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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
AC
576
Abbrea Capital
California
$756K +$286K +9,946 +57%
FMTCOCP
577
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$745K +$526K +18,250 +208%
WIA
578
Wealthstreet Investment Advisors
Texas
$742K +$34.1K +1,185 +5%
Neuberger Berman Group
579
Neuberger Berman Group
New York
$740K -$28.1K -975 -4%
BKA
580
Brick & Kyle Associates
Pennsylvania
$739K +$157K +5,449 +26%
BCM
581
Boltwood Capital Management
California
$731K -$10.8K -376 -1%
EMG
582
Ellington Management Group
Connecticut
$713K +$745K +25,870 New
LNC
583
Lincoln National Corp
Pennsylvania
$709K -$479K -16,635 -39%
MSAM
584
Moloney Securities Asset Management
Missouri
$703K +$68.6K +2,383 +10%
CA
585
Continuum Advisory
Idaho
$699K +$76K +2,638 +12%
EA
586
Edge Advisors
Georgia
$693K +$23.2K +805 +3%
SGCA
587
Steel Grove Capital Advisors
Tennessee
$692K +$114K +3,963 +19%
ACM
588
Advent Capital Management
New York
$689K +$720K +25,000 New
GIM
589
Goelzer Investment Management
Indiana
$684K -$37K -1,285 -5%
CIM
590
Contravisory Investment Management
Massachusetts
$683K -$172K -5,956 -19%
AG
591
Appleton Group
Wisconsin
$682K +$21.6K +750 +3%
PFPT
592
Pinnacle Financial Partners (Tennessee)
Tennessee
$673K +$17.2K +596 +3%
CCM
593
Covington Capital Management
California
$662K
GI
594
GAMCO Investors
Connecticut
$662K
IC
595
Inverness Counsel
New York
$657K
FBB
596
Fulton Breakefield Broenniman
Maryland
$654K -$31.4K -1,089 -4%
IFS
597
Ifrah Financial Services
Arkansas
$636K -$4.64K -161 -0.7%
APP
598
Avantax Planning Partners
Iowa
$632K +$120K +4,175 +22%
MA
599
MCF Advisors
Kentucky
$621K -$28.5K -990 -4%
WSCM
600
Wellington Shields Capital Management
New York
$618K +$121K +4,208 +23%

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.