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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
LCM
276
Lucas Capital Management
New Jersey
$2.42M +$139K +5,375 +6%
SS
277
Simplicity Solutions
Minnesota
$2.41M +$330K +12,776 +16%
LFAS
278
Level Four Advisory Services
Texas
$2.4M -$250K -9,700 -9%
MIAN
279
Mariner Independent Advisor Network
Kansas
$2.39M +$764K +29,595 +47%
ACPU
280
Arrowgrass Capital Partners (US)
Delaware
$2.37M
HTC
281
Haverford Trust Company
Pennsylvania
$2.37M -$249K -9,643 -9%
6M
282
6 Meridian
Kansas
$2.34M -$5.12M -198,483 -69%
PSUF
283
People's United Financial
Connecticut
$2.33M -$1.34M -52,087 -37%
SFSG
284
Stearns Financial Services Group
North Carolina
$2.32M -$7M -271,407 -75%
HFM
285
Hartford Financial Management
Connecticut
$2.31M -$553K -21,439 -19%
PWSG
286
Pacific Wealth Strategies Group
California
$2.31M -$32.1K -1,245 -1%
UBG
287
United Bank (Georgia)
Georgia
$2.29M -$170K -6,597 -7%
GSWM
288
Golden State Wealth Management
California
$2.28M +$2.29M +88,699 New
HWA
289
Hillcrest Wealth Advisors
New Jersey
$2.23M +$99.4K +3,850 +5%
CPA
290
Court Place Advisors
Maryland
$2.23M -$258 -10 -0%
AW
291
ACG Wealth
Georgia
$2.21M -$87.5K -3,392 -4%
RFC
292
Regions Financial Corp
Alabama
$2.2M -$563K -21,814 -20%
CG
293
Cutler Group
California
$2.18M -$20.3M -786,415 -90%
OIM
294
Orca Investment Management
Oregon
$2.18M -$69.1K -2,676 -3%
MBT
295
Monroe Bank & Trust
Michigan
$2.16M +$91.7K +3,554 +4%
BOTW
296
Bank of the West
California
$2.15M -$725K -28,109 -25%
CHC
297
City Holding Co
West Virginia
$2.11M -$6.68K -259 -0.3%
PFS
298
Prospera Financial Services
Texas
$2.1M +$386K +14,954 +23%
FAM
299
Foothills Asset Management
Arizona
$2.1M -$16.9K -655 -0.8%
MFG
300
Magnus Financial Group
New York
$2.09M -$8.39K -325 -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.