We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

765 hedge funds and large institutions have $14B invested in State Street Financial Select Sector SPDR ETF in 2016 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 307 increasing their positions, 159 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 48

173% more funds holding in top 10

Funds holding in top 10: 3390 (+57)

93% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 159

83% more capital invested

Capital invested by funds: $7.62B → $14B (+$6.37B)

34% more call options, than puts

Call options by funds: $4.22B | Put options by funds: $3.14B

28% more funds holding

Funds holding: 596765 (+169)

0.65% less ownership

Funds ownership: 63.52%62.87% (-0.65%)

Holders
765
Holders Change
+169
Holders Change %
+28.36%
% of All Funds
19.13%
Holding in Top 10
90
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+172.73%
% of All Funds
2.25%
New
226
Increased
307
Reduced
159
Closed
48
Calls
$4.22B
Puts
$3.14B
Net Calls
+$1.08B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EP Wealth Advisors
California
$488K +$29.4K +1,371 +7%
HF
527
HRT Financial
New York
$484K -$2.16M -100,820 -83%
GHA
528
Garcia Hamilton & Associates
Texas
$481K
KA
529
Kovack Advisors
Florida
$481K +$209K +9,734 +89%
MWP
530
MYCIO Wealth Partners
Pennsylvania
$479K +$14.1K +657 +3%
SIA
531
Spruce Investment Advisors
Connecticut
$477K -$64.5K -3,007 -13%
EWA
532
Exencial Wealth Advisors
Oklahoma
$477K +$85.9K +4,006 +24%
IP
533
Intellectus Partners
California
$477K +$440K +20,500 New
DCM
534
Donaldson Capital Management
Indiana
$475K +$216K +10,064 +97%
I
535
IberiaBank
Louisiana
$470K +$433K +20,201 New
HSA
536
HBK Sorce Advisory
Pennsylvania
$469K +$433K +20,192 New
AWM
537
AE Wealth Management
Kansas
$467K +$431K +20,092 New
WI
538
WrapManager Inc
California
$452K +$202K +9,428 +94%
RMAM
539
Raab & Moskowitz Asset Management
New Jersey
$447K -$1.27K -59 -0.3%
CWP
540
Capital Wealth Planning
Florida
$442K -$116K -5,400 -22%
CIM
541
Cambria Investment Management
California
$439K
AP
542
Advisor Partners
California
$437K
MA
543
MCF Advisors
Kentucky
$435K -$4.27M -198,861 -91%
WT
544
Whittier Trust
California
$429K -$56.9K -2,653 -13%
NCM
545
New Capital Management
Texas
$427K +$394K +18,366 New
HL
546
HeadInvest LLC
Maine
$420K -$77.9K -3,632 -17%
FHA
547
First Horizon Advisors
Tennessee
$415K
ZDA
548
Zweig-DiMenna Associates
New York
$414K +$382K +17,816 New
Cetera Investment Advisers
549
Cetera Investment Advisers
Illinois
$409K +$129K +6,003 +52%
1IA
550
1834 Investment Advisors
Wisconsin
$406K +$44.4K +2,069 +13%

XLF Hedge Fund Activity: Q4 2016 in Review

765 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q4 2016, worth a combined $14B — up 83% from $7.62B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new XLF positions and 48 closed out — a net gain of 178 holders — while 307 added to existing stakes and 159 trimmed.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $581M. The largest seller was Nomura Holdings, cutting an estimated $115M.

  • 765 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q4 2016, up from 596 in Q3 2016.
  • Funds reported $14B of State Street Financial Select Sector SPDR ETF stock for Q4 2016, up 83% quarter-over-quarter.
  • 226 funds opened new State Street Financial Select Sector SPDR ETF positions in Q4 2016 and 48 closed out, a net change of +178 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q4 2016 was Slate Path Capital, an estimated $581M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q4 2016 was Nomura Holdings, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2016.