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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
CC
651
Courier Capital
New York
$276K -$37.4K -1,500 -12%
VWM
652
Valley Wealth Managers
New Jersey
$276K -$35K -1,403 -12%
BWP
653
Baldwin Wealth Partners
Massachusetts
$272K -$465K -18,640 -64%
ED
654
Exane Derivatives
France
$270K -$254K -10,193 -49%
BSA
655
Braun Stacey Associates
New York
$270K +$1.25K +50 +0.5%
TD Asset Management
656
TD Asset Management
Ontario, Canada
$269K -$2.52K -101 -1%
CPA
657
Clear Perspective Advisors
Illinois
$267K -$16.9K -678 -6%
IAMOG
658
Investors Asset Management of Georgia
Georgia
$267K +$4.99K +200 +2%
PMFA
659
Plante Moran Financial Advisors
Michigan
$267K +$7.04K +282 +3%
NL
660
NWAM LLC
Washington
$265K
MRCM
661
M&R Capital Management
New Jersey
$263K
RWA
662
Ropes Wealth Advisors
Massachusetts
$263K
CG
663
Caprock Group
Idaho
$261K +$252K +10,088 New
CCG
664
Cypress Capital Group
Florida
$260K
NCM
665
Novare Capital Management
North Carolina
$260K
BL
666
BFSG LLC
California
$260K +$2.5K +100 +1%
DMC
667
Drexel Morgan & Co
Pennsylvania
$259K
FC
668
Ferris Capital
Massachusetts
$259K
ACI
669
Alpha Cubed Investments
California
$259K +$250K +10,000 New
ICM
670
IMS Capital Management
Oregon
$259K +$250K +10,011 New
SMC
671
Smith, Moore & Co
Missouri
$256K +$3.69K +148 +2%
DCM
672
Donaldson Capital Management
Indiana
$253K +$15.3K +612 +7%
Cerity Partners
673
Cerity Partners
New York
$253K +$244K +9,783 New
SIM
674
Sadoff Investment Management
Wisconsin
$251K
SIC
675
Sigma Investment Counselors
Michigan
$250K -$923 -37 -0.4%

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.