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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
SIM
851
Sonora Investment Management
Arizona
$84.9K
RPG
852
Risk Paradigm Group
Texas
$84.5K -$12.1K -420 -12%
CFG
853
Citizens Financial Group
Rhode Island
$83K -$9.36K -325 -10%
DOA
854
D'Orazio & Associates
Virginia
$81K +$72K +2,500 +587%
Nomura Holdings
855
Nomura Holdings
Japan
$79.4K +$25.5M +887,066 +44%
WAS
856
WESPAC Advisors SoCal
California
$78K -$9.27K -322 -10%
WAM
857
Watermark Asset Management
California
$75K
VCM
858
Vigilant Capital Management
Maine
$72K +$40.4K +1,404 +116%
TL
859
TrueWealth LLC
Georgia
$69K -$5.16K -179 -7%
PFBT
860
Parkside Financial Bank & Trust
Missouri
$67K +$202 +7 +0.3%
BWM
861
Baystate Wealth Management
Massachusetts
$66K +$4.75K +165 +7%
BAM
862
Bruderman Asset Management
New York
$65K +$67.4K +2,340 New
IBOK
863
Independence Bank of Kentucky
Kentucky
$63K
SFG
864
SevenBridge Financial Group
Pennsylvania
$63K
M
865
MOTCO
Texas
$63K +$3.31K +115 +5%
VC
866
Vestor Capital
Illinois
$62K
BI
867
Bramshill Investments
Florida
$62K +$65.1K +2,259 New
ANBT
868
American National Bank & Trust
Texas
$61K -$2.88K -100 -4%
GI
869
Gradient Investments
Minnesota
$60K -$557K -19,337 -90%
FCMT
870
Founders Capital Management (Texas)
Texas
$59K
TDC
871
Thompson Davis & Co
Virginia
$58K +$2.88K +100 +5%
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$57K
BAM
873
Barrett Asset Management
New York
$56K -$2.02K -70 -3%
EFSCE
874
Enterprise Financial Services Corp (EFSC)
Missouri
$55K
TWA
875
TCI Wealth Advisors
Arizona
$54K +$144 +5 +0.3%

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.