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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
DIP
1026
DT Investment Partners
Pennsylvania
-$517K -18,538 Closed
OFG
1027
Oxford Financial Group
Indiana
-$453K -16,235 Closed
UMA
1028
USA Mutuals Advisors
Texas
-$392K -14,990 Closed
Thrivent Financial for Lutherans
1029
Thrivent Financial for Lutherans
Minnesota
-$382K -13,666 Closed
GAMA
1030
Graticule Asia Macro Advisors
New York
-$360K -12,900 Closed
PWW
1031
Pettyjohn Wood & White
Virginia
-$357K -12,795 Closed
TI
1032
Telemetry Investments
New York
-$315K -11,300 Closed
AWCI
1033
Alpine Woods Capital Investors
New York
-$307K -11,000 Closed
VCA
1034
Verdence Capital Advisors
Maryland
-$288K -10,328 Closed
CIC
1035
Cornercap Investment Counsel
Georgia
-$276K -9,886 Closed
MFG
1036
Merit Financial Group
Georgia
-$257K -9,213 Closed
MMA
1037
Miracle Mile Advisors
California
-$232K -8,315 Closed
LNWWM
1038
Laird Norton Wetherby Wealth Management
California
-$227K -8,127 Closed
AMIM
1039
Aull & Monroe Investment Management
Alabama
-$226K -8,104 Closed
CI
1040
Chartist Inc
California
-$221K -7,922 Closed
LIM
1041
Longfellow Investment Management
Massachusetts
-$218K -7,808 Closed
TA
1042
Tiedemann Advisors
New York
-$202K -7,235 Closed
BTNA
1043
Bremer Trust National Association
Minnesota
-$200K -7,170 Closed
BL
1044
Balentine LLC
Georgia
-$145K -5,212 Closed
C
1045
Cerebellum
California
-$127K -4,557 Closed
SPI
1046
Santori & Peters Inc
Pennsylvania
-$125K -4,541 Closed
PCA
1047
Providence Capital Advisors
North Carolina
-$47K -1,677 Closed
BAM
1048
Brave Asset Management
New Jersey
-$44K -1,570 Closed
RFWA
1049
RPg Family Wealth Advisory
Massachusetts
-$18K -646 Closed
TF
1050
Tompkins Financial
New York
-$16K -557 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.