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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
PP
551
Paloma Partners
Connecticut
$807K -$14.9M -541,815 -95%
FNBT
552
FineMark National Bank & Trust
Florida
$803K -$9.1K -330 -1%
BCA
553
Bay Colony Advisors
Massachusetts
$793K +$823K +29,830 New
SFG
554
StrategIQ Financial Group
Indiana
$791K +$330K +11,983 +68%
PCP
555
Proficio Capital Partners
Massachusetts
$781K
WB
556
Webster Bank
Connecticut
$778K -$55.2K -2,000 -6%
CAL
557
Capital Analysts LLC
Pennsylvania
$778K +$14.7K +532 +2%
RIA
558
Regal Investment Advisors
Michigan
$774K -$12.9K -469 -2%
HB
559
Homrich & Berg
Georgia
$773K +$8.11K +294 +1%
FBA
560
Front Barnett Associates
Illinois
$764K +$3.31K +120 +0.4%
AIM
561
Assured Investment Management
New York
$758K +$786K +28,499 New
HL
562
HeadInvest LLC
Maine
$754K
SS
563
Simplicity Solutions
Minnesota
$751K -$1.41M -50,999 -64%
BCM
564
Boltwood Capital Management
California
$748K +$44.8K +1,625 +6%
SCM
565
Schnieders Capital Management
California
$746K -$59.3K -2,151 -7%
KCM
566
Kanawha Capital Management
Virginia
$740K -$414 -15 -0.1%
CS
567
Cannell & Spears
New York
$738K
SFM
568
Signet Financial Management
New Jersey
$738K +$350K +12,708 +84%
LNC
569
Lincoln National Corp
Pennsylvania
$732K +$50.1K +1,815 +7%
JFM
570
Jackson Financial Management
California
$731K -$121K -4,380 -14%
Chevy Chase Trust
571
Chevy Chase Trust
Maryland
$725K -$28.7K -1,039 -4%
FMTCOCP
572
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$720K +$2.07K +75 +0.3%
TPWA
573
TRUE Private Wealth Advisors
Oregon
$720K +$747K +27,082 New
WIA
574
Wealthstreet Investment Advisors
Texas
$716K
MSAM
575
Moloney Securities Asset Management
Missouri
$712K +$34.5K +1,250 +5%

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.