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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
FAT
751
First American Trust
California
$276K +$288K +9,999 New
CAG
752
Csenge Advisory Group
Florida
$274K +$51.6K +1,793 +22%
WFWM
753
Wechter Feldman Wealth Management
New Jersey
$273K
VIM
754
Vista Investment Management
Pennsylvania
$272K
CPA
755
Clear Perspective Advisors
Illinois
$270K -$3.92K -136 -1%
RT
756
Rockland Trust
Massachusetts
$270K -$2.02K -70 -0.7%
AMG
757
Asset Management Group
Connecticut
$265K +$691 +24 +0.3%
WAM
758
Wealthspire Advisors (Maryland)
Maryland
$263K -$6.51K -226 -2%
KFGK
759
Keystone Financial Group (Kentucky)
Kentucky
$262K +$12.6K +437 +5%
WWM
760
Windsor Wealth Management
Indiana
$262K +$274K +9,503 New
RIM
761
Rampart Investment Management
Connecticut
$261K
SMC
762
Smith, Moore & Co
Missouri
$257K -$16.2K -562 -6%
PCM
763
Pointe Capital Management
Michigan
$257K +$269K +9,325 New
BFS
764
Bradley Foster & Sargent
Connecticut
$255K
BFO
765
Biltmore Family Office
North Carolina
$254K
SGS
766
Sterling Global Strategies
California
$254K +$5.7K +198 +2%
CAG
767
Crestwood Advisors Group
Massachusetts
$254K +$7.17K +249 +3%
TFS
768
TrustCore Financial Services
Tennessee
$254K +$38.7K +1,343 +17%
AGA
769
Accuvest Global Advisors
Utah
$253K
CT
770
Chicago Trust
Illinois
$253K +$1.15K +40 +0.4%
ACI
771
Alpha Cubed Investments
California
$251K +$12.9K +447 +5%
MCM
772
Maryland Capital Management
Maryland
$249K +$260K +9,036 New
PIM
773
Parker Investment Management
California
$248K
AAM
774
American Asset Management
Florida
$248K +$17.3K +602 +7%
LCS
775
Levin Capital Strategies
New York
$248K +$259K +9,000 New

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.