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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
Renaissance Technologies
151
Renaissance Technologies
New York
$11.3M +$9.7M +337,000 +472%
VFPI
152
Vantage Financial Partners (Illinois)
Illinois
$11.2M +$78K +2,707 +0.7%
SPIA
153
Strategic Point Investment Advisors
Rhode Island
$11.2M +$41.5K +1,440 +0.4%
MP
154
Manifold Partners
California
$11.1M -$1.19M -41,274 -9%
Sumitomo Mitsui Trust Group
155
Sumitomo Mitsui Trust Group
Japan
$10.9M
SMG
156
Spectrum Management Group
Indiana
$10.7M +$2.49M +86,302 +28%
FA
157
FDx Advisors
Illinois
$10.7M -$10.9M -377,212 -49%
LFAS
158
Level Four Advisory Services
Texas
$10.6M +$569K +19,771 +5%
UAS
159
United Asset Strategies
New York
$10.5M -$1.5M -52,197 -12%
VWM
160
Venturi Wealth Management
Texas
$10.4M -$1.38M -48,004 -11%
BAAM
161
Baker Avenue Asset Management
California
$10.4M +$138K +4,791 +1%
PWAM
162
Park West Asset Management
California
$10.4M
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$10.3M +$4.5M +156,254 +72%
BCI
164
Brinker Capital Investments
Pennsylvania
$10.3M -$2M -69,331 -16%
B
165
Bailard
California
$10.1M +$207K +7,180 +2%
FAAS
166
First Allied Advisory Services
California
$10.1M +$1.21M +41,882 +13%
BC
167
Brinker Capital
Pennsylvania
$9.73M +$2.13M +73,895 +26%
IA
168
IFP Advisors
Florida
$9.45M
SFSG
169
Stearns Financial Services Group
North Carolina
$9.32M +$81.8K +2,840 +0.8%
William Blair & Company
170
William Blair & Company
Illinois
$9.32M -$2.28M -79,268 -19%
BTS
171
BB&T Securities
Virginia
$9.01M +$2.05M +71,139 +28%
TRCT
172
Tower Research Capital (TRC)
New York
$9M +$2.17M +75,296 +30%
MA
173
Montag & Associates
Georgia
$8.9M -$787K -27,313 -8%
JWS
174
Juncture Wealth Strategies
Arizona
$8.77M -$474K -16,453 -5%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$8.72M +$7.88M +273,520 +638%

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.