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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
LG
776
Leuthold Group
Minnesota
$248K +$259K +9,004 New
KJWM
777
Kiley Juergens Wealth Management
Washington
$247K -$28.7K -998 -10%
CAM
778
Claret Asset Management
Quebec, Canada
$247K -$864 -30 -0.3%
RWA
779
River Wealth Advisors
Pennsylvania
$247K +$20.4K +707 +9%
MSR
780
Main Street Research
Connecticut
$247K +$258K +8,953 New
TWM
781
Torch Wealth Management
Ohio
$246K +$31.8K +1,105 +14%
FIG
782
FundX Investment Group
California
$245K +$256K +8,895 New
SFWA
783
Summit Financial Wealth Advisors
Louisiana
$244K -$157K -5,460 -38%
ACG
784
Allen Capital Group
Nebraska
$244K
WA
785
Wealth Architects
California
$242K -$3.89K -135 -2%
JFG
786
JMG Financial Group
Illinois
$240K
CBU
787
CIBC Bank USA
Illinois
$238K
IIC
788
Integrated Investment Consultants
Michigan
$233K +$243K +8,450 New
SFM
789
Stack Financial Management
Montana
$225K
BBPWM
790
Blue Bell Private Wealth Management
Pennsylvania
$225K +$138K +4,800 +142%
CHA
791
Carmichael Hill & Associates
Maryland
$224K +$234K +8,110 New
UWM
792
USAdvisors Wealth Management
Minnesota
$222K -$3.74K -130 -2%
CWM
793
Calamos Wealth Management
Illinois
$220K +$19.1K +662 +9%
KC
794
Kingfisher Capital
North Carolina
$219K +$18.1K +627 +9%
CBT
795
Capital Bank & Trust
California
$218K
BAM
796
Berkshire Asset Management
Pennsylvania
$217K -$5.27K -183 -2%
BFG
797
Barber Financial Group
Kansas
$217K +$58 +2 +0%
BFG
798
Bouchey Financial Group
New York
$217K +$17.6K +610 +8%
NCM
799
Novare Capital Management
North Carolina
$214K -$57K -1,980 -20%
SSA
800
Schonfeld Strategic Advisors
New York
$208K -$8.04M -279,311 -97%

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.