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State Street Financial Select Sector SPDR ETF

815 hedge funds and large institutions have $16.7B invested in State Street Financial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 287

16% more capital invested

Capital invested by funds: $14.4B → $16.7B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

1.93% more ownership

Funds ownership: 60.73%62.66% (+1.9%)

2% more funds holding

Funds holding: 800815 (+15)

12% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $4.26B

Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
726
San Francisco Sentry Investment Group
California
$108K +$76.3K +3,059 +276%
WAP
727
Wealthcare Advisory Partners
Pennsylvania
$108K +$104K +4,163 New
LPIC
728
LeJeune Puetz Investment Counsel
Michigan
$102K +$97.9K +3,925 New
AA
729
AlphaMark Advisors
Kentucky
$93K -$2.5K -100 -3%
BDWM
730
Brewin Dolphin Wealth Management
Ireland
$90K +$86.8K +3,480 New
BBPWM
731
Blue Bell Private Wealth Management
Pennsylvania
$87K -$125K -5,000 -60%
CFG
732
Citizens Financial Group
Rhode Island
$87K -$18.7K -750 -18%
RPG
733
Risk Paradigm Group
Texas
$84.7K +$18.5K +741 +29%
WAS
734
WESPAC Advisors SoCal
California
$82K +$21.9K +878 +38%
WOC
735
West Oak Capital
California
$79.9K
SIM
736
Sonora Investment Management
Arizona
$79.6K
PCP
737
Proficio Capital Partners
Massachusetts
$77K
AIM
738
Anchor Investment Management
South Carolina
$71.4K
WAM
739
Watermark Asset Management
California
$70K
BP
740
Ballentine Partners
Massachusetts
$66K -$954K -38,250 -94%
BWA
741
BDO Wealth Advisors
Florida
$66K -$10.9K -435 -15%
FCB
742
First Command Bank
Texas
$66K
FCFS
743
First Command Financial Services
Texas
$66K
RE
744
RBC Europe
United Kingdom
$65.9K +$63.6K +2,550 New
FFW
745
Fusion Family Wealth
New York
$63K -$5.61K -225 -8%
ANBT
746
American National Bank & Trust
Texas
$60K
SFG
747
SevenBridge Financial Group
Pennsylvania
$59K
TSW
748
Thompson Siegel & Walmsley
Virginia
$59K
BWM
749
Baystate Wealth Management
Massachusetts
$58K
VC
750
Vestor Capital
Illinois
$58K

XLF Hedge Fund Activity: Q3 2017 in Review

815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2017, worth a combined $16.7B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XLF positions and 60 closed out — a net gain of 24 holders — while 339 added to existing stakes and 287 trimmed.

The largest buyer was Bank of America, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 815 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2017, up from 800 in Q2 2017.
  • Funds reported $16.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2017 and 60 closed out, a net change of +24 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.01B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2017 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2017.