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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
LYV
951
Live Your Vision
Pennsylvania
$7K
OC
952
Oakworth Capital
Alabama
$7K
SP
953
SWS Partners
Ohio
$7K +$29 +1 +0.4%
CFD
954
Creative Financial Designs
Indiana
$6K -$2.62K -91 -31%
LF
955
Lee Financial
Texas
$6K
TA
956
Townsend & Associates
Colorado
$6K
EWM
957
Elmwood Wealth Management
California
$5.82K +$6.08K +211 New
HR
958
Howe & Rusling
New York
$5K -$11.7K -405 -69%
AIS
959
Accurate Investment Solutions
Pennsylvania
$5K
AC
960
Avestar Capital
New York
$5K
WF
961
WealthTrust Fairport
Ohio
$5K +$5.33K +185 New
WPA
962
West Paces Advisors
Georgia
$4.01K +$29 +1 +0.7%
RAM
963
Riggs Asset Management
Pennsylvania
$4K
RBC
964
Roble Belko & Company
Pennsylvania
$3K +$29 +1 +1%
LGWM
965
Litman Gregory Wealth Management
California
$3K +$2.65K +92 New
RWML
966
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.76K +$2.88K +100 New
AFNAS
967
American Financial Network Advisory Services
California
$2.4K -$2.01M -69,678 -100%
AIL
968
AGF Investments LLC
Ontario, Canada
$2K +$2.53K +88 New
SNT
969
Security National Trust
West Virginia
$1K
MSA
970
Marino Stram & Associates
Massachusetts
$1K +$29 +1 +2%
TC
971
Trilogy Capital
California
$1K +$778 +27 New
SFA
972
Spectrum Financial Alliance
Kentucky
$1K +$1.24K +43 New
OTC
973
Opera Trading Capital
France
$52
QIM
974
Quantitative Investment Management
Virginia
-$334M -11,976,500 Closed
AGDR
975
AdamCapital Gestao de Recursos
Brazil
-$230M -8,233,178 Closed

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.