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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
ED
826
Exane Derivatives
France
$131K -$2.32K -84 -2%
TSW
827
Thompson Siegel & Walmsley
Virginia
$130K
AIM
828
Anchor Investment Management
South Carolina
$127K -$1.35K -49 -1%
WAS
829
Winch Advisory Services
Wisconsin
$126K -$5.51M -199,646 -98%
AC
830
Avestar Capital
New York
$126K +$126K +4,562 +2,172%
ACM
831
AUA Capital Management
Pennsylvania
$122K
BG
832
Bollard Group
Massachusetts
$120K +$552 +20 +0.4%
FCB
833
First Command Bank
Texas
$115K +$11.1K +401 +10%
FCFS
834
First Command Financial Services
Texas
$115K +$11.1K +401 +10%
LA
835
Legacy Advisors
Pennsylvania
$114K +$118K +4,291 New
LWS
836
Lucia Wealth Services
California
$111K +$29.5K +1,068 +34%
BDWM
837
Brewin Dolphin Wealth Management
Ireland
$110K
ME
838
McIlrath & Eck
Washington
$110K -$52.3K -1,895 -31%
MGIA
839
Moneta Group Investment Advisors
Missouri
$110K +$114K +4,138 New
MPPLM
840
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$105K -$2.49M -90,394 -96%
NPP
841
New Potomac Partners
Maryland
$100K +$12.1K +440 +13%
AA
842
AlphaMark Advisors
Kentucky
$97K
WOC
843
West Oak Capital
California
$92.1K +$1.66K +60 +2%
RFA
844
Reilly Financial Advisors
California
$86K
BWM
845
BerganKDV Wealth Management
Minnesota
$86K +$89.2K +3,235 New
PCM
846
Princeton Capital Management
New Jersey
$85K
BBPWM
847
Blue Bell Private Wealth Management
Pennsylvania
$84K -$138K -5,000 -61%
SIM
848
Sonora Investment Management
Arizona
$82K
GI
849
Gradient Investments
Minnesota
$82K +$25.3K +917 +42%
JIR
850
James Investment Research
Ohio
$80K -$27.6K -1,000 -25%

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.