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State Street Financial Select Sector SPDR ETF

815 hedge funds and large institutions have $16.7B invested in State Street Financial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 287

16% more capital invested

Capital invested by funds: $14.4B → $16.7B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

1.93% more ownership

Funds ownership: 60.73%62.66% (+1.9%)

2% more funds holding

Funds holding: 800815 (+15)

12% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $4.26B

Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Advisors Ltd
Ohio
$709K +$146K +5,841 +27%
HL
527
HeadInvest LLC
Maine
$703K +$25K +1,000 +4%
NFP
528
Narus Financial Partners
Utah
$694K +$359K +14,396 +116%
PCMM
529
Private Capital Management (Minnesota)
Minnesota
$693K -$110K -4,400 -14%
GIM
530
Goelzer Investment Management
Indiana
$689K +$5.34K +214 +0.8%
Chevy Chase Trust
531
Chevy Chase Trust
Maryland
$685K -$12.5K -500 -2%
MTIM
532
Marathon Trading Investment Management
Pennsylvania
$683K -$103K -4,115 -13%
SCM
533
Schnieders Capital Management
California
$683K -$26K -1,044 -4%
BCM
534
Boltwood Capital Management
California
$673K +$30.6K +1,225 +5%
GRP
535
Global Retirement Partners
California
$670K -$8.23K -330 -1%
SBIA
536
Sheaff Brock Investment Advisors
Indiana
$664K +$259K +10,385 +68%
GLRA
537
Gerald L. Ray & Associates
Texas
$661K
EA
538
Edge Advisors
Georgia
$653K
VC
539
Vicus Capital
Pennsylvania
$652K -$37.6K -1,507 -6%
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$646K -$7.38K -296 -1%
P
541
PhaseCapital
New York
$641K -$399K -16,000 -39%
RC
542
RegentAtlantic Capital
New Jersey
$634K +$3.49K +140 +0.6%
BJL
543
Brighton Jones LLC
Washington
$630K +$168K +6,749 +38%
AG
544
Appleton Group
Wisconsin
$629K +$30.7K +1,232 +5%
FBA
545
Front Barnett Associates
Illinois
$628K -$13.5K -540 -2%
MWP
546
MYCIO Wealth Partners
Pennsylvania
$625K -$46.4K -1,860 -7%
DAS
547
Dynamic Advisor Solutions
Arizona
$624K -$115K -4,613 -16%
GI
548
GAMCO Investors
Connecticut
$621K
CCM
549
Covington Capital Management
California
$621K +$599K +24,000 New
DCM
550
Dimension Capital Management
Florida
$618K -$21.7K -869 -4%

XLF Hedge Fund Activity: Q3 2017 in Review

815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2017, worth a combined $16.7B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XLF positions and 60 closed out — a net gain of 24 holders — while 339 added to existing stakes and 287 trimmed.

The largest buyer was Bank of America, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 815 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2017, up from 800 in Q2 2017.
  • Funds reported $16.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2017 and 60 closed out, a net change of +24 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.01B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2017 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2017.