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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
GBBWRPM
876
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$53K +$29 +1 +0.1%
FFW
877
Fusion Family Wealth
New York
$52K -$21.9K -760 -29%
QAM
878
QCI Asset Management
New York
$52K
VNA
879
Valley National Advisers
Pennsylvania
$52K +$1.84K +64 +3%
CMBA
880
C.M. Bidwell & Associates
Hawaii
$50K
AWM
881
AllSquare Wealth Management
New York
$50K +$51.8K +1,800 +5,806%
TCOV
882
Trust Company of Vermont
Vermont
$48K +$46.5K +1,615 +1,442%
First Manhattan
883
First Manhattan
New York
$46K
JA
884
JOYN Advisors
Georgia
$45K +$46.6K +1,618 New
LJHT
885
Laurie J. Hall Trustee
$44K
MFW
886
Mosaic Family Wealth
Missouri
$43K
PCFFS
887
Pacific Center for Financial Services
California
$42K
OIA
888
OneDigital Investment Advisors
Kansas
$42K +$18.2K +631 +73%
SIS
889
Sound Income Strategies
Florida
$42K +$37.5K +1,301 +635%
CPIG
890
Chicago Partners Investment Group
Illinois
$41K
OGC
891
Oak Grove Capital
New Hampshire
$39K +$40.3K +1,400 New
NWM
892
Northwest Wealth Management
Iowa
$39K +$41.2K +1,429 New
AWM
893
Aevitas Wealth Management
Massachusetts
$38K +$144 +5 +0.4%
ACM
894
Armbruster Capital Management
New York
$34K
THWM
895
Taylor Hoffman Wealth Management
Virginia
$34K
LWCFA
896
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$36K +1,251 New
CFN
897
Cordasco Financial Network
Florida
$33K +$34.6K +1,200 New
DPA
898
Delphi Private Advisors
California
$32K -$22.9K -795 -40%
SQA
899
Simon Quick Advisors
New Jersey
$32K +$144 +5 +0.4%
LBG
900
Lloyds Banking Group
United Kingdom
$31K

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.