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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
HCM
701
Highbridge Capital Management
New York
$342K +$357K +12,400 New
AWA
702
Acorn Wealth Advisors
Michigan
$337K +$54.7K +1,899 +19%
WWMSC
703
Wagner Wealth Management (South Carolina)
South Carolina
$336K +$60.6K +2,106 +21%
AIA
704
Avalon Investment & Advisory
Texas
$335K +$350K +12,160 New
ACM
705
AlphaStar Capital Management
North Carolina
$334K +$15.3K +531 +5%
TWM
706
Titus Wealth Management
California
$333K -$237K -8,216 -44%
KPAG
707
KLS Professional Advisors Group
New York
$333K -$43.6K -1,514 -11%
DWT
708
Dorsey & Whitney Trust
South Dakota
$331K -$3.46K -120 -1%
QC
709
QCM Cayman
Texas
$324K +$339K +11,755 New
CCG
710
Cypress Capital Group
Florida
$319K +$13K +453 +4%
B
711
Brightworth
Georgia
$317K +$1.07K +37 +0.3%
PP
712
PagnatoKarp Partners
Virginia
$313K -$28.6K -993 -8%
AC
713
Alexandria Capital
Virginia
$312K -$63.8K -2,215 -16%
VWM
714
Valley Wealth Managers
New Jersey
$311K +$10.2K +353 +3%
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$307K +$99.2K +3,445 +45%
IWA
716
IBEX Wealth Advisors
New Jersey
$304K +$325K +11,283 New
MRCM
717
M&R Capital Management
New Jersey
$301K
WPC
718
White Pine Capital
Minnesota
$301K
RA
719
RFG Advisory
Alabama
$301K +$30.9K +1,074 +11%
PCM
720
Parsons Capital Management
Rhode Island
$300K -$77K -2,675 -20%
CPP
721
Crow Point Partners
Massachusetts
$298K -$556K -19,319 -64%
ICM
722
IMS Capital Management
Oregon
$298K
PCM
723
Poehling Capital Management
Wisconsin
$296K +$19.7K +683 +7%
AIC
724
Ayalon Insurance Company
Israel
$296K +$66.2K +2,300 +27%
Fiera Capital (Canada)
725
Fiera Capital (Canada)
Quebec, Canada
$296K +$310K +10,758 New

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.