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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
CAM
801
Cozad Asset Management
Illinois
$210K +$217K +7,883 New
BFG
802
Bouchey Financial Group
New York
$209K
PCG
803
Private Capital Group
Connecticut
$207K -$60.4K -2,191 -22%
LWM
804
Lenox Wealth Management
Ohio
$201K +$10.2K +369 +5%
WA
805
WealthTrust-Arizona
Arizona
$200K +$71.4K +2,590 +53%
LWA
806
Lenox Wealth Advisors
New York
$193K
TRCT
807
Tower Research Capital (TRC)
New York
$189K -$8.81M -319,295 -98%
ATC
808
Adirondack Trust Company
New York
$186K -$1.79K -65 -0.9%
SMFS
809
Squar Milner Financial Services
California
$185K +$192K +6,947 New
FC
810
Ferris Capital
Massachusetts
$184K
LPIC
811
LeJeune Puetz Investment Counsel
Michigan
$166K
SFSIG
812
San Francisco Sentry Investment Group
California
$164K +$21.8K +790 +15%
WPA
813
West Paces Advisors
Georgia
$163K +$165K +5,984 +4,099%
PCA
814
Peddock Capital Advisors
Massachusetts
$163K
WTB
815
Washington Trust Bank
Washington
$156K +$1.19K +43 +0.7%
VCM
816
Vigilant Capital Management
Maine
$156K +$89.6K +3,248 +124%
ML
817
McAdam LLC
Pennsylvania
$151K +$67.7K +2,455 +76%
PAI
818
Pittenger & Anderson Inc
Nebraska
$146K
BWA
819
BDO Wealth Advisors
Florida
$146K +$2.29K +83 +2%
KL
820
KWMG LLC
Kansas
$145K +$150K +5,441 New
EWM
821
Edge Wealth Management
New York
$144K
IF
822
Ironwood Financial
Arizona
$140K
LTI
823
Laffer Tengler Investments
Tennessee
$136K
DBT
824
Dubuque Bank & Trust
Iowa
$134K -$13.5K -490 -9%
GCM
825
Gables Capital Management
Florida
$133K

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.