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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
NA
376
NewEdge Advisors
Louisiana
$1.48M -$249K -9,649 -14%
KFGK
377
Keystone Financial Group (Kentucky)
Kentucky
$1.47M +$67.5K +2,617 +5%
RFO
378
RiverGlades Family Offices
Florida
$1.46M +$1.47M +56,872 New
NF
379
Nikulski Financial
Iowa
$1.45M -$498K -19,311 -25%
CWM
380
Chesapeake Wealth Management
Virginia
$1.45M +$48.4K +1,874 +3%
JGIA
381
Jackson Grant Investment Advisers
Connecticut
$1.45M -$92.5K -3,585 -6%
HCMT
382
Highland Capital Management (Tennessee)
Tennessee
$1.45M -$9.29K -360 -0.6%
CCT
383
Country Club Trust
Missouri
$1.45M -$59.5K -2,304 -4%
AWM
384
Avitas Wealth Management
California
$1.45M +$2.71K +105 +0.2%
RWP
385
RWA Wealth Partners
Massachusetts
$1.44M -$294K -11,387 -17%
CT
386
Coastline Trust
Rhode Island
$1.42M +$103K +3,980 +8%
FTI
387
Fiduciary Trust International
Massachusetts
$1.41M +$79.2K +3,070 +6%
BWP
388
Bernardo Wealth Planning
Pennsylvania
$1.41M +$188K +7,281 +15%
WBG
389
Wharton Business Group
Pennsylvania
$1.38M +$84.8K +3,285 +7%
Jones Financial Companies
390
Jones Financial Companies
Missouri
$1.35M -$430K -16,652 -24%
RJT
391
Raymond James Trust
Florida
$1.35M +$7.77K +301 +0.6%
NA
392
Nottingham Advisors
New York
$1.34M +$1.34M +52,109 New
CRC
393
Curi RMB Capital
Illinois
$1.34M +$3.38K +131 +0.3%
PCM
394
Poehling Capital Management
Wisconsin
$1.33M +$59.1K +2,291 +5%
PT
395
Plimoth Trust
Massachusetts
$1.31M +$40.6K +1,573 +3%
SF
396
Synovus Financial
Georgia
$1.3M -$88.3K -3,421 -6%
HNB
397
Huntington National Bank
Ohio
$1.29M
AWM
398
Altavista Wealth Management
North Carolina
$1.28M -$112K -4,356 -8%
AWM
399
AE Wealth Management
Kansas
$1.27M -$634K -24,553 -33%
Twin Tree Management
400
Twin Tree Management
Texas
$1.25M +$790K +30,606 +169%

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.