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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
William Blair & Company
176
William Blair & Company
Illinois
$8.51M -$496K -17,972 -5%
VR
177
Viridian RIA
Washington
$8.49M -$3.43M -124,246 -28%
FA
178
FDx Advisors
Illinois
$8.41M -$1.99M -72,237 -19%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$8.33M -$86K -3,120 -1%
TF
180
TIAA FSB
Florida
$8.24M +$347K +12,598 +4%
SLF
181
Sun Life Financial
Ontario, Canada
$8.14M +$8.14M +295,004 +2,671%
SIMM
182
Stillwater Investment Management (Minnesota)
Minnesota
$8.07M +$716K +25,961 +9%
CG
183
Cutler Group
California
$7.95M +$6.21M +225,270 +306%
HCM
184
Hollencrest Capital Management
California
$7.95M -$210K -7,624 -2%
BFIC
185
Bedell Frazier Investment Counselling
California
$7.67M +$7.96M +288,446 New
TI
186
TTP Investments
California
$7.63M +$4.62M +167,347 +140%
MA
187
Montag & Associates
Georgia
$7.57M -$1.05M -38,176 -12%
Lazard Asset Management
188
Lazard Asset Management
New York
$7.53M +$3.45K +125 +0%
FAM
189
Flaharty Asset Management
Florida
$7.43M +$780K +28,276 +11%
ECML
190
Eagle Capital Management (Louisiana)
Louisiana
$7.34M +$24.4K +883 +0.3%
DCC
191
Dow Chemical Company
Michigan
$7.28M +$3.54M +128,472 +88%
M&T Bank
192
M&T Bank
New York
$7.19M -$73.1K -2,652 -1%
LFM
193
Lumina Fund Management
New York
$7.18M -$4.73M -171,500 -39%
TFA
194
Toth Financial Advisory
Virginia
$7.18M +$24.2K +876 +0.3%
VDFA
195
Vickerman & Driscoll Financial Advisors
Washington
$7.13M +$1.79M +64,975 +32%
Fisher Asset Management
196
Fisher Asset Management
Washington
$7.08M +$477K +17,293 +7%
PPA
197
Parametric Portfolio Associates
Washington
$6.87M +$3.29M +119,295 +86%
BAC
198
Boys Arnold & Co
North Carolina
$6.83M -$11.6K -422 -0.2%
VWM
199
Venturi Wealth Management
Texas
$6.81M -$3.8M -137,945 -36%
AIP
200
Ameritas Investment Partners
Nebraska
$6.73M +$2.26M +81,965 +48%

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.