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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
RIA
601
RPG Investment Advisory
California
$610K +$373K +12,950 +141%
CAGAS
602
Capital Advisory Group Advisory Services
Minnesota
$606K +$631K +21,900 New
NGA
603
Naples Global Advisors
Florida
$600K
RC
604
RegentAtlantic Capital
New Jersey
$594K
MOS
605
MGO One Seven
Ohio
$591K -$3.6K -125 -0.6%
WI
606
WrapManager Inc
California
$589K +$320K +11,115 +109%
AAP
607
Arax Advisory Partners
Colorado
$589K +$477K +16,551 +342%
SIAS
608
Shine Investment Advisory Services
Colorado
$588K +$1.12K +39 +0.2%
MLL
609
Moody Lynn & Lieberson
Massachusetts
$587K -$1.41K -49 -0.2%
Truist Financial
610
Truist Financial
North Carolina
$584K +$10.3K +358 +2%
HA
611
Harborview Advisors
Maine
$583K +$129K +4,466 +27%
RG
612
Rikoon Group
New Mexico
$579K +$619K +21,481 New
I
613
IberiaBank
Louisiana
$577K -$773K -26,834 -56%
SHJ
614
Sharkey, Howes & Javer
Colorado
$566K
NL
615
NVWM LLC
Pennsylvania
$565K +$196K +6,795 +48%
SWM
616
SeaCrest Wealth Management
New York
$564K +$14.1K +488 +2%
RMAM
617
Raab & Moskowitz Asset Management
New Jersey
$560K +$12.1K +421 +2%
FF
618
Friedenthal Financial
New Jersey
$557K -$3.67M -127,292 -86%
ECM
619
Exchange Capital Management
Michigan
$552K -$2.11M -73,314 -79%
WSFS
620
Wilmington Savings Fund Society
Delaware
$549K -$14.3K -495 -2%
MCM
621
MAI Capital Management
Ohio
$548K -$61.2K -2,126 -10%
SBL
622
Sargent Bickham Lagudis
Colorado
$548K -$22.2K -772 -4%
BAS
623
Brown Advisory Securities
Maryland
$547K +$224K +7,780 +65%
BFM
624
Boothbay Fund Management
New York
$541K +$268K +9,306 +90%
SBSB
625
Sullivan, Bruyette, Speros & Blaney
Virginia
$537K +$171K +5,937 +44%

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.