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State Street Financial Select Sector SPDR ETF

815 hedge funds and large institutions have $16.7B invested in State Street Financial Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 287 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 60

18% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 287

16% more capital invested

Capital invested by funds: $14.4B → $16.7B (+$2.28B)

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

1.93% more ownership

Funds ownership: 60.73%62.66% (+1.9%)

2% more funds holding

Funds holding: 800815 (+15)

12% less call options, than puts

Call options by funds: $3.75B | Put options by funds: $4.26B

Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
20.32%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
2.17%
New
84
Increased
339
Reduced
287
Closed
60
Calls
$3.75B
Puts
$4.26B
Net Calls
-$508M
Net Calls Change
+$902M
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
201
Boys Arnold & Co
North Carolina
$6.17M -$104K -4,166 -2%
CG
202
Cutler Group
California
$6.1M -$628K -25,155 -10%
CAN
203
Cetera Advisor Networks
California
$6.06M +$75.4K +3,021 +1%
PWAP
204
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$6.05M +$50.1K +2,006 +0.9%
SAM
205
Sandell Asset Management
New York
$6.03M
CC
206
Callan Capital
California
$5.96M -$133K -5,350 -2%
RWP
207
RWA Wealth Partners
Massachusetts
$5.94M -$5M -200,242 -47%
CGA
208
Crescent Grove Advisors
Illinois
$5.83M -$333K -13,338 -6%
TW
209
Transform Wealth
Colorado
$5.81M +$5.61M +224,744 New
HCMNY
210
Howard Capital Management (New York)
New York
$5.76M +$14K +561 +0.3%
CL
211
CSS LLC
Illinois
$5.74M -$624K -25,000 -10%
TF
212
TIAA FSB
Florida
$5.72M +$606K +24,287 +12%
CA
213
Cetera Advisors
Colorado
$5.67M +$1.82M +72,975 +50%
WWM
214
Willingdon Wealth Management
North Carolina
$5.65M +$2.62M +105,094 +93%
CC
215
Cadinha & Co
Hawaii
$5.61M +$342K +13,700 +7%
CRC
216
Curi RMB Capital
Illinois
$5.27M +$2.13M +85,515 +72%
M&T Bank
217
M&T Bank
New York
$5.26M +$1.16M +46,398 +30%
VCM
218
Verger Capital Management
North Carolina
$5.25M +$5.06M +202,893 New
DWA
219
Dorsey Wright & Associates
California
$5.22M -$175K -7,007 -3%
State Street
220
State Street
Massachusetts
$5.21M +$5.03M +201,467 New
Sumitomo Mitsui Trust Group
221
Sumitomo Mitsui Trust Group
Japan
$5.12M -$798K -32,000 -14%
BRWA
222
B. Riley Wealth Advisors
Florida
$5.1M +$333K +13,336 +7%
JWBC
223
J.W. Burns & Co
New York
$5.1M +$5.12K +205 +0.1%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$5.08M +$2.91M +116,545 +145%
NPC
225
National Planning Corporation
California
$5.08M -$204K -8,196 -4%

XLF Hedge Fund Activity: Q3 2017 in Review

815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2017, worth a combined $16.7B — up 16% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XLF positions and 60 closed out — a net gain of 24 holders — while 339 added to existing stakes and 287 trimmed.

The largest buyer was Bank of America, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 815 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2017, up from 800 in Q2 2017.
  • Funds reported $16.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2017 and 60 closed out, a net change of +24 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.01B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2017 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2017.