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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 %
PC
701
Palo Capital
California
$349K +$349K +12,514 New
RW
702
Rand Wealth
Maryland
$345K -$33.8K -1,214 -9%
PP
703
PagnatoKarp Partners
Virginia
$344K +$344K +12,331 New
SC
704
SouthState Corp
Florida
$342K +$342K +12,263 New
AP
705
Advisors Preferred
Maryland
$340K +$222K +7,960 +189%
BAS
706
Brown Advisory Securities
Maryland
$337K +$31.9K +1,142 +10%
DWT
707
Dorsey & Whitney Trust
South Dakota
$337K +$36.8K +1,322 +12%
BFPW
708
BOK Financial Private Wealth
Colorado
$324K – – –
ACM
709
AlphaStar Capital Management
North Carolina
$324K +$324K +11,598 New
WTC
710
WhitTier Trust Company
Nevada
$323K – – –
SS
711
Sunbelt Securities
Texas
$322K -$21.8K -780 -6%
B
712
Brightworth
Georgia
$320K +$4.66K +167 +1%
LWM
713
Lyons Wealth Management
Florida
$319K -$30.1K -1,073 -9%
SIA
714
Spruce Investment Advisors
Connecticut
$315K -$15.1K -540 -5%
TI
715
Telemetry Investments
New York
$315K +$315K +11,300 New
CCG
716
Cypress Capital Group
Florida
$311K +$30K +1,075 +11%
AWCI
717
Alpine Woods Capital Investors
New York
$307K – – –
VWM
718
Valley Wealth Managers
New Jersey
$305K +$7.59K +272 +3%
MRCM
719
M&R Capital Management
New Jersey
$305K +$20.9K +750 +7%
WPC
720
White Pine Capital
Minnesota
$304K -$304K -10,900 -50%
QIM
721
Quest Investment Management
Oregon
$299K – – –
ICM
722
IMS Capital Management
Oregon
$298K +$18.6K +666 +7%
SEIA
723
Signature Estate & Investment Advisors
California
$297K -$98.5K -3,526 -25%
SIC
724
Sigma Investment Counselors
Michigan
$297K +$27.1K +968 +10%
BWP
725
Baldwin Wealth Partners
Massachusetts
$294K +$279 +10 +0.1%
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