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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
WPP
551
Whalerock Point Partners
Rhode Island
$604K -$7.11K -285 -1%
SCCM
552
Schafer Cullen Capital Management
New York
$596K +$575K +23,049 New
IFS
553
Ifrah Financial Services
Arkansas
$590K +$208K +8,328 +58%
MA
554
MCF Advisors
Kentucky
$580K -$18.3K -735 -3%
BMM
555
Buffington Mohr McNeal
Idaho
$573K -$49.9K -2,000 -9%
Neuberger Berman Group
556
Neuberger Berman Group
New York
$570K +$96.8K +3,881 +21%
NGA
557
Naples Global Advisors
Florida
$562K
WEC
558
Winslow Evans & Crocker
Massachusetts
$559K -$42.2K -1,691 -7%
FHC
559
First Heartland Consultants
Missouri
$558K +$22.1K +886 +4%
SIAS
560
Shine Investment Advisory Services
Colorado
$549K -$3.97K -159 -0.7%
BOTW
561
Bank of the West
California
$542K -$36K -1,443 -6%
CGH
562
Crossmark Global Holdings
Texas
$535K +$516K +20,692 New
FHA
563
Flagship Harbor Advisors
Massachusetts
$533K -$683K -27,357 -57%
CA
564
Continuum Advisory
Idaho
$533K +$25.6K +1,025 +5%
OAM
565
Oppenheimer Asset Management
New York
$532K +$513K +20,550 New
RMAM
566
Raab & Moskowitz Asset Management
New Jersey
$529K -$324 -13 -0.1%
TNB
567
Thomasville National Bank
Georgia
$525K -$5.99K -240 -1%
SHJ
568
Sharkey, Howes & Javer
Colorado
$521K
BKA
569
Brick & Kyle Associates
Pennsylvania
$521K +$65.6K +2,630 +15%
APP
570
Avantax Planning Partners
Iowa
$519K -$11K -439 -2%
WSFS
571
Wilmington Savings Fund Society
Delaware
$517K -$71.8K -2,878 -13%
EWA
572
EP Wealth Advisors
California
$515K -$85.8K -3,440 -15%
FMBTD
573
First Midwest Bank Trust Division
Illinois
$509K -$29.3K -1,174 -6%
HTC
574
Haverford Trust Company
Pennsylvania
$505K +$12.8K +515 +3%
MSAM
575
Moloney Securities Asset Management
Missouri
$493K +$11K +439 +2%

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.