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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
BA
751
Bristlecone Advisors
Washington
$58K +$56.1K +2,250 New
BAM
752
Barrett Asset Management
New York
$57K -$338K -13,534 -86%
M
753
MOTCO
Texas
$57K -$8.08K -324 -13%
FCMT
754
Founders Capital Management (Texas)
Texas
$55K +$1.62K +65 +3%
First Manhattan
755
First Manhattan
New York
$54K
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$52K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$52K +$38.6K +1,548 +329%
DPA
758
Delphi Private Advisors
California
$51K
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$51K
VNA
760
Valley National Advisers
Pennsylvania
$47K
PCFFS
761
Pacific Center for Financial Services
California
$40K
CPIG
762
Chicago Partners Investment Group
Illinois
$39K -$37.4K -1,500 -50%
CGT
763
Capital Guardian Trust
California
$39K +$41.5K +1,663 New
LWM
764
Lenox Wealth Management
Ohio
$37K
RFA
765
Reilly Financial Advisors
California
$36K +$3.94K +158 +13%
TWA
766
TCI Wealth Advisors
Arizona
$36K +$31.2K +1,250 +833%
ACM
767
Armbruster Capital Management
New York
$32K
VCM
768
Vigilant Capital Management
Maine
$31K +$30.3K +1,215 New
LBG
769
Lloyds Banking Group
United Kingdom
$29K
CFD
770
Creative Financial Designs
Indiana
$29K +$100 +4 +0.4%
GBBWRPM
771
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$28K
SIAP
772
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K
YWP
773
YorkBridge Wealth Partners
New York
$27K +$16.7K +669 +186%
CAM
774
Close Asset Management
United Kingdom
$26K
QAM
775
QCI Asset Management
New York
$26K

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.