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State Street Financial Select Sector SPDR ETF

815 hedge funds and large institutions have $16.7B invested in State Street Financial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 287

16% more capital invested

Capital invested by funds: $14.4B → $16.7B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

1.93% more ownership

Funds ownership: 60.73%62.66% (+1.9%)

2% more funds holding

Funds holding: 800815 (+15)

12% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $4.26B

Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Affinity Wealth Management
Delaware
-$311K -12,593 Closed
GIA
852
Granite Investment Advisors
New Hampshire
-$312K -12,377 Closed
CWM
853
Concert Wealth Management
California
-$288K -11,945 Closed
SC
854
SouthState Corp
Florida
-$264K -10,682 Closed
AIA
855
Allegis Investment Advisors
Idaho
-$253K -10,275 Closed
FIM
856
Frontier Investment Management
Texas
-$236K -9,560 Closed
CAM
857
Carret Asset Management
New York
-$234K -9,475 Closed
CCB
858
Cutter & Co Brokerage
Missouri
-$233K -9,459 Closed
MC
859
Montag & Caldwell
Georgia
-$232K -9,406 Closed
HB
860
Homrich & Berg
Georgia
-$227K -9,211 Closed
LSA
861
L & S Advisors
California
-$226K -9,179 Closed
AMIM
862
Aull & Monroe Investment Management
Alabama
-$225K -9,104 Closed
CWM
863
Calamos Wealth Management
Illinois
-$204K -8,262 Closed
JT
864
Jump Trading
Illinois
-$139K -5,561 Closed
JC
865
JBF Capital
Colorado
-$123K -5,000 Closed
UWPG
866
Ullmann Wealth Partners Group
Florida
-$93K -3,776 Closed
SMFG
867
Sumitomo Mitsui Financial Group
Japan
-$92K -3,722 Closed
BAM
868
Bruderman Asset Management
New York
-$58K -2,340 Closed
HA
869
Harfst & Associates
Wyoming
-$55K -2,230 Closed
PWM
870
Perigon Wealth Management
California
-$28K -1,145 Closed
MLFP
871
MPS Loria Financial Planners
Illinois
-$26K -1,036 Closed
AP
872
Atwood & Palmer
Missouri
-$10K -400 Closed
MWM
873
MinichMacGregor Wealth Management
New York
-$7K -300 Closed
ZB
874
Zions Bancorporation
Utah
-$7K -300 Closed
IFA
875
Interactive Financial Advisors
Illinois
-$6K -230 Closed

XLF Hedge Fund Activity: Q3 2017 in Review

815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2017, worth a combined $16.7B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XLF positions and 60 closed out — a net gain of 24 holders — while 339 added to existing stakes and 287 trimmed.

The largest buyer was Bank of America, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 815 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2017, up from 800 in Q2 2017.
  • Funds reported $16.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2017 and 60 closed out, a net change of +24 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.01B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2017 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2017.