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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 %
CC
801
Cedar Capital
Illinois
$219K +$219K +7,860 New
TFS
802
TrustCore Financial Services
Tennessee
$219K +$219K +7,864 New
LIM
803
Longfellow Investment Management
Massachusetts
$218K +$218K +7,808 New
TWM
804
Torch Wealth Management
Ohio
$218K +$218K +7,812 New
WAP
805
Wealthcare Advisory Partners
Pennsylvania
$215K +$98.7K +3,536 +85%
PCM
806
Prelude Capital Management
New York
$210K +$28.7K +1,029 +16%
UFF
807
USA Financial Formulas
Michigan
$208K +$208K +7,441 New
CG
808
Caprock Group
Idaho
$207K -$87.3K -2,992 -30%
LSA
809
L & S Advisors
California
$206K +$206K +7,379 New
KC
810
Kingfisher Capital
North Carolina
$205K +$205K +7,332 New
CWM
811
Calamos Wealth Management
Illinois
$204K +$204K +7,307 New
CAM
812
CenterStar Asset Management
Illinois
$203K – – –
LWA
813
Lenox Wealth Advisors
New York
$203K +$203K +7,265 New
TA
814
Tiedemann Advisors
New York
$202K +$202K +7,235 New
BFG
815
Bouchey Financial Group
New York
$202K +$202K +7,250 New
BTNA
816
Bremer Trust National Association
Minnesota
$200K +$200K +7,170 New
ATC
817
Adirondack Trust Company
New York
$197K -$4.19K -150 -2%
ED
818
Exane Derivatives
France
$178K -$114K -4,088 -39%
EWM
819
Edge Wealth Management
New York
$174K – – –
PCA
820
Peddock Capital Advisors
Massachusetts
$171K – – –
VIA
821
Vantage Investment Advisors
Pennsylvania
$171K – – –
WTB
822
Washington Trust Bank
Washington
$163K -$4.73K -169 -3%
MPPLM
823
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$163K +$163K +5,847 New
WA
824
WealthTrust-Arizona
Arizona
$161K -$4.99K -179 -3%
ME
825
McIlrath & Eck
Washington
$159K +$159K +5,697 New
31 32
33
34 35