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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
AIM
676
Aspen Investment Management
Michigan
$384K -$22.4K -812 -5%
MCM
677
MV Capital Management
Maryland
$382K -$863K -31,294 -69%
CCG
678
Cypress Capital Group
Florida
$381K +$75.8K +2,750 +24%
FF
679
Friedenthal Financial
New Jersey
$380K -$163K -5,903 -29%
MPIA
680
Mountain Pacific Investment Advisers
Idaho
$380K -$30.3K -1,100 -7%
CL
681
Choreo LLC
Illinois
$377K -$524K -19,005 -57%
SMC
682
Smith, Moore & Co
Missouri
$377K +$134K +4,856 +52%
SPI
683
Santori & Peters Inc
Pennsylvania
$376K +$391K +14,169 New
FAM
684
Formidable Asset Management
Ohio
$375K +$1.79K +65 +0.5%
SS
685
Sunbelt Securities
Texas
$374K +$13.3K +483 +4%
IG
686
ING Group
Netherlands
$372K +$386K +14,000 New
GPC
687
Glacier Peak Capital
Washington
$371K +$36.4K +1,321 +10%
SFA
688
Sequoia Financial Advisors
Ohio
$369K +$28 +1 +0%
KJWM
689
Kiley Juergens Wealth Management
Washington
$368K +$135K +4,893 +55%
SCM
690
Stellar Capital Management
Arizona
$365K +$34.5K +1,250 +10%
JIC
691
Joel Isaacson & Co
New York
$365K +$173K +6,260 +84%
DWM
692
Doyle Wealth Management
Florida
$362K +$375K +13,598 New
NL
693
NWAM LLC
Washington
$361K +$15.2K +550 +4%
S
694
SignatureFD
Georgia
$360K -$141K -5,114 -27%
VC
695
Vicus Capital
Pennsylvania
$360K -$42.9K -1,557 -10%
LPT
696
Legacy Private Trust
Wisconsin
$360K +$31.6K +1,145 +9%
IFAM
697
Institutional & Family Asset Management
Colorado
$358K -$19.3K -699 -5%
FWSM
698
First Wilshire Securities Management
California
$352K
TC
699
Telemus Capital
Michigan
$352K +$7.86K +285 +2%
RWA
700
Ropes Wealth Advisors
Massachusetts
$347K -$49.2K -1,784 -12%

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.