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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 %
CAG
776
Crestwood Advisors Group
Massachusetts
$250K +$250K +8,955 New
WA
777
Wealth Architects
California
$249K -$2.52K -90 -1%
ACG
778
Allen Capital Group
Nebraska
$247K +$247K +8,842 New
IT
779
Independence Trust
Tennessee
$246K – – –
FMTCOCP
780
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$244K -$11.7K -420 -5%
AIM
781
Aspen Investment Management
Michigan
$244K +$16.7K +600 +7%
JFG
782
JMG Financial Group
Illinois
$243K +$243K +8,721 New
ACI
783
Alpha Cubed Investments
California
$241K -$37.6K -1,349 -13%
CBU
784
CIBC Bank USA
Illinois
$241K – – –
AIC
785
Ayalon Insurance Company
Israel
$235K +$235K +8,425 New
FWSM
786
First Wilshire Securities Management
California
$235K +$235K +8,425 New
AAM
787
American Asset Management
Florida
$234K -$613 -22 -0.3%
BPB
788
Badgley, Phelps & Bell
Washington
$234K – – –
MMA
789
Miracle Mile Advisors
California
$232K +$232K +8,315 New
RWA
790
River Wealth Advisors
Pennsylvania
$231K +$231K +8,264 New
SFM
791
Stack Financial Management
Montana
$228K – – –
UWM
792
USAdvisors Wealth Management
Minnesota
$228K +$228K +8,172 New
LNWWM
793
Laird Norton Wetherby Wealth Management
California
$227K – – –
CAG
794
Csenge Advisory Group
Florida
$227K +$227K +8,143 New
AMIM
795
Aull & Monroe Investment Management
Alabama
$226K +$226K +8,104 New
CT
796
Cambridge Trust
Massachusetts
$226K +$226K +8,110 New
BAM
797
Berkshire Asset Management
Pennsylvania
$225K +$225K +8,066 New
CI
798
Chartist Inc
California
$221K +$221K +7,922 New
CBT
799
Capital Bank & Trust
California
$221K +$221K +7,904 New
BFG
800
Barber Financial Group
Kansas
$220K -$27.8K -998 -11%
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