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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
Bank of America
1
Bank of America
North Carolina
$3.57B +$359M +13,021,108 +11%
Morgan Stanley
2
Morgan Stanley
New York
$1.32B +$128M +4,657,227 +10%
Wells Fargo
3
Wells Fargo
California
$1.18B -$34.1M -1,235,770 -3%
UBS Group
4
UBS Group
Switzerland
$650M -$36M -1,303,676 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$532M -$10.7M -388,250 -2%
Goldman Sachs
6
Goldman Sachs
New York
$497M -$89.9M -3,260,907 -15%
BlackRock
7
BlackRock
New York
$475M +$7.49M +271,678 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$339M -$48M -1,740,419 -12%
SGI
9
Swan Global Investments
Colorado
$316M -$9.17M -332,530 -3%
Ameriprise
10
Ameriprise
Minnesota
$308M -$35.8M -1,296,710 -10%
Barclays
11
Barclays
United Kingdom
$267M +$7.97M +288,873 +3%
Franklin Resources
12
Franklin Resources
California
$265M +$28.9M +1,048,365 +12%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$247M -$31.1M -1,128,191 -11%
Citigroup
14
Citigroup
New York
$246M -$52.9M -1,918,636 -17%
LPL Financial
15
LPL Financial
California
$226M -$22.7M -822,564 -9%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$206M +$124M +4,500,030 +139%
FAF
17
Första AP-fonden
Sweden
$194M +$201M +7,301,436 New
CI
18
Clal Insurance
Israel
$169M -$178M -6,439,537 -50%
CM
19
Churchill Management
California
$142M +$7.93M +287,401 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$141M -$53.7M -1,945,654 -27%
RBA
21
Richard Bernstein Advisors
New York
$140M -$98.8M -3,584,201 -41%
PAG
22
Pinnacle Advisory Group
Maryland
$130M -$29.7M -1,075,405 -18%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$116M +$95.8M +3,472,806 +392%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$109M -$142M -5,132,196 -56%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$108M +$34.9M +1,263,840 +45%

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.