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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 %
BCA
626
Berman Capital Advisors
Georgia
$568K +$568K +20,339 New
PP
627
PDT Partners
New York
$564K -$2.57M -91,900 -82%
MAM
628
Meeder Asset Management
Ohio
$560K +$72.8K +2,608 +15%
SWM
629
SeaCrest Wealth Management
New York
$558K +$558K +19,976 New
RMAM
630
Raab & Moskowitz Asset Management
New Jersey
$555K – – –
SHJ
631
Sharkey, Howes & Javer
Colorado
$554K – – –
USGIU
632
U.S. Global Investors (USGI)
Texas
$550K +$78.2K +2,800 +17%
BOTW
633
Bank of the West
California
$547K -$37.3K -1,336 -6%
AP
634
Advisor Partners
California
$536K +$11.5K +389 +2%
SIM
635
Sterling Investment Management
Arizona
$535K +$110K +3,954 +26%
GEM
636
Global Endowment Management
North Carolina
$534K +$199K +7,130 +59%
PG
637
Patten Group
Tennessee
$533K +$6.43K +230 +1%
OAM
638
Oppenheimer Asset Management
New York
$532K – – –
APP
639
Avantax Planning Partners
Iowa
$524K -$36.2K -1,298 -6%
MWAC
640
Mariner Wealth Advisors (Cincinnati)
Ohio
$524K +$128K +4,588 +32%
DIP
641
DT Investment Partners
Pennsylvania
$517K – – –
MA
642
Mutual Advisors
Nebraska
$515K +$515K +18,467 New
NCM
643
New Capital Management
Texas
$513K – – –
AA
644
Apriem Advisors
California
$513K +$40.1K +1,436 +8%
FHA
645
First Horizon Advisors
Tennessee
$511K -$14K -500 -3%
HB
646
Homrich & Berg
Georgia
$510K +$510K +18,269 New
STA
647
Summit Trail Advisors
New York
$509K +$509K +16,949 New
WSCM
648
Wellington Shields Capital Management
New York
$508K +$53K +1,900 +12%
FSA
649
Financial Sense Advisors
California
$507K -$7.77K -278 -2%
MC
650
Moors & Cabot
Massachusetts
$507K +$84.5K +3,032 +20%
24 25
26
27 28