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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
CFG
851
Citizens Financial Group
Rhode Island
$80K
B
852
Bridgeworth
Alabama
$79K +$82.9K +3,006 New
TCOV
853
Trust Company of Vermont
Vermont
$75K +$29.7K +1,076 +62%
RPG
854
Risk Paradigm Group
Texas
$73.4K -$8.36K -303 -10%
WAM
855
Watermark Asset Management
California
$66K -$6.89K -250 -9%
OWA
856
One Wealth Advisors
California
$66K +$68.3K +2,475 New
PFBT
857
Parkside Financial Bank & Trust
Missouri
$65K +$248 +9 +0.4%
TL
858
TrueWealth LLC
Georgia
$63K -$3.94K -143 -6%
NA
859
Neuburgh Advisers
California
$63K +$65.6K +2,380 New
BAM
860
Bruderman Asset Management
New York
$62K
IBOK
861
Independence Bank of Kentucky
Kentucky
$61K
SFG
862
SevenBridge Financial Group
Pennsylvania
$61K
BWM
863
Baystate Wealth Management
Massachusetts
$60K -$4.28K -155 -7%
VC
864
Vestor Capital
Illinois
$60K
ANBT
865
American National Bank & Trust
Texas
$59K
M
866
MOTCO
Texas
$58K -$3.17K -115 -5%
SFC
867
SYM Financial Corp
Indiana
$58K +$45K +1,633 +289%
FCMT
868
Founders Capital Management (Texas)
Texas
$57K
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$55K
LYV
870
Live Your Vision
Pennsylvania
$55K +$48.7K +1,765 +706%
BAM
871
Barrett Asset Management
New York
$54K
EFSCE
872
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
FCM
873
Flinton Capital Management
Pennsylvania
$52K +$54.1K +1,960 New
GBBWRPM
874
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$51K +$28 +1 +0.1%
FFW
875
Fusion Family Wealth
New York
$50K

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.