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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

959 hedge funds and large institutions have $20.1B invested in Financial Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 383 increasing their positions, 271 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+145
Holders Change %
+17.81%
% of All Funds
21.78%
Holding in Top 10
111
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+27.59%
% of All Funds
2.52%
New
196
Increased
383
Reduced
271
Closed
41
Calls
$2.86B
Puts
$5.14B
Net Calls
-$2.28B
Net Calls Change
-$1.77B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$526M
2
AL
Appaloosa LP
New Jersey
+$279M
3
Goldman Sachs
Goldman Sachs
New York
+$153M
4
State Street
State Street
Massachusetts
+$129M
5
RBA
Richard Bernstein Advisors
New York
+$112M

Top Sellers

1
QIM
Quantitative Investment Management
Virginia
-$242M
2
CIA
Capital Investment Advisors
Georgia
-$213M
3
Barclays
Barclays
United Kingdom
-$117M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
5
UBS Group
UBS Group
Switzerland
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
576
Cannell & Spears
New York
$775K – – –
SCM
577
Schnieders Capital Management
California
$764K +$26.5K +950 +4%
TWM
578
Titus Wealth Management
California
$764K +$764K +18,652 New
BRF
579
B. Riley Financial
California
$754K -$33.4K -1,196 -4%
BCM
580
Boltwood Capital Management
California
$750K +$23.7K +850 +3%
HL
581
HeadInvest LLC
Maine
$737K – – –
BJL
582
Brighton Jones LLC
Washington
$735K +$55.3K +1,983 +8%
AAC
583
Acorn Advisory Capital
New York
$731K +$731K +26,200 New
GIM
584
Goelzer Investment Management
Indiana
$728K -$15.4K -552 -2%
PA
585
Parallel Advisors
California
$722K +$221K +7,936 +44%
GRP
586
Global Retirement Partners
California
$719K -$4.47K -160 -0.6%
WIA
587
Wealthstreet Investment Advisors
Texas
$718K +$718K +25,724 New
WPP
588
Whalerock Point Partners
Rhode Island
$717K +$65.5K +2,347 +10%
FM
589
Forward Management
California
$706K -$3.53M -126,566 -83%
FBB
590
Fulton Breakefield Broenniman
Maryland
$693K -$131K -4,694 -16%
S
591
SignatureFD
Georgia
$684K +$366K +13,121 +115%
EA
592
Edge Advisors
Georgia
$679K -$25.8K -925 -4%
DCM
593
Dimension Capital Management
Florida
$672K +$5.55K +199 +0.8%
GI
594
GAMCO Investors
Connecticut
$670K – – –
CCM
595
Covington Capital Management
California
$670K – – –
AG
596
Appleton Group
Wisconsin
$669K -$9.04K -324 -1%
AWA
597
ARS Wealth Advisors
Florida
$667K -$210K -7,536 -24%
FHA
598
Flagship Harbor Advisors
Massachusetts
$664K +$86K +3,014 +15%
PFP
599
Pinnacle Financial Partners
Tennessee
$664K +$197K +7,057 +42%
MA
600
MCF Advisors
Kentucky
$656K +$30.1K +1,080 +5%
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24
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