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State Street Financial Select Sector SPDR ETF

984 hedge funds and large institutions have $14.4B invested in State Street Financial Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 490 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $14.2B → $14.4B (+$126M)

0.96% less ownership

Funds ownership: 63.35%62.39% (-0.96%)

4% less funds holding

Funds holding: 1,024984 (-40)

20% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 109

25% less funds holding in top 10

Funds holding in top 10: 7758 (-19)

40% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $3.7B

42% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 490

Holders
984
Holders Change
-40
Holders Change %
-3.91%
% of All Funds
21.29%
Holding in Top 10
58
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-24.68%
% of All Funds
1.26%
New
87
Increased
285
Reduced
490
Closed
109
Calls
$2.23B
Puts
$3.7B
Net Calls
-$1.47B
Net Calls Change
+$418M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
BigSur Wealth Management
Florida
$2.87M -$258K -10,000 -8%
VFA
252
Voya Financial Advisors
Connecticut
$2.86M -$126K -4,896 -4%
KeyBank National Association
253
KeyBank National Association
Ohio
$2.86M -$1.28M -49,624 -31%
TW
254
Transform Wealth
Colorado
$2.83M -$6.33M -245,160 -69%
FC
255
Fore Capital
New York
$2.83M +$2.84M +110,000 New
CCM
256
Cribstone Capital Management
Maine
$2.82M -$45.7K -1,769 -2%
PNAA
257
Pictet North America Advisors
Switzerland
$2.78M -$12.3M -477,479 -82%
AWM
258
Altium Wealth Management
New York
$2.77M -$198K -7,682 -7%
GW
259
GW & Wade
Massachusetts
$2.76M -$506K -19,606 -15%
Voloridge Investment Management
260
Voloridge Investment Management
Florida
$2.73M +$2.74M +106,170 New
TSS
261
Two Sigma Securities
New York
$2.68M -$24M -930,921 -90%
NCM
262
Nelson Capital Management
California
$2.67M +$90.4K +3,501 +3%
WI
263
WBI Investments
New Jersey
$2.62M +$2.63M +102,072 New
FAAS
264
First Allied Advisory Services
California
$2.62M -$111K -4,302 -4%
AAIM
265
Asset Advisors Investment Management
Georgia
$2.61M -$157K -6,100 -6%
RIL
266
Rothschild Investment LLC
Illinois
$2.58M -$158K -6,113 -6%
LCH
267
Lee Capital Holdings
New York
$2.58M +$2.59M +100,176 New
AWE
268
Avidian Wealth Enterprises
Texas
$2.53M -$5.56M -215,576 -69%
GWM
269
Greenwich Wealth Management
Connecticut
$2.52M +$41.8K +1,619 +2%
CM
270
Castleark Management
Illinois
$2.5M -$13.2M -512,700 -84%
PAM
271
Palisade Asset Management
Minnesota
$2.48M +$362K +14,038 +17%
JIR
272
James Investment Research
Ohio
$2.47M +$2.33M +90,325 +1,563%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$2.47M -$4.23M -163,955 -71%
WCM
274
WealthBridge Capital Management
Ohio
$2.46M -$38.8K -1,502 -2%
WP
275
WealthPLAN Partners
Nebraska
$2.44M +$8.96K +347 +0.4%

XLF Hedge Fund Activity: Q1 2019 in Review

984 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2019, worth a combined $14.4B — up 0.88% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of XLF and 87 opened new positions — a net loss of 22 holders — while 490 trimmed existing stakes and 285 added.

The largest buyer was Wells Fargo, adding an estimated $225M. The largest seller was Bank of America, cutting an estimated $454M.

  • 984 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2019, down from 1,024 in Q4 2018.
  • Funds reported $14.4B of State Street Financial Select Sector SPDR ETF stock for Q1 2019, up 0.88% quarter-over-quarter.
  • 87 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2019 and 109 closed out, a net change of -22 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2019 was Wells Fargo, an estimated $225M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2019 was Bank of America, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2019.