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State Street Financial Select Sector SPDR ETF

960 hedge funds and large institutions have $20.1B invested in State Street Financial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 384 increasing their positions, 271 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 41

42% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 271

28% more funds holding in top 10

Funds holding in top 10: 87111 (+24)

20% more capital invested

Capital invested by funds: $16.7B → $20.1B (+$3.35B)

18% more funds holding

Funds holding: 815960 (+145)

0.85% less ownership

Funds ownership: 62.66%61.82% (-0.85%)

44% less call options, than puts

Call options by funds: $2.86B | Put options by funds: $5.14B

Holders
960
Holders Change
+145
Holders Change %
+17.79%
% of All Funds
21.77%
Holding in Top 10
111
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+27.59%
% of All Funds
2.52%
New
196
Increased
384
Reduced
271
Closed
41
Calls
$2.86B
Puts
$5.14B
Net Calls
-$2.28B
Net Calls Change
-$1.77B
Name Holding Trade Value Shares
Change
Change in
Stake
LPC
126
Loeb Partners Corp
New York
$16.7M +$242K +9,000 +2%
FPCM
127
Financial Partners Capital Management
New York
$16.6M +$183K +6,784 +1%
GFPC
128
Global Financial Private Capital
Florida
$16.5M +$8.52M +316,478 +116%
OC
129
Oppenheimer & Co
New York
$16.4M +$2.41M +89,713 +18%
AIM
130
Astor Investment Management
Illinois
$16.2M -$751K -27,926 -5%
CC
131
Cadinha & Co
Hawaii
$16.1M +$9.7M +360,619 +166%
Millennium Management
132
Millennium Management
New York
$16.1M -$16.3M -607,359 -51%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$15.8M +$204K +7,570 +1%
SLF
134
Sun Life Financial
Ontario, Canada
$15.7M
ACM
135
Azimuth Capital Management
Michigan
$15.6M -$726K -26,970 -5%
QFA
136
Quattro Financial Advisors
Texas
$15.6M +$4.05M +150,632 +39%
Lido Advisors
137
Lido Advisors
California
$14.8M +$13.4M +499,624 +1,718%
NEIRG
138
New England Investment & Retirement Group
Massachusetts
$14.7M +$140K +5,188 +1%
SGAM
139
Steinberg Global Asset Management
Florida
$14.6M -$229K -8,519 -2%
TSS
140
Two Sigma Securities
New York
$14.6M -$3.84M -142,694 -21%
PFG
141
Piershale Financial Group
Illinois
$14.5M +$14M +520,093 New
PWAG
142
Polaris Wealth Advisory Group
California
$14.5M +$1.31M +48,505 +10%
BHWM
143
Bar Harbor Wealth Management
New Hampshire
$14.3M -$43.3K -1,611 -0.3%
CTA
144
Chesley Taft & Associates
Illinois
$14M +$60.5K +2,250 +0.5%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$13.7M -$3.4M -126,399 -20%
TAM
146
Tocqueville Asset Management
New York
$13.5M -$342K -12,719 -3%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$13.2M -$1.88M -69,774 -13%
DCC
148
Dow Chemical Company
Michigan
$13.1M +$3.98M +147,869 +46%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$12.9M +$4.28M +159,055 +53%
MCM
150
Murphy Capital Management
New Jersey
$12.9M -$23.2K -861 -0.2%

XLF Hedge Fund Activity: Q4 2017 in Review

960 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q4 2017, worth a combined $20.1B — up 20% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new XLF positions and 41 closed out — a net gain of 155 holders — while 384 added to existing stakes and 271 trimmed.

The largest buyer was Bank of America, adding an estimated $507M. The largest seller was Quantitative Investment Management, cutting an estimated $233M.

  • 960 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q4 2017, up from 815 in Q3 2017.
  • Funds reported $20.1B of State Street Financial Select Sector SPDR ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 196 funds opened new State Street Financial Select Sector SPDR ETF positions in Q4 2017 and 41 closed out, a net change of +155 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q4 2017 was Bank of America, an estimated $507M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q4 2017 was Quantitative Investment Management, an estimated $233M sold.

Based on aggregated 13F filings for Q4 2017.