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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
AOWM
776
Alpha Omega Wealth Management
Virginia
$26K +$24.8K +993 New
BRC
777
Bell Rock Capital
Delaware
$24K +$75 +3 +0.3%
GWA
778
Guidant Wealth Advisors
Illinois
$23K
BC
779
Bartlett & Co
Ohio
$21K
SQA
780
Simon Quick Advisors
New Jersey
$20K +$2K +80 +12%
HI
781
Hudock Inc
Pennsylvania
$19K +$50 +2 +0.3%
AWM
782
Avior Wealth Management
Nebraska
$19K +$11.9K +478 +176%
CTB
783
Country Trust Bank
Illinois
$18K -$2.79K -112 -14%
KPCM
784
Kings Point Capital Management
New York
$18K +$75 +3 +0.4%
RFWA
785
RPg Family Wealth Advisory
Massachusetts
$16.7K
SAM
786
Shamrock Asset Management
Texas
$16K
MFW
787
Mosaic Family Wealth
Missouri
$14K +$13.2K +528 New
ClearBridge Investments
788
ClearBridge Investments
New York
$13K
RFS
789
Rockefeller Financial Services
New York
$12K
MCM
790
McKinley Capital Management
Alaska
$11K
FA
791
Fortis Advisors
Pennsylvania
$10K
OSNBOA
792
Old Second National Bank of Aurora
Illinois
$10K
TIM
793
Tortoise Investment Management
New York
$10K
AF
794
Allworth Financial
California
$10K +$5.01K +201 +109%
MCIA
795
Mountain Capital Investment Advisors
Colorado
$9K
FPS
796
Fieldpoint Private Securities
Connecticut
$9K +$9.16K +367 New
HCM
797
Highlander Capital Management
New Jersey
$8K
MFT
798
Moisand Fitzgerald Tamayo
Florida
$8K +$7.49K +300 New
MCA
799
Mercer Capital Advisers
New Jersey
$7K
BC
800
Barnett & Company
Tennessee
$6K -$449 -18 -8%

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.