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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
QIM
726
Quest Investment Management
Oregon
$295K
DCM
727
Donaldson Capital Management
Indiana
$294K +$34.6K +1,201 +13%
SIC
728
Sigma Investment Counselors
Michigan
$293K
FFBTD
729
First Financial Bank - Trust Division
Ohio
$293K +$8.81K +306 +3%
SFP
730
Shepherd Financial Partners
Massachusetts
$293K +$306K +10,621 New
IAMOG
731
Investors Asset Management of Georgia
Georgia
$292K +$1.15K +40 +0.4%
PMFA
732
Plante Moran Financial Advisors
Michigan
$292K +$35.5K +1,234 +13%
Luther King Capital Management (LKCM)
733
Luther King Capital Management (LKCM)
Texas
$290K +$303K +10,524 New
OAM
734
Oppenheimer Asset Management
New York
$286K -$293K -10,163 -49%
CAM
735
Carret Asset Management
New York
$286K
GG
736
Gofen & Glossberg
Illinois
$286K +$31.4K +1,089 +12%
BL
737
BFSG LLC
California
$285K +$7.75K +269 +3%
BA
738
Ballew Advisors
Mississippi
$285K +$9.59K +333 +3%
BSW
739
Buckingham Strategic Wealth
Missouri
$282K +$295K +10,237 New
BFPW
740
BOK Financial Private Wealth
Colorado
$281K -$40.9K -1,420 -12%
AWM
741
Altium Wealth Management
New York
$280K -$173 -6 -0.1%
BSA
742
Braun Stacey Associates
New York
$279K +$6.91K +240 +2%
LWAC
743
Laurel Wealth Advisors (California)
California
$278K -$84.3K -2,929 -22%
SC
744
SouthState Corp
Florida
$278K -$63.8K -2,217 -18%
BFC
745
Bedel Financial Consulting
Indiana
$277K +$12.5K +433 +4%
CG
746
Caprock Group
Idaho
$277K +$85.4K +2,964 +42%
BCA
747
Bray Capital Advisors
Florida
$277K +$289K +10,050 New
SEIA
748
Signature Estate & Investment Advisors
California
$276K -$18K -624 -6%
DMC
749
Drexel Morgan & Co
Pennsylvania
$276K
PCG
750
Private Capital Group
Connecticut
$276K +$259K +9,004 +896%

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.