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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
BCA
701
Berman Capital Advisors
Georgia
$341K -$39.4K -1,430 -10%
AIA
702
Avalon Investment & Advisory
Texas
$339K +$16.4K +595 +5%
BA
703
Ballew Advisors
Mississippi
$338K +$65.6K +2,378 +23%
LWM
704
Lyons Wealth Management
Florida
$337K +$6.54K +237 +2%
RW
705
Rand Wealth
Maryland
$336K
APP
706
Avantax Planning Partners
Iowa
$331K -$289K -10,495 -46%
AWA
707
Acorn Wealth Advisors
Michigan
$324K +$469 +17 +0.1%
KPAG
708
KLS Professional Advisors Group
New York
$321K +$276 +10 +0.1%
JIP
709
Jaffetilchin Investment Partners
Florida
$320K +$332K +12,022 New
MS
710
Maven Securities
Jersey
$319K +$325K +11,800 New
SFG
711
SNS Financial Group
Minnesota
$316K -$1.11M -40,347 -77%
ACM
712
AlphaStar Capital Management
North Carolina
$316K -$6.37K -231 -2%
AIC
713
Ayalon Insurance Company
Israel
$314K +$29.8K +1,080 +10%
Cerity Partners
714
Cerity Partners
New York
$313K -$62.3K -2,259 -16%
SEIA
715
Signature Estate & Investment Advisors
California
$313K +$48.9K +1,773 +18%
PCM
716
Pointe Capital Management
Michigan
$313K +$67.6K +2,450 +26%
BAM
717
Berkshire Asset Management
Pennsylvania
$307K +$101K +3,674 +47%
TWM
718
Titus Wealth Management
California
$305K +$29.1K +1,054 +10%
IWA
719
IBEX Wealth Advisors
New Jersey
$304K
ICM
720
IMS Capital Management
Oregon
$303K +$20.1K +727 +7%
VWM
721
Valley Wealth Managers
New Jersey
$300K
B
722
Brightworth
Georgia
$297K -$9.6K -348 -3%
BCA
723
Bray Capital Advisors
Florida
$297K +$31.2K +1,130 +11%
BSW
724
Buckingham Strategic Wealth
Missouri
$296K +$24.9K +902 +9%
WPC
725
White Pine Capital
Minnesota
$293K +$3.72K +135 +1%

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.