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State Street Financial Select Sector SPDR ETF

548 hedge funds and large institutions have $12.9B invested in State Street Financial Select Sector SPDR ETF in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 224 increasing their positions, 162 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 32

38% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 162

9% more funds holding in top 10

Funds holding in top 10: 4650 (+4)

6% more funds holding

Funds holding: 515548 (+33)

2.17% more ownership

Funds ownership: 74.46%76.63% (+2.2%)

2% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$252M)

40% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $2.13B

Holders
548
Holders Change
+33
Holders Change %
+6.41%
% of All Funds
15.9%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
1.45%
New
67
Increased
224
Reduced
162
Closed
32
Calls
$1.29B
Puts
$2.13B
Net Calls
-$843M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$4.75M +$957K +47,412 +25%
VF
152
Virtu Financial
New York
$4.75M +$4.71M +233,380 New
MC
153
Martin & Co
Tennessee
$4.69M +$11.8K +586 +0.3%
RIG
154
Renaissance Investment Group
Massachusetts
$4.67M +$14.6K +723 +0.3%
SAMT
155
Select Asset Management & Trust
Pennsylvania
$4.63M +$86.2K +4,272 +2%
TFA
156
Toth Financial Advisory
Virginia
$4.6M +$97.6K +4,833 +2%
PAMU
157
Pictet Asset Management (UK)
United Kingdom
$4.54M +$494K +24,491 +12%
PWAP
158
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.43M -$60.4K -2,991 -1%
CCMG
159
Clark Capital Management Group
Pennsylvania
$4.32M +$4.29M +212,372 New
M&T Bank
160
M&T Bank
New York
$4.29M +$2.17M +107,683 +104%
MLL
161
Moody Lynn & Lieberson
Massachusetts
$4.25M +$4.22M +209,007 New
ONB
162
Old National Bancorp
Indiana
$4.21M -$147K -7,271 -3%
N
163
Nuveen
North Carolina
$4.14M -$17.5K -868 -0.4%
Citadel Advisors
164
Citadel Advisors
Florida
$4.06M +$4.03M +199,805 New
TCT
165
TIAA CREF Trust
Missouri
$4.05M +$504K +24,945 +14%
FAAS
166
First Allied Advisory Services
California
$4.05M +$393K +19,466 +11%
LFM
167
Lumina Fund Management
New York
$3.97M
LOCC
168
Lombard Odier & Cie (Canada)
Quebec, Canada
$3.85M +$1.3M +64,248 +51%
CP
169
Corbenic Partners
Pennsylvania
$3.68M -$39.1K -1,936 -1%
AAA
170
Adams Asset Advisors
Texas
$3.61M +$3.58M +177,367 New
SBWM
171
Sunflower Bank Wealth Management
Arizona
$3.52M +$3.49M +172,947 New
B
172
Baird
Wisconsin
$3.51M +$1.35M +66,628 +63%
HFA
173
Harbert Fund Advisors
Alabama
$3.48M
CCT
174
Chemung Canal Trust
New York
$3.47M -$89.8K -4,448 -3%
HCMNY
175
Howard Capital Management (New York)
New York
$3.45M +$97.9K +4,847 +3%

XLF Hedge Fund Activity: Q3 2014 in Review

548 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2014, worth a combined $12.9B — up 2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new XLF positions and 32 closed out — a net gain of 35 holders — while 224 added to existing stakes and 162 trimmed.

The largest buyer was UBS, adding an estimated $218M. The largest seller was JP Morgan Chase, cutting an estimated $294M.

  • 548 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2014, up from 515 in Q2 2014.
  • Funds reported $12.9B of State Street Financial Select Sector SPDR ETF stock for Q3 2014, up 2% quarter-over-quarter.
  • 67 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2014 and 32 closed out, a net change of +35 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2014 was UBS, an estimated $218M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2014 was JP Morgan Chase, an estimated $294M sold.

Based on aggregated 13F filings for Q3 2014.