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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
ADL
801
Asset Dedication LLC
California
$6K
LYV
802
Live Your Vision
Pennsylvania
$6K
OC
803
Oakworth Capital
Alabama
$6K
RFM
804
Royal Fund Management
Florida
$6K +$6.51K +261 New
TCM
805
Tradewinds Capital Management
Washington
$5K
AIS
806
Accurate Investment Solutions
Pennsylvania
$5K +$1.65K +66 +65%
DBT
807
Dubuque Bank & Trust
Iowa
$5K +$4.74K +190 New
LF
808
Lee Financial
Texas
$5K +$5.01K +201 New
CHP
809
Cable Hill Partners
Oregon
$3K
TCOV
810
Trust Company of Vermont
Vermont
$3K
RBC
811
Roble Belko & Company
Pennsylvania
$3K +$25 +1 +1%
TCM
812
TD Capital Management
Tennessee
$3K +$2.47K +99 New
OIA
813
OneDigital Investment Advisors
Kansas
$2K -$17.5K -700 -92%
HR
814
Howe & Rusling
New York
$2K +$1.67K +67 New
SNT
815
Security National Trust
West Virginia
$1K
AWM
816
AllSquare Wealth Management
New York
$1K +$773 +31 New
CT
817
Chicago Trust
Illinois
$246 +$13K +521 +6%
GPC
818
Glen Point Capital
United Kingdom
-$51.8M -2,100,000 Closed
NM
819
NWI Management
New York
-$51.1M -2,050,000 Closed
DCM
820
Discovery Capital Management
Connecticut
-$40.5M -1,643,000 Closed
Two Sigma Advisers
821
Two Sigma Advisers
New York
-$27.4M -1,110,800 Closed
State of Tennessee, Department of Treasury
822
State of Tennessee, Department of Treasury
Tennessee
-$17.5M -708,917 Closed
AIM
823
Assured Investment Management
New York
-$15.2M -608,823 Closed
CFIC
824
City Financial Investment Company
United Kingdom
-$12.1M -490,000 Closed
UAS
825
United Asset Strategies
New York
-$11.2M -453,296 Closed

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.