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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
JIC
801
Joel Isaacson & Co
New York
$206K +$215K +7,458 New
CT
802
Cambridge Trust
Massachusetts
$204K -$20.7K -720 -9%
BPB
803
Badgley, Phelps & Bell
Washington
$203K -$29K -1,007 -12%
LSA
804
L & S Advisors
California
$203K -$29 -1 -0%
MAM
805
Meeder Asset Management
Ohio
$200K -$369K -12,826 -64%
WAM
806
Wolverine Asset Management
Illinois
$200K -$51.8K -1,800 -20%
LWA
807
Lenox Wealth Advisors
New York
$200K
LWM
808
Lenox Wealth Management
Ohio
$198K +$137K +4,767 +197%
AMM
809
American Money Management
California
$196K +$205K +7,107 New
ATC
810
Adirondack Trust Company
New York
$193K
FC
811
Ferris Capital
Massachusetts
$191K -$88.5K -3,074 -31%
FCAG
812
First Capital Advisors Group
New Jersey
$179K +$187K +6,479 New
LPIC
813
LeJeune Puetz Investment Counsel
Michigan
$172K +$66.2K +2,300 +59%
VIA
814
Vantage Investment Advisors
Pennsylvania
$171K +$2.16K +75 +1%
PCA
815
Peddock Capital Advisors
Massachusetts
$169K
ME
816
McIlrath & Eck
Washington
$166K +$9.59K +333 +6%
WTB
817
Washington Trust Bank
Washington
$160K
DBT
818
Dubuque Bank & Trust
Iowa
$152K +$95.8K +3,325 +152%
PAI
819
Pittenger & Anderson Inc
Nebraska
$151K +$7.2K +250 +5%
EWM
820
Edge Wealth Management
New York
$150K -$22.8K -790 -13%
SFSIG
821
San Francisco Sentry Investment Group
California
$149K
BWA
822
BDO Wealth Advisors
Florida
$149K +$2.13K +74 +1%
IF
823
Ironwood Financial
Arizona
$146K
LTI
824
Laffer Tengler Investments
Tennessee
$141K
GH
825
GAM Holding
Switzerland
$138K

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.