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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
Cohen & Steers
151
Cohen & Steers
New York
$11M
SPIA
152
Strategic Point Investment Advisors
Rhode Island
$10.9M +$141K +5,115 +1%
LFAS
153
Level Four Advisory Services
Texas
$10.7M +$493K +17,893 +5%
CGA
154
Crescent Grove Advisors
Illinois
$10.5M +$3.08M +111,650 +40%
NEIRG
155
New England Investment & Retirement Group
Massachusetts
$10.4M -$3.72M -134,910 -26%
SMG
156
Spectrum Management Group
Indiana
$10.4M +$469 +17 +0%
Nomura Asset Management
157
Nomura Asset Management
Japan
$10.3M +$8.55M +310,000 +392%
IA
158
IFP Advisors
Florida
$10.2M +$1.28M +46,354 +14%
BAAM
159
Baker Avenue Asset Management
California
$10M -$7.67K -278 -0.1%
PWAM
160
Park West Asset Management
California
$9.99M
B
161
Bailard
California
$9.72M -$33.8K -1,225 -0.3%
SG Americas Securities
162
SG Americas Securities
New York
$9.69M -$17.4M -630,854 -63%
BC
163
Brinker Capital
Pennsylvania
$9.63M +$256K +9,269 +3%
QFA
164
Quattro Financial Advisors
Texas
$9.61M -$4.76M -172,712 -32%
CL
165
CIM LLC
New York
$9.42M +$2.33M +84,665 +31%
BDS
166
Banco de Sabadell
Florida
$9.4M +$7.5M +271,835 +332%
SFSG
167
Stearns Financial Services Group
North Carolina
$9.28M +$304K +11,014 +3%
FAAS
168
First Allied Advisory Services
California
$9.24M -$454K -16,472 -5%
TW
169
Transform Wealth
Colorado
$8.94M +$855K +31,007 +10%
PCM
170
Prana Capital Management
Connecticut
$8.82M +$9.15M +331,814 New
JWS
171
Juncture Wealth Strategies
Arizona
$8.82M +$378K +13,688 +4%
SCM
172
Segantii Capital Management
Hong Kong
$8.64M +$8.96M +325,000 New
GFPC
173
Global Financial Private Capital
Florida
$8.64M -$8.76M -317,585 -49%
CS
174
Credit Suisse
Switzerland
$8.6M -$49.9M -1,807,919 -85%
CCT
175
Chemung Canal Trust
New York
$8.52M -$2.46M -89,340 -22%

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.