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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
SFC
926
SYM Financial Corp
Indiana
$16K +$58 +2 +0.4%
RE
927
RBC Europe
United Kingdom
$15.2K
GWA
928
Guidant Wealth Advisors
Illinois
$15K
MCWS
929
McKinley Carter Wealth Services
West Virginia
$15K +$15.7K +545 New
ClearBridge Investments
930
ClearBridge Investments
New York
$14K
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$58 +2 +0.4%
SWP
932
Strategic Wealth Partners
Ohio
$14K +$2.59K +90 +22%
PK
933
Pflug Koory
Nebraska
$14K +$14.1K +491 New
CC
934
Claybrook Capital
Massachusetts
$14K +$14.4K +500 New
MGI
935
MayTech Global Investments
New York
$14K +$14.4K +500 New
TCM
936
TD Capital Management
Tennessee
$14K +$14.5K +502 New
GFP
937
Gryphon Financial Partners
Ohio
$12K +$12.2K +422 New
Rockefeller Capital Management
938
Rockefeller Capital Management
New York
$12K +$13K +450 New
FPF
939
FNY Partners Fund
New York
$12K +$13.6K +471 New
FA
940
Fortis Advisors
Pennsylvania
$11K -$11.5K -400 -50%
OSNBOA
941
Old Second National Bank of Aurora
Illinois
$11K
TIM
942
Tortoise Investment Management
New York
$11K
YWP
943
YorkBridge Wealth Partners
New York
$10K -$18.8K -654 -64%
KCPG
944
Kavar Capital Partners Group
Kansas
$10K +$10.8K +375 New
HCM
945
Highlander Capital Management
New Jersey
$9K
AF
946
Allworth Financial
California
$9K +$4.32K +150 +81%
HI
947
Hudock Inc
Pennsylvania
$8K
MCA
948
Mercer Capital Advisers
New Jersey
$8K
MFT
949
Moisand Fitzgerald Tamayo
Florida
$8K
RFM
950
Royal Fund Management
Florida
$7K -$19.2K -666 -71%

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.