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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
RWA
676
Ropes Wealth Advisors
Massachusetts
$409K +$51.4K +1,784 +14%
FTUS
677
Flow Traders U.S.
New York
$409K +$428K +14,852 New
GT
678
Greenleaf Trust
Michigan
$408K
SLF
679
Sun Life Financial
Ontario, Canada
$401K -$15.9M -552,548 -98%
BCA
680
Berman Capital Advisors
Georgia
$393K -$175K -6,073 -30%
IFAM
681
Institutional & Family Asset Management
Colorado
$390K +$29K +1,006 +8%
FAM
682
Formidable Asset Management
Ohio
$387K +$7.78K +270 +2%
Cerity Partners
683
Cerity Partners
New York
$387K +$118K +4,082 +41%
SFA
684
Sequoia Financial Advisors
Ohio
$383K +$400K +13,875 New
SS
685
Sunbelt Securities
Texas
$374K +$58.7K +2,037 +18%
XS
686
XML Securities
Maryland
$373K -$43.1K -1,497 -10%
PA
687
PFG Advisors
Arizona
$372K +$85.6K +2,973 +28%
WTC
688
WhitTier Trust Company
Nevada
$369K +$52K +1,805 +16%
FWSM
689
First Wilshire Securities Management
California
$365K +$138K +4,800 +57%
RCAG
690
Rehmann Capital Advisory Group
Michigan
$361K +$118K +4,096 +46%
NL
691
NWAM LLC
Washington
$360K +$76.2K +2,647 +25%
FTIOP
692
Fiduciary Trust International of Pennsylvania
Pennsylvania
$358K
TC
693
Telemus Capital
Michigan
$357K -$104K -3,600 -22%
AAC
694
Acorn Advisory Capital
New York
$353K -$386K -13,400 -51%
RW
695
Rand Wealth
Maryland
$348K +$7.32K +254 +2%
GPC
696
Glacier Peak Capital
Washington
$348K +$364K +12,638 New
PC
697
Palo Capital
California
$347K +$2.45K +85 +0.7%
SCM
698
Stellar Capital Management
Arizona
$344K -$28.8K -1,000 -7%
LWM
699
Lyons Wealth Management
Florida
$344K +$30.5K +1,060 +9%
LPT
700
Legacy Private Trust
Wisconsin
$342K -$27.6K -960 -7%

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.