Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
15.96%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.52%
New
68
Increased
223
Reduced
222
Closed
76
Calls
$1.24B
Puts
$1.64B
Net Calls
-$397M
Net Calls Change
+$847M
Name Holding Trade Value Shares
Change
Change in
Stake
LBG
526
Lloyds Banking Group
United Kingdom
$107K
JWM
527
Jacobus Wealth Management
Wisconsin
$102K
RFC
528
Russell Frank Company
Washington
$99K -$586K -27,711 -86%
Thrivent Financial for Lutherans
529
Thrivent Financial for Lutherans
Minnesota
$99K
WEC
530
Winslow Evans & Crocker
Massachusetts
$94.3K +$127 +6 +0.1%
EWM
531
Edge Wealth Management
New York
$85K
AA
532
Apriem Advisors
California
$84K
BBPWM
533
Blue Bell Private Wealth Management
Pennsylvania
$79K
HPBT
534
High Point Bank & Trust
North Carolina
$79K +$35.4K +1,673 +82%
TFO
535
Tarbox Family Office
California
$67K
VCM
536
Vigilant Capital Management
Maine
$61K +$61.3K +2,895 New
ASN
537
Advisory Services Network
Georgia
$59K +$32.1K +1,517 +120%
RCG
538
Ruggie Capital Group
Florida
$58K
WOC
539
West Oak Capital
California
$54.6K
CIM
540
Contravisory Investment Management
Massachusetts
$53K +$1.44K +68 +3%
TNB
541
Thomasville National Bank
Georgia
$52K +$52.3K +2,474 New
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$48K
KPCM
543
Kings Point Capital Management
New York
$48K
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$47K
CFA
545
Carroll Financial Associates
North Carolina
$47K +$8.55K +404 +22%
Manulife (Manufacturers Life Insurance)
546
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.9K -$31.6M -1,495,448 -40%
Canada Life
547
Canada Life
Manitoba, Canada
$43K -$6.17M -291,474 -99%
HI
548
Hudock Inc
Pennsylvania
$42K +$24.1K +1,141 +136%
SCA
549
Strategic Capital Alternatives
United States
$41K +$41.1K +1,941 New
TRCT
550
Tower Research Capital (TRC)
New York
$40K +$28.6K +1,350 +252%

XLF Hedge Fund Activity: Q1 2015 in Review

599 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2015, worth a combined $12.7B — down 15% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of XLF and 68 opened new positions — a net loss of 8 holders — while 222 trimmed existing stakes and 223 added.

The largest buyer was UBS Group, adding an estimated $310M. The largest seller was Euclid Advisors, exiting entirely with an estimated $636M sold.

  • 599 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2015, down from 612 in Q4 2014.
  • Funds reported $12.7B of State Street Financial Select Sector SPDR ETF stock for Q1 2015, down 15% quarter-over-quarter.
  • 68 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2015 and 76 closed out, a net change of -8 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2015 was UBS Group, an estimated $310M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2015 was Euclid Advisors, an estimated $636M sold.

Based on aggregated 13F filings for Q1 2015.