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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
SIAP
901
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K
MIM
902
Macroview Investment Management
Maryland
$30K +$31.2K +1,084 New
AWM
903
Avior Wealth Management
Nebraska
$29K
CAM
904
Close Asset Management
United Kingdom
$27K
CAM
905
Covenant Asset Management
New Jersey
$27K +$27.8K +965 New
CA
906
Crewe Advisors
Utah
$26K -$70.3K -2,441 -72%
KPCM
907
Kings Point Capital Management
New York
$25K +$6.57K +228 +33%
MFBTD
908
MB Financial Bank - Trust Department
Illinois
$24K
JT
909
Jump Trading
Illinois
$23K -$1.15M -39,974 -98%
BRC
910
Bell Rock Capital
Delaware
$23K -$2.79K -97 -10%
CHP
911
Cable Hill Partners
Oregon
$23K +$24.4K +846 New
SWA
912
Sutton Wealth Advisors
Florida
$22.2K +$23.2K +806 New
BCWM
913
Bartlett & Co Wealth Management
Ohio
$22.1K +$23K +800 New
BC
914
Bartlett & Co
Ohio
$22K
SWMG
915
Signature Wealth Management Group
Georgia
$22K
WDL
916
Well Done LLC
Michigan
$22K +$23K +797 New
MPWT
917
MassMutual Private Wealth & Trust
Connecticut
$21.4K -$127K -4,425 -85%
CTB
918
Country Trust Bank
Illinois
$19K
FRA
919
Front Row Advisors
California
$19K
PS
920
Portfolio Strategies
New York
$19K
ADL
921
Asset Dedication LLC
California
$18K +$12.6K +437 +200%
BWP
922
Baldwin Wealth Partners
Massachusetts
$17K -$285K -9,911 -94%
CB
923
Community Bank
New York
$17K
SAM
924
Shamrock Asset Management
Texas
$17K
Financial Engines Advisors
925
Financial Engines Advisors
California
$17K +$18K +625 New

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.