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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
SCM
551
SOL Capital Management
Maryland
$854K +$16.1K +558 +2%
FMBTD
552
First Midwest Bank Trust Division
Illinois
$849K +$268K +9,308 +43%
FNBT
553
FineMark National Bank & Trust
Florida
$842K +$22.3K +775 +3%
Koshinski Asset Management
554
Koshinski Asset Management
Illinois
$840K +$15.6K +540 +2%
SCM
555
Schnieders Capital Management
California
$833K +$82.1K +2,850 +10%
CS
556
Comerica Securities
Michigan
$827K +$44.5K +1,545 +5%
VFA
557
Valeo Financial Advisors
Indiana
$821K -$269K -9,340 -24%
RIA
558
Regal Investment Advisors
Michigan
$815K -$141K -4,899 -14%
PCP
559
Proficio Capital Partners
Massachusetts
$810K +$760K +26,400 +887%
HF
560
HRT Financial
New York
$804K +$539K +18,713 +179%
WEC
561
Winslow Evans & Crocker
Massachusetts
$802K +$369K +12,830 +79%
IWM
562
IHT Wealth Management
Illinois
$799K +$213K +7,409 +33%
HB
563
Homrich & Berg
Georgia
$793K +$303K +10,508 +58%
CAL
564
Capital Analysts LLC
Pennsylvania
$792K +$20.8K +723 +3%
FBA
565
Front Barnett Associates
Illinois
$789K -$13.8K -480 -2%
BO
566
Bach Option
Hong Kong
$786K -$934K -32,423 -53%
AFP
567
Ausdal Financial Partners
Iowa
$784K -$178K -6,175 -18%
Chevy Chase Trust
568
Chevy Chase Trust
Maryland
$781K -$123K -4,260 -13%
HL
569
HeadInvest LLC
Maine
$781K +$55.3K +1,920 +7%
DCM
570
Dimension Capital Management
Florida
$776K +$116K +4,044 +17%
BJL
571
Brighton Jones LLC
Washington
$775K +$50.7K +1,761 +7%
ATFA
572
All Terrain Financial Advisors
Minnesota
$771K +$162K +5,625 +25%
KCM
573
Kanawha Capital Management
Virginia
$768K -$432 -15 -0.1%
WPP
574
Whalerock Point Partners
Rhode Island
$767K +$61.6K +2,138 +8%
CS
575
Cannell & Spears
New York
$765K

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.