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State Street Financial Select Sector SPDR ETF

970 hedge funds and large institutions have $17.4B invested in State Street Financial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 379 increasing their positions, 362 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.74B

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

5% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 362

0.08% less ownership

Funds ownership: 58.65%58.57% (-0.08%)

0% less funds holding

Funds holding: 972970 (-2)

4% less capital invested

Capital invested by funds: $18.2B → $17.4B (-$746M)

15% less funds holding in top 10

Funds holding in top 10: 10589 (-16)

Holders
970
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
22.21%
Holding in Top 10
89
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-15.24%
% of All Funds
2.04%
New
83
Increased
379
Reduced
362
Closed
74
Calls
$4.28B
Puts
$3.74B
Net Calls
+$531M
Net Calls Change
+$1.74B
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
776
Parker Investment Management
California
$239K
AAM
777
American Asset Management
Florida
$239K +$83 +3 +0%
CAM
778
Claret Asset Management
Quebec, Canada
$237K -$965 -35 -0.4%
FA
779
Fagan Associates
New York
$236K +$244K +8,861 New
TFS
780
TrustCore Financial Services
Tennessee
$235K -$10.3K -372 -4%
TWM
781
Torch Wealth Management
Ohio
$235K -$2.62K -95 -1%
MSR
782
Main Street Research
Connecticut
$234K -$4.11K -149 -2%
AIP
783
Ahrens Investment Partners
Louisiana
$233K +$242K +8,769 New
BFS
784
Bradley Foster & Sargent
Connecticut
$232K -$13.8K -500 -5%
JFG
785
JMG Financial Group
Illinois
$232K
WWM
786
Windsor Wealth Management
Indiana
$231K -$22.9K -831 -9%
TH
787
Timber Hill
Connecticut
$229K -$23.2M -842,766 -99%
ACG
788
Allen Capital Group
Nebraska
$225K -$10.1K -368 -4%
PC
789
Palo Capital
California
$224K -$116K -4,191 -33%
RWA
790
River Wealth Advisors
Pennsylvania
$224K -$15.3K -555 -6%
OAM
791
Oppenheimer Asset Management
New York
$223K -$55.5K -2,012 -19%
FPS
792
Fieldpoint Private Securities
Connecticut
$222K +$137K +4,950 +146%
VWA
793
V Wealth Advisors
Kansas
$219K +$223K +8,081 New
PFGIA
794
Patriot Financial Group Insurance Agency
Massachusetts
$218K -$195K -7,063 -46%
SFM
795
Stack Financial Management
Montana
$217K
ATC
796
Argent Trust Co
Tennessee
$216K +$225K +8,168 New
VIA
797
Vantage Investment Advisors
Pennsylvania
$214K +$50.3K +1,824 +29%
CBT
798
Capital Bank & Trust
California
$210K
BFG
799
Barber Financial Group
Kansas
$210K +$55 +2 +0%
AMM
800
American Money Management
California
$210K +$21.9K +793 +11%

XLF Hedge Fund Activity: Q2 2018 in Review

970 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2018, worth a combined $17.4B — down 4.1% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XLF positions and 74 closed out — a net gain of 9 holders — while 379 added to existing stakes and 362 trimmed.

The largest buyer was Bank of America, adding an estimated $359M. The largest seller was Clal Insurance, cutting an estimated $178M.

  • 970 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2018, down from 972 in Q1 2018.
  • Funds reported $17.4B of State Street Financial Select Sector SPDR ETF stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 83 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2018 and 74 closed out, a net change of +9 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $359M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2018 was Clal Insurance, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2018.