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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
1NWS
351
1 North Wealth Services
Maryland
$1.69M +$152K +5,893 +10%
LBC
352
Lowe Brockenbrough & Co
Virginia
$1.68M -$38.7K -1,500 -2%
CA
353
Cornerstone Advisory
Maryland
$1.68M -$116K -4,499 -6%
SCA
354
Snowden Capital Advisors
New York
$1.67M -$649K -25,131 -28%
ACP
355
Arcus Capital Partners
Georgia
$1.67M +$8.49K +329 +0.5%
WWM
356
Western Wealth Management
Colorado
$1.67M -$186K -7,212 -10%
SC
357
Sovarnum Capital
New York
$1.67M +$361K +14,000 +27%
Point72 Asset Management
358
Point72 Asset Management
Connecticut
$1.67M +$903K +35,000 +117%
DY
359
Dowling & Yahnke
California
$1.66M +$700K +27,131 +73%
BFM
360
Boston Financial Management
Massachusetts
$1.65M -$841K -32,575 -34%
FWM
361
Focused Wealth Management
New York
$1.65M -$152K -5,896 -8%
APP
362
Avantax Planning Partners
Iowa
$1.64M -$1.96M -75,990 -54%
IUHSA
363
Itau Unibanco Holding S.A.
Brazil
$1.63M
GCA
364
Greenwood Capital Associates
South Carolina
$1.63M -$1.55M -60,096 -49%
CAPTRUST Financial Advisors
365
CAPTRUST Financial Advisors
North Carolina
$1.62M +$459K +17,796 +39%
Fisher Asset Management
366
Fisher Asset Management
Washington
$1.61M -$170K -6,592 -10%
GC
367
Grace Capital
Massachusetts
$1.59M +$1.6M +62,045 New
FEG
368
Financial Enhancement Group
Indiana
$1.58M -$3.34M -129,478 -68%
DWT
369
Dorsey & Whitney Trust
South Dakota
$1.55M +$2.97K +115 +0.2%
AIM
370
AMI Investment Management
Indiana
$1.54M +$542K +20,995 +54%
B
371
Bellecapital
Switzerland
$1.53M -$407K -15,772 -21%
CFA
372
Carroll Financial Associates
North Carolina
$1.52M -$193K -7,482 -11%
WT
373
Whittier Trust
California
$1.49M -$238K -9,218 -14%
HSA
374
HBK Sorce Advisory
Pennsylvania
$1.49M -$108K -4,176 -7%
AAS
375
Avantax Advisory Services
Texas
$1.49M +$114K +4,409 +8%

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.