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State Street Financial Select Sector SPDR ETF

815 hedge funds and large institutions have $16.7B invested in State Street Financial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 287

16% more capital invested

Capital invested by funds: $14.4B → $16.7B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

1.93% more ownership

Funds ownership: 60.73%62.66% (+1.9%)

2% more funds holding

Funds holding: 800815 (+15)

12% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $4.26B

Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$13.3M -$245K -9,835 -2%
CTA
127
Chesley Taft & Associates
Illinois
$12.9M -$152K -6,084 -1%
OC
128
Oppenheimer & Co
New York
$12.8M +$642K +25,730 +5%
TAM
129
Tocqueville Asset Management
New York
$12.8M +$225K +9,014 +2%
PWAG
130
Polaris Wealth Advisory Group
California
$12.1M +$2.44M +97,885 +26%
BII
131
Bainco International Investors
Massachusetts
$12.1M +$421K +16,883 +4%
MCM
132
Murphy Capital Management
New Jersey
$11.9M -$118K -4,738 -1%
V
133
Veritable
Delaware
$11.8M +$190K +7,620 +2%
FI
134
FormulaFolio Investments
Michigan
$11.7M +$11.3M +451,002 New
Loomis, Sayles & Company
135
Loomis, Sayles & Company
Massachusetts
$11.6M
SPIA
136
Strategic Point Investment Advisors
Rhode Island
$11.2M +$120K +4,801 +1%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$11.2M -$2.13M -85,420 -16%
VF
138
Virtu Financial
New York
$11.1M +$6.69M +268,041 +166%
SAS
139
Sage Advisory Services
Texas
$11.1M +$10.5M +420,577 +4,890%
FCM
140
Flinton Capital Management
Pennsylvania
$11.1M -$1.71M -68,572 -14%
Axa
141
Axa
France
$11M +$10.6M +425,000 New
MP
142
Manifold Partners
California
$10.7M +$974K +39,055 +10%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$10.6M -$563K -22,552 -5%
VFPI
144
Vantage Financial Partners (Illinois)
Illinois
$10.6M +$54.2K +2,171 +0.5%
GAMA
145
Graticule Asia Macro Advisors
New York
$10.5M -$20.7M -830,000 -67%
KHLMTHM
146
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.4M
CCA
147
Clearwater Capital Advisors
Illinois
$10.4M +$1.4M +55,954 +16%
QFA
148
Quattro Financial Advisors
Texas
$10.3M +$4.49M +180,145 +85%
AssetMark Inc
149
AssetMark Inc
California
$10.1M +$5.86M +234,892 +149%
BAAM
150
Baker Avenue Asset Management
California
$10.1M -$157K -6,277 -2%

XLF Hedge Fund Activity: Q3 2017 in Review

815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2017, worth a combined $16.7B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XLF positions and 60 closed out — a net gain of 24 holders — while 339 added to existing stakes and 287 trimmed.

The largest buyer was Bank of America, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 815 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2017, up from 800 in Q2 2017.
  • Funds reported $16.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2017 and 60 closed out, a net change of +24 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.01B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2017 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2017.