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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
MRCM
726
M&R Capital Management
New Jersey
$291K
MAM
727
Meeder Asset Management
Ohio
$287K +$98.1K +3,556 +49%
DCM
728
Donaldson Capital Management
Indiana
$287K +$3.75K +136 +1%
WAM
729
Wealthspire Advisors (Maryland)
Maryland
$287K +$33.8K +1,226 +13%
CAM
730
Carret Asset Management
New York
$286K +$11K +400 +4%
QIM
731
Quest Investment Management
Oregon
$285K
TAM
732
Tiverton Asset Management
Delaware
$284K +$295K +10,690 New
FFBTD
733
First Financial Bank - Trust Division
Ohio
$283K +$800 +29 +0.3%
IAMOG
734
Investors Asset Management of Georgia
Georgia
$283K +$2.07K +75 +0.7%
VIM
735
Vista Investment Management
Pennsylvania
$283K +$22.1K +800 +8%
BL
736
BFSG LLC
California
$282K +$7.47K +271 +3%
GH
737
GAM Holding
Switzerland
$282K +$154K +5,600 +112%
PCM
738
Parsons Capital Management
Rhode Island
$281K -$9.4K -341 -3%
SIC
739
Sigma Investment Counselors
Michigan
$280K -$2.48K -90 -0.8%
MWPCG
740
Measured Wealth Private Client Group
New Hampshire
$280K +$291K +10,545 New
PMFA
741
Plante Moran Financial Advisors
Michigan
$278K -$3.58K -130 -1%
FFA
742
First Foundation Advisors
California
$277K +$287K +10,400 New
Fiera Capital (Canada)
743
Fiera Capital (Canada)
Quebec, Canada
$276K -$11.1K -403 -4%
BFPW
744
BOK Financial Private Wealth
Colorado
$271K
DMC
745
Drexel Morgan & Co
Pennsylvania
$271K +$5.52K +200 +2%
CG
746
Caprock Group
Idaho
$270K +$2.46K +89 +0.9%
CPA
747
Clear Perspective Advisors
Illinois
$270K +$10.4K +377 +4%
AWM
748
Altium Wealth Management
New York
$269K -$1.21K -44 -0.4%
BSA
749
Braun Stacey Associates
New York
$268K -$1.38K -50 -0.5%
SC
750
SouthState Corp
Florida
$268K

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.