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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
APA
201
American Portfolios Advisors
New York
$7.08M -$282K -9,780 -4%
Fisher Asset Management
202
Fisher Asset Management
Washington
$6.86M +$455K +15,791 +7%
FAM
203
Flaharty Asset Management
Florida
$6.77M +$1.31M +45,650 +22%
WWM
204
Willingdon Wealth Management
North Carolina
$6.53M +$341K +11,836 +5%
WCP
205
Welch Capital Partners
New York
$6.5M +$3.42M +118,760 +102%
Comerica Bank
206
Comerica Bank
Texas
$6.41M +$683K +23,716 +12%
PWAP
207
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$6.23M +$14.5K +503 +0.2%
Walleye Trading
208
Walleye Trading
New York
$6.19M +$6.47M +224,573 New
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
$6.07M -$6.95M -241,338 -52%
CA
210
Cetera Advisors
Colorado
$6.06M +$91.7K +3,185 +1%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$6.05M +$251K +8,705 +4%
HCMNY
212
Howard Capital Management (New York)
New York
$6.02M -$34.7K -1,204 -0.5%
CC
213
Callan Capital
California
$6M -$196K -6,800 -3%
VCM
214
Verger Capital Management
North Carolina
$5.99M
CAM
215
Cypress Asset Management
Texas
$5.95M -$2.31M -80,380 -27%
RWP
216
RWA Wealth Partners
Massachusetts
$5.79M +$3.25M +112,974 +116%
Creative Planning
217
Creative Planning
Kansas
$5.77M +$10.4K +361 +0.2%
Bank of New York Mellon
218
Bank of New York Mellon
New York
$5.72M +$249K +8,645 +4%
SPC
219
Sigma Planning Corp
Michigan
$5.69M +$807K +28,011 +16%
JG
220
Jefferies Group
New York
$5.66M -$16.2M -561,380 -73%
WAS
221
Winch Advisory Services
Wisconsin
$5.63M +$225K +7,809 +4%
VDFA
222
Vickerman & Driscoll Financial Advisors
Washington
$5.6M +$1.51M +52,321 +35%
BA
223
BKS Advisors
Michigan
$5.6M +$82.4K +2,862 +1%
LI
224
Longer Investments
Arkansas
$5.54M -$40.6K -1,410 -0.7%
JWBC
225
J.W. Burns & Co
New York
$5.52M +$72.8K +2,528 +1%

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.