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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
LFASL
401
Lugano Financial Advisors SA (LFA)
Switzerland
$1.25M -$1.34M -52,105 -52%
AF
402
Arrow Financial
New York
$1.25M -$7.9K -306 -0.6%
SJIM
403
St. Johns Investment Management
Florida
$1.24M +$86.1K +3,335 +7%
CC
404
Chanos & Company
New York
$1.24M -$103K -3,982 -8%
ZIG
405
Zurich Insurance Group
Switzerland
$1.24M -$4.39M -170,169 -78%
EVM
406
Eaton Vance Management
Massachusetts
$1.23M -$319K -12,362 -21%
AIM
407
Advantage Investment Management
Iowa
$1.23M -$23K -890 -2%
IP
408
Intellectus Partners
California
$1.22M +$1.23M +47,531 New
JG
409
Jefferies Group
New York
$1.21M -$6.74M -261,134 -85%
FAIM
410
Financial Advocates Investment Management
Washington
$1.21M -$914K -35,424 -43%
MA
411
MUFG Americas
New York
$1.2M -$12.3K -478 -1%
ANTB
412
AMG National Trust Bank
Colorado
$1.19M +$30.4K +1,179 +3%
JIC
413
Joel Isaacson & Co
New York
$1.19M -$228K -8,829 -16%
KJHP
414
K.J. Harrison & Partners
Ontario, Canada
$1.19M
CFGS
415
Concourse Financial Group Securities
Alabama
$1.18M -$511K -19,811 -30%
RBA
416
Richard Bernstein Advisors
New York
$1.18M -$155M -6,000,197 -99%
SFP
417
Shepherd Financial Partners
Massachusetts
$1.17M -$220K -8,537 -16%
FFSOTS
418
Fiduciary Financial Services of The Southwest
Texas
$1.17M -$18.5K -715 -2%
MWP
419
MYCIO Wealth Partners
Pennsylvania
$1.17M +$146K +5,646 +14%
DLCIG
420
D.L. Carlson Investment Group
New Hampshire
$1.17M -$52.8K -2,044 -4%
PBT
421
Pictet Bank & Trust
Bahamas
$1.16M -$3.3M -127,890 -74%
CTA
422
Chesley Taft & Associates
Illinois
$1.14M -$11.8M -456,269 -91%
LNC
423
Lincoln National Corp
Pennsylvania
$1.13M +$92.2K +3,573 +9%
EWM
424
Endurance Wealth Management
Rhode Island
$1.12M -$20K -775 -2%
MA
425
Mutual Advisors
Nebraska
$1.11M +$267K +10,353 +32%

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.