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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
PG
576
Patten Group
Tennessee
$487K +$9.13K +366 +2%
FHA
577
First Horizon Advisors
Tennessee
$486K -$5.74K -230 -1%
DIP
578
DT Investment Partners
Pennsylvania
$479K +$463K +18,538 New
KFC
579
Klingenstein Fields & Co
New York
$477K +$13K +520 +3%
FSA
580
Financial Sense Advisors
California
$476K -$37.3K -1,493 -7%
NCM
581
New Capital Management
Texas
$475K
PA
582
Parallel Advisors
California
$468K -$117K -4,673 -21%
MCM
583
MAI Capital Management
Ohio
$468K +$24.9K +997 +6%
ABFS
584
Appropriate Balance Financial Services
Washington
$468K +$21.5K +863 +8%
Truist Financial
585
Truist Financial
North Carolina
$464K -$94.1K -3,770 -17%
EFS
586
Essex Financial Services
Connecticut
$459K -$314K -12,583 -42%
AP
587
Advisor Partners
California
$459K -$37.2K -1,489 -8%
VFA
588
Valeo Financial Advisors
Indiana
$457K +$441K +17,658 New
GLA
589
Good Life Advisors
Pennsylvania
$455K +$82.1K +3,291 +24%
MAM
590
Meeder Asset Management
Ohio
$452K +$101K +4,029 +30%
DG
591
Davidson & Garrard
Virginia
$450K -$27.4K -1,100 -6%
AC
592
Abbrea Capital
California
$450K +$4.99K +200 +1%
HPC
593
HM Payson & Co
Maine
$447K
LNC
594
Lincoln National Corp
Pennsylvania
$446K +$53.2K +2,134 +14%
AA
595
Apriem Advisors
California
$438K -$4.54K -182 -1%
DI
596
Diligent Investors
California
$437K -$26.8K -1,075 -6%
USGIU
597
U.S. Global Investors (USGI)
Texas
$437K +$142K +5,700 +51%
CWM
598
Catamount Wealth Management
Connecticut
$435K -$29.4K -1,180 -7%
PFPT
599
Pinnacle Financial Partners (Tennessee)
Tennessee
$433K -$181K -7,259 -30%
DIA
600
Denver Investment Advisors
Colorado
$422K -$9.96K -399 -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.