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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

959 hedge funds and large institutions have $20.1B invested in Financial Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 383 increasing their positions, 271 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+145
Holders Change %
+17.81%
% of All Funds
21.78%
Holding in Top 10
111
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+27.59%
% of All Funds
2.52%
New
196
Increased
383
Reduced
271
Closed
41
Calls
$2.86B
Puts
$5.14B
Net Calls
-$2.28B
Net Calls Change
-$1.77B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$526M
2
AL
Appaloosa LP
New Jersey
+$279M
3
Goldman Sachs
Goldman Sachs
New York
+$153M
4
State Street
State Street
Massachusetts
+$129M
5
RBA
Richard Bernstein Advisors
New York
+$112M

Top Sellers

1
QIM
Quantitative Investment Management
Virginia
-$242M
2
CIA
Capital Investment Advisors
Georgia
-$213M
3
Barclays
Barclays
United Kingdom
-$117M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$100M
5
UBS Group
UBS Group
Switzerland
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
751
Cornercap Investment Counsel
Georgia
$276K +$22.8K +817 +9%
WFWM
752
Wechter Feldman Wealth Management
New Jersey
$276K +$46K +1,651 +20%
RT
753
Rockland Trust
Massachusetts
$275K +$16.7K +600 +6%
VIM
754
Vista Investment Management
Pennsylvania
$275K +$275K +9,858 New
WAM
755
Wealthspire Advisors (Maryland)
Maryland
$273K -$31K -1,112 -10%
NCM
756
Novare Capital Management
North Carolina
$271K -$9.17K -329 -3%
BFC
757
Bedel Financial Consulting
Indiana
$269K +$269K +9,626 New
AMG
758
Asset Management Group
Connecticut
$268K +$866 +31 +0.3%
DSC
759
Duncker Streett & Co
Missouri
$267K +$28K +1,005 +12%
DCM
760
Donaldson Capital Management
Indiana
$264K -$9.05K -324 -3%
KFGK
761
Keystone Financial Group (Kentucky)
Kentucky
$264K +$264K +9,292 New
RIM
762
Rampart Investment Management
Connecticut
$264K +$264K +9,459 New
PMFA
763
Plante Moran Financial Advisors
Michigan
$261K -$26.8K -960 -9%
GG
764
Gofen & Glossberg
Illinois
$259K – – –
BFS
765
Bradley Foster & Sargent
Connecticut
$258K -$6.99K -250 -3%
BFO
766
Biltmore Family Office
North Carolina
$257K +$257K +9,200 New
MFG
767
Merit Financial Group
Georgia
$257K +$257K +9,213 New
RIA
768
RPG Investment Advisory
California
$256K +$7.69K +275 +3%
AGA
769
Accuvest Global Advisors
Utah
$256K +$256K +9,167 New
CT
770
Chicago Trust
Illinois
$255K -$10.7K -385 -4%
WAM
771
Wolverine Asset Management
Illinois
$253K -$13.9K -500 -5%
SGS
772
Sterling Global Strategies
California
$252K -$55.4K -1,982 -18%
PIM
773
Parker Investment Management
California
$251K – – –
CAM
774
Claret Asset Management
Quebec, Canada
$251K +$251K +8,987 New
RCAG
775
Rehmann Capital Advisory Group
Michigan
$251K +$251K +8,995 New
29 30
31
32 33