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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
1832 Asset Management
301
1832 Asset Management
Ontario, Canada
$2.08M -$1.61M -62,357 -50%
LDFR
302
Lehman & Derafelo Financial Resources
Pennsylvania
$2.07M -$32.4K -1,256 -2%
HIIFS
303
Harel Insurance Investments & Financial Services
Israel
$2.07M +$1M +38,774 +93%
MFW
304
Meristem Family Wealth
Minnesota
$2.06M
MCM
305
Manchester Capital Management
Vermont
$2.06M
KFBMI
306
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.06M
PFA
307
Pettinga Financial Advisors
Indiana
$2.05M -$79.9K -3,096 -4%
FAM
308
Formidable Asset Management
Ohio
$2.04M +$29.7K +1,150 +6%
FNBOH
309
First National Bank of Hutchinson
Kansas
$2.03M -$40.6K -1,575 -2%
VDI
310
Vaughan David Investments
Illinois
$2.02M +$65.3K +2,530 +3%
SG
311
Swarthmore Group
Pennsylvania
$2.01M -$21.7M -842,625 -92%
PWLP
312
Prio Wealth Limited Partnership
Massachusetts
$1.99M -$7.74K -300 -0.4%
DAS
313
Dynamic Advisor Solutions
Arizona
$1.99M -$1.04M -40,415 -34%
AA
314
Apriem Advisors
California
$1.99M +$12.6K +489 +0.6%
IFWM
315
Institute for Wealth Management
Colorado
$1.99M +$208K +8,078 +12%
IA
316
IndexIQ Advisors
New York
$1.98M -$2.84M -110,231 -59%
JIC
317
Johnson Investment Counsel
Ohio
$1.96M -$117K -4,518 -6%
GIM
318
Grassi Investment Management
California
$1.96M +$1.96M +76,125 New
WB
319
WesBanco Bank
West Virginia
$1.95M +$250K +9,683 +15%
PPP
320
Private Portfolio Partners
New Jersey
$1.94M -$59.1K -2,291 -3%
SB
321
Simmons Bank
Arkansas
$1.94M +$18.9K +734 +1%
CG
322
Colony Group
Massachusetts
$1.93M -$1.17M -45,313 -38%
GCMG
323
Gyroscope Capital Management Group
Florida
$1.92M +$346K +13,390 +23%
PG
324
Proffitt & Goodson
Tennessee
$1.91M +$11.6K +448 +0.6%
ACA
325
Atlas Capital Advisors
Wyoming
$1.91M -$1.13M -43,590 -37%

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.