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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
PGFC
526
Peapack-Gladstone Financial Corp
New Jersey
$905K -$58.6K -2,125 -6%
HFM
527
Harvest Fund Management
China
$904K +$938K +34,000 New
DBRC
528
D.B. Root & Company
Pennsylvania
$902K -$926K -33,561 -50%
SSB
529
Sandy Spring Bank
Maryland
$899K -$51K -1,850 -5%
MA
530
Mutual Advisors
Nebraska
$896K +$60.4K +2,189 +7%
HWA
531
HCR Wealth Advisors
California
$893K -$17.8K -645 -2%
CAL
532
Capital Advisors Ltd
Ohio
$883K +$6.92K +251 +0.8%
AIM
533
Advantage Investment Management
Iowa
$882K -$39.1K -1,416 -4%
WCM
534
Windsor Capital Management
Arizona
$881K +$40.3K +1,461 +5%
TG
535
TLP Group
Illinois
$877K -$73.7K -2,671 -7%
CCM
536
Chilton Capital Management
Texas
$877K +$16.9K +613 +2%
CS
537
Comerica Securities
Michigan
$876K +$81.5K +2,954 +10%
CA
538
Corrado Advisors
New Jersey
$871K -$29K -1,052 -3%
WT
539
Whittier Trust
California
$866K -$9.65K -350 -1%
HCC
540
Hirtle Callaghan & Co
Pennsylvania
$863K
MWM
541
Merriman Wealth Management
Washington
$863K +$895K +32,441 New
CCMD
542
Cypress Capital Management (Delaware)
Delaware
$861K +$2.87K +104 +0.3%
BJL
543
Brighton Jones LLC
Washington
$850K +$107K +3,878 +14%
VDI
544
Vaughan David Investments
Illinois
$843K +$438K +15,880 +100%
WEC
545
Winslow Evans & Crocker
Massachusetts
$834K +$62.2K +2,256 +8%
EA
546
Edge Advisors
Georgia
$831K +$169K +6,134 +24%
PP
547
Patten & Patten
Tennessee
$828K
SCM
548
SOL Capital Management
Maryland
$824K
Koshinski Asset Management
549
Koshinski Asset Management
Illinois
$819K +$8.85K +321 +1%
WAM
550
Wolverine Asset Management
Illinois
$818K +$648K +23,500 +323%

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.