We are live on ! Find out more
XLF icon

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
HCM
176
Hollencrest Capital Management
California
$8.45M -$464K -16,111 -5%
DVM
177
Dreman Value Management
Florida
$8.44M +$8.81M +306,000 New
TW
178
Transform Wealth
Colorado
$8.41M +$2.01M +69,813 +30%
CRC
179
Curi RMB Capital
Illinois
$8.38M +$729K +25,298 +9%
AL
180
Appaloosa LP
New Jersey
$8.27M -$279M -9,700,000 -97%
TF
181
TIAA FSB
Florida
$8.2M +$1.2M +41,736 +16%
GWM
182
Geneos Wealth Management
Colorado
$8.03M +$272K +9,428 +3%
FCC
183
Florin Court Capital
United Kingdom
$8.01M -$13.9M -483,800 -62%
BFA
184
Beaumont Financial Advisors
Massachusetts
$7.99M +$3.8M +131,950 +84%
CAN
185
Cetera Advisor Networks
California
$7.89M +$1.4M +48,693 +21%
PFA
186
Paradigm Financial Advisors
Missouri
$7.85M +$61.2K +2,125 +0.8%
BCM
187
Brookstone Capital Management
Illinois
$7.83M +$8.18M +284,046 New
Lazard Asset Management
188
Lazard Asset Management
New York
$7.81M +$6.91K +240 +0.1%
SWP
189
Stratos Wealth Partners
Ohio
$7.79M +$4.95M +171,843 +155%
CGA
190
Crescent Grove Advisors
Illinois
$7.76M +$1.61M +56,063 +25%
SIMM
191
Stillwater Investment Management (Minnesota)
Minnesota
$7.65M +$222K +7,710 +3%
ECML
192
Eagle Capital Management (Louisiana)
Louisiana
$7.59M -$188K -6,520 -2%
VF
193
Virtu Financial
New York
$7.56M -$9.45M -328,197 -54%
M&T Bank
194
M&T Bank
New York
$7.53M +$1.83M +63,651 +30%
CL
195
CIM LLC
New York
$7.43M +$3.49M +121,156 +82%
TFA
196
Toth Financial Advisory
Virginia
$7.42M -$17.1K -595 -0.2%
FSA
197
Financial Services Advisory
Maryland
$7.34M -$122K -4,226 -2%
RCP
198
Rothschild Capital Partners
New York
$7.3M -$2.37M -82,280 -24%
AllianceBernstein
199
AllianceBernstein
Tennessee
$7.23M +$7.56M +262,403 New
BAC
200
Boys Arnold & Co
North Carolina
$7.17M -$35.4K -1,228 -0.5%

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.