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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
WSCM
601
Wellington Shields Capital Management
New York
$422K -$8.11K -325 -2%
TFF
602
The Family Firm
Maryland
$419K -$102K -4,075 -20%
CG
603
Colony Group
Massachusetts
$419K +$131K +5,237 +48%
CL
604
Choreo LLC
Illinois
$417K +$43.5K +1,744 +12%
SFG
605
StrategIQ Financial Group
Indiana
$400K -$24.6K -987 -6%
LA
606
Lynch & Associates
Indiana
$400K
MC
607
Mathes Company
New York
$397K +$31.2K +1,250 +9%
SIM
608
Sterling Investment Management
Arizona
$393K +$92.9K +3,723 +32%
MC
609
Moors & Cabot
Massachusetts
$392K +$25K +1,003 +7%
SBL
610
Sargent Bickham Lagudis
Colorado
$382K -$44.6K -1,787 -11%
FF
611
Friedenthal Financial
New Jersey
$382K +$369K +14,784 New
SFWA
612
Summit Financial Wealth Advisors
Louisiana
$373K +$20K +800 +6%
MWAC
613
Mariner Wealth Advisors (Cincinnati)
Ohio
$367K +$354K +14,176 New
SEIA
614
Signature Estate & Investment Advisors
California
$366K
GT
615
Greenleaf Trust
Michigan
$362K
SCM
616
Stellar Capital Management
Arizona
$354K -$17.5K -700 -5%
RW
617
Rand Wealth
Maryland
$351K
SBSB
618
Sullivan, Bruyette, Speros & Blaney
Virginia
$349K +$336K +13,482 New
PCM
619
Parsons Capital Management
Rhode Island
$348K -$2.5K -100 -0.7%
FAM
620
Formidable Asset Management
Ohio
$346K -$37.4K -1,500 -10%
LPT
621
Legacy Private Trust
Wisconsin
$339K +$4.87K +195 +2%
Thrivent Financial for Lutherans
622
Thrivent Financial for Lutherans
Minnesota
$337K +$325K +13,028 New
IWM
623
IHT Wealth Management
Illinois
$336K +$7.49K +300 +2%
PWW
624
Pettyjohn Wood & White
Virginia
$331K
WI
625
WrapManager Inc
California
$331K +$4.44K +178 +1%

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.