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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
WS
526
Wedbush Securities
California
$975K +$134K +4,638 +15%
GRP
527
Global Retirement Partners
California
$957K +$258K +8,955 +35%
AIM
528
Advantage Investment Management
Iowa
$953K +$31K +1,076 +3%
WCM
529
Weatherstone Capital Management
Colorado
$951K +$135K +4,688 +16%
PA
530
Parallel Advisors
California
$944K +$241K +8,366 +32%
HWA
531
HCR Wealth Advisors
California
$941K +$101K +3,509 +11%
EWM
532
Evercore Wealth Management
New York
$933K +$76.3K +2,648 +8%
CA
533
Corrado Advisors
New Jersey
$932K +$139K +4,824 +17%
MC
534
Moors & Cabot
Massachusetts
$929K +$447K +15,522 +85%
BCFS
535
Butensky & Cohen Financial Security
Florida
$922K +$74.6K +2,590 +8%
CL
536
Choreo LLC
Illinois
$915K +$434K +15,085 +83%
CAL
537
Capital Advisors Ltd
Ohio
$909K +$87.1K +3,024 +10%
WT
538
Whittier Trust
California
$907K -$329K -11,431 -26%
BCP
539
Blackhawk Capital Partners
Wisconsin
$896K +$936K +32,507 New
HCC
540
Hirtle Callaghan & Co
Pennsylvania
$894K
CWM
541
CIBC World Markets
New York
$894K +$934K +32,420 New
CCM
542
Chilton Capital Management
Texas
$892K -$141K -4,903 -13%
CCMD
543
Cypress Capital Management (Delaware)
Delaware
$890K -$5.18K -180 -0.6%
JFM
544
Jackson Financial Management
California
$879K -$18K -625 -2%
WCM
545
Windsor Capital Management
Arizona
$873K -$38K -1,318 -4%
MA
546
Mutual Advisors
Nebraska
$869K +$376K +13,048 +71%
GLA
547
Good Life Advisors
Pennsylvania
$863K +$280K +9,710 +44%
WB
548
Webster Bank
Connecticut
$862K +$744K +25,852 +478%
BRF
549
B. Riley Financial
California
$860K +$120K +4,166 +15%
PP
550
Patten & Patten
Tennessee
$859K

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.