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State Street Financial Select Sector SPDR ETF

970 hedge funds and large institutions have $17.4B invested in State Street Financial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 379 increasing their positions, 362 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.74B

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

5% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 362

0.08% less ownership

Funds ownership: 58.65%58.57% (-0.08%)

0% less funds holding

Funds holding: 972970 (-2)

4% less capital invested

Capital invested by funds: $18.2B → $17.4B (-$746M)

15% less funds holding in top 10

Funds holding in top 10: 10589 (-16)

Holders
970
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
22.21%
Holding in Top 10
89
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-15.24%
% of All Funds
2.04%
New
83
Increased
379
Reduced
362
Closed
74
Calls
$4.28B
Puts
$3.74B
Net Calls
+$531M
Net Calls Change
+$1.74B
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
601
Arax Advisory Partners
Colorado
$621K +$54.7K +1,985 +9%
HH
602
Hilltop Holdings
Texas
$612K +$635K +23,034 New
VCM
603
Virtue Capital Management
Tennessee
$607K +$160K +5,798 +34%
SHJ
604
Sharkey, Howes & Javer
Colorado
$602K
FBB
605
Fulton Breakefield Broenniman
Maryland
$601K -$30.9K -1,119 -5%
MA
606
MCF Advisors
Kentucky
$601K +$2.26K +82 +0.4%
GIM
607
Goelzer Investment Management
Indiana
$598K -$63.5K -2,301 -9%
CAGAS
608
Capital Advisory Group Advisory Services
Minnesota
$596K +$13.8K +500 +2%
IFS
609
Ifrah Financial Services
Arkansas
$592K -$22.3K -808 -4%
ACS
610
Archford Capital Strategies
Illinois
$588K -$377K -13,665 -38%
CIM
611
Contravisory Investment Management
Massachusetts
$587K -$74.5K -2,701 -11%
HA
612
Harborview Advisors
Maine
$581K +$19.9K +720 +3%
NGA
613
Naples Global Advisors
Florida
$578K
CAM
614
Concorde Asset Management
Michigan
$574K -$558K -20,242 -48%
SIAS
615
Shine Investment Advisory Services
Colorado
$568K +$1.3K +47 +0.2%
MLL
616
Moody Lynn & Lieberson
Massachusetts
$567K
SWM
617
SeaCrest Wealth Management
New York
$567K +$24.1K +875 +4%
WSFS
618
Wilmington Savings Fund Society
Delaware
$563K +$34.9K +1,265 +6%
GEM
619
Global Endowment Management
North Carolina
$558K +$51.6K +1,870 +10%
SBH
620
Segall Bryant & Hamill
Illinois
$557K +$577K +20,936 New
IWC
621
Integrated Wealth Concepts
Massachusetts
$546K -$1.49M -54,177 -73%
SIM
622
Sterling Investment Management
Arizona
$544K +$46.9K +1,702 +9%
RMAM
623
Raab & Moskowitz Asset Management
New Jersey
$543K +$2.79K +101 +0.5%
CL
624
CPWM LLC
Washington
$534K +$35.9K +1,302 +7%
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$532K +$245K +8,866 +80%

XLF Hedge Fund Activity: Q2 2018 in Review

970 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2018, worth a combined $17.4B — down 4.1% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XLF positions and 74 closed out — a net gain of 9 holders — while 379 added to existing stakes and 362 trimmed.

The largest buyer was Bank of America, adding an estimated $359M. The largest seller was Clal Insurance, cutting an estimated $178M.

  • 970 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2018, down from 972 in Q1 2018.
  • Funds reported $17.4B of State Street Financial Select Sector SPDR ETF stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 83 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2018 and 74 closed out, a net change of +9 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $359M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2018 was Clal Insurance, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2018.