We are live on ! Find out more
XLF icon

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
OTC
876
Opera Trading Capital
France
$50K
QAM
877
QCI Asset Management
New York
$50K
VNA
878
Valley National Advisers
Pennsylvania
$50K
WT
879
Washington Trust
Rhode Island
$50K +$51.7K +1,875 New
AWM
880
AllSquare Wealth Management
New York
$49K
CMBA
881
C.M. Bidwell & Associates
Hawaii
$49K
OIA
882
OneDigital Investment Advisors
Kansas
$49K +$10.2K +370 +25%
TDC
883
Thompson Davis & Co
Virginia
$47K -$9.65K -350 -17%
BWP
884
Baldwin Wealth Partners
Massachusetts
$45K +$29.5K +1,070 +175%
TWA
885
TCI Wealth Advisors
Arizona
$42K -$9.65K -350 -18%
LJHT
886
Laurie J. Hall Trustee
$42K
MFW
887
Mosaic Family Wealth
Missouri
$41K
PCFFS
888
Pacific Center for Financial Services
California
$41K
TAM
889
Tyers Asset Management
Texas
$41K +$42.5K +1,540 New
DWM
890
Destination Wealth Management
California
$40K -$46.4K -1,681 -53%
CPIG
891
Chicago Partners Investment Group
Illinois
$40K +$248 +9 +0.6%
SIS
892
Sound Income Strategies
Florida
$39K -$1.08K -39 -3%
NWM
893
Northwest Wealth Management
Iowa
$38K +$28 +1 +0.1%
OGC
894
Oak Grove Capital
New Hampshire
$37K
AWM
895
Aevitas Wealth Management
Massachusetts
$37K +$165 +6 +0.4%
SQA
896
Simon Quick Advisors
New Jersey
$37K +$6.78K +246 +21%
BWL
897
Bogart Wealth LLC
Virginia
$34K -$1.42M -51,500 -98%
THWM
898
Taylor Hoffman Wealth Management
Virginia
$33K
CFN
899
Cordasco Financial Network
Florida
$32K
MPWT
900
MassMutual Private Wealth & Trust
Connecticut
$31.9K +$11.7K +425 +55%

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.