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State Street Financial Select Sector SPDR ETF

970 hedge funds and large institutions have $17.4B invested in State Street Financial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 379 increasing their positions, 362 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.74B

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

5% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 362

0.08% less ownership

Funds ownership: 58.65%58.57% (-0.08%)

0% less funds holding

Funds holding: 972970 (-2)

4% less capital invested

Capital invested by funds: $18.2B → $17.4B (-$746M)

15% less funds holding in top 10

Funds holding in top 10: 10589 (-16)

Holders
970
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
22.21%
Holding in Top 10
89
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-15.24%
% of All Funds
2.04%
New
83
Increased
379
Reduced
362
Closed
74
Calls
$4.28B
Puts
$3.74B
Net Calls
+$531M
Net Calls Change
+$1.74B
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
126
Azimuth Capital Management
Michigan
$15.1M +$235K +8,520 +2%
OC
127
Oppenheimer & Co
New York
$15M -$3.81M -138,116 -20%
WB
128
Wilks Brothers
Texas
$14.9M +$15.5M +561,000 New
BHB
129
Bank Hapoalim BM
Israel
$14.5M -$739K -26,785 -5%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$14.4M -$355K -12,882 -2%
PWAG
131
Polaris Wealth Advisory Group
California
$14.3M -$6.09K -221 -0%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$13.9M -$5.49M -199,094 -28%
BHWM
133
Bar Harbor Wealth Management
New Hampshire
$13.5M -$13K -470 -0.1%
CTA
134
Chesley Taft & Associates
Illinois
$13.5M +$149K +5,400 +1%
CCA
135
Clearwater Capital Advisors
Illinois
$13.2M +$1M +36,397 +8%
Lido Advisors
136
Lido Advisors
California
$12.9M -$368K -13,341 -3%
BWM
137
Biltmore Wealth Management
Arizona
$12.9M -$165K -5,993 -1%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$558K +20,250 +5%
AWE
139
Avidian Wealth Enterprises
Texas
$12.3M -$615K -22,283 -5%
Loomis, Sayles & Company
140
Loomis, Sayles & Company
Massachusetts
$11.9M
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$11.9M -$487K -17,665 -4%
MCM
142
Murphy Capital Management
New Jersey
$11.8M -$344K -12,472 -3%
CWM
143
Circle Wealth Management
New Jersey
$11.8M +$615K +22,282 +5%
UAS
144
United Asset Strategies
New York
$11.8M +$1.73M +62,578 +16%
Renaissance Technologies
145
Renaissance Technologies
New York
$11.6M +$756K +27,400 +7%
V
146
Veritable
Delaware
$11.5M -$72.1K -2,615 -0.6%
KHLMTHM
147
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.5M
AL
148
Aspiriant LLC
California
$11.4M +$2.62K +95 +0%
Axa
149
Axa
France
$11.3M
VFPI
150
Vantage Financial Partners (Illinois)
Illinois
$11M +$188K +6,800 +2%

XLF Hedge Fund Activity: Q2 2018 in Review

970 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2018, worth a combined $17.4B — down 4.1% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XLF positions and 74 closed out — a net gain of 9 holders — while 379 added to existing stakes and 362 trimmed.

The largest buyer was Bank of America, adding an estimated $359M. The largest seller was Clal Insurance, cutting an estimated $178M.

  • 970 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2018, down from 972 in Q1 2018.
  • Funds reported $17.4B of State Street Financial Select Sector SPDR ETF stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 83 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2018 and 74 closed out, a net change of +9 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $359M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2018 was Clal Insurance, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2018.