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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
GCM
826
Gables Capital Management
Florida
$138K +$144K +5,000 New
ED
827
Exane Derivatives
France
$136K -$38.8K -1,347 -21%
WA
828
WealthTrust-Arizona
Arizona
$136K -$24.4K -846 -15%
TSW
829
Thompson Siegel & Walmsley
Virginia
$135K
AIM
830
Anchor Investment Management
South Carolina
$133K +$11.5K +401 +9%
AIP
831
Almanack Investment Partners
Pennsylvania
$133K +$139K +4,823 New
ACM
832
AUA Capital Management
Pennsylvania
$127K
FPFS
833
First Personal Financial Services
North Carolina
$123K
BG
834
Bollard Group
Massachusetts
$123K +$461 +16 +0.4%
BDWM
835
Brewin Dolphin Wealth Management
Ireland
$114K +$19K +660 +19%
JIR
836
James Investment Research
Ohio
$110K -$13K -450 -10%
FCFS
837
First Command Financial Services
Texas
$108K +$39.3K +1,364 +53%
FCB
838
First Command Bank
Texas
$108K +$39.3K +1,364 +53%
CFC
839
Coyle Financial Counsel
Illinois
$102K +$39.7K +1,377 New
AA
840
AlphaMark Advisors
Kentucky
$101K -$7.2K -250 -6%
WCM
841
Whitener Capital Management
North Carolina
$99K -$8.64K -300 -8%
AP
842
Advisors Preferred
Maryland
$94K -$252K -8,762 -72%
WOC
843
West Oak Capital
California
$93.9K +$98.1K +3,405 New
FPS
844
Fieldpoint Private Securities
Connecticut
$93K +$86.4K +3,000 +785%
NPP
845
New Potomac Partners
Maryland
$92K -$1.44K -50 -1%
RFA
846
Reilly Financial Advisors
California
$90K +$22.3K +776 +31%
ML
847
McAdam LLC
Pennsylvania
$89K +$92.5K +3,211 New
DWM
848
Destination Wealth Management
California
$88K +$91.5K +3,179 New
PCM
849
Princeton Capital Management
New Jersey
$88K +$92K +3,194 New
LWS
850
Lucia Wealth Services
California
$85K +$89.3K +3,100 New

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.