We are live on ! Find out more
XLF icon

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
PAG
101
Private Advisor Group
New Jersey
$20.1M +$3.09M +107,384 +17%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$19.9M -$89.4M -3,104,365 -81%
AIA
103
Arrow Investment Advisors
Maryland
$19.5M -$526K -18,257 -3%
PCP
104
Prisma Capital Partners
New York
$19.5M +$360K +12,500 +2%
OC
105
Oppenheimer & Co
New York
$19.3M +$3.3M +114,520 +20%
CANY
106
Caxton Associates (New York)
New York
$19M +$19.9M +690,000 New
CI
107
Cavalier Investments
Georgia
$18.9M +$8.22M +285,578 +71%
TAS
108
TIFF Advisory Services
Pennsylvania
$18.9M
TAM
109
Tocqueville Asset Management
New York
$18.5M +$5.44M +188,943 +39%
TEE
110
Tibra Equities Europe
United Kingdom
$18.3M +$16.7M +579,959 +680%
GFPC
111
Global Financial Private Capital
Florida
$17.7M +$1.52M +52,696 +9%
GU
112
Georgetown University
District of Columbia
$17.7M -$18.2M -630,728 -50%
CM
113
Castleark Management
Illinois
$16.8M
BPCE
114
Bank Pictet & Cie (Europe)
Germany
$16.6M -$4.17M -144,785 -19%
SGAM
115
Steinberg Global Asset Management
Florida
$16.4M +$2.09M +72,641 +14%
RIG
116
RiverFront Investment Group
Virginia
$16.1M -$1.53M -53,185 -8%
AA
117
ALPS Advisors
Colorado
$15.9M -$976K -33,895 -6%
BHB
118
Bank Hapoalim BM
Israel
$15.8M +$529K +18,361 +3%
PP
119
Paloma Partners
Connecticut
$15.8M -$3.32M -115,421 -17%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$15.5M -$135K -4,702 -0.8%
ACM
121
Azimuth Capital Management
Michigan
$15.4M -$32.1K -1,115 -0.2%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$15.3M +$2.89M +100,328 +22%
AIM
123
Astor Investment Management
Illinois
$15.2M -$859K -29,815 -5%
QFA
124
Quattro Financial Advisors
Texas
$14.8M -$192K -6,654 -1%
NEIRG
125
New England Investment & Retirement Group
Massachusetts
$14.5M -$11.3K -391 -0.1%

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.