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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
BI
451
Bramshill Investments
Florida
$984K -$10.6K -409 -1%
SHA
452
Seneca House Advisors
Virginia
$981K -$151K -5,852 -13%
MMG
453
Monetary Management Group
Missouri
$974K
CA
454
Calton & Associates
Florida
$964K -$125K -4,826 -11%
I
455
IberiaBank
Louisiana
$958K -$94.9K -3,678 -9%
SSWM
456
Smith Salley Wealth Management
North Carolina
$956K -$22.2K -859 -2%
AIC
457
Ameritas Investment Company
Nebraska
$944K -$954K -36,976 -50%
WCM
458
Windsor Capital Management
Arizona
$944K +$97.7K +3,784 +11%
OIA
459
Optimum Investment Advisors
Illinois
$941K -$28.3K -1,095 -3%
SG
460
StoneX Group
New York
$939K +$220K +8,529 +30%
SAM
461
Sawgrass Asset Management
Florida
$937K -$109K -4,220 -10%
BKA
462
Brick & Kyle Associates
Pennsylvania
$935K +$33.3K +1,290 +4%
PCM
463
Prelude Capital Management
New York
$923K -$1.03M -39,885 -53%
OAM
464
Oppenheimer Asset Management
New York
$918K -$676K -26,188 -42%
PAS
465
Park Avenue Securities
New York
$918K -$50K -1,938 -5%
AAM
466
Aureus Asset Management
Massachusetts
$897K
MC
467
Moors & Cabot
Massachusetts
$893K +$53.4K +2,070 +6%
WAM
468
Wolverine Asset Management
Illinois
$874K -$1.32M -51,243 -60%
CAM
469
Concorde Asset Management
Michigan
$873K +$346K +13,395 +65%
SAS
470
Stelac Advisory Services
New York
$872K
PAS
471
Partnervest Advisory Services
California
$869K -$72.4K -2,806 -8%
CASB
472
Cape Ann Savings Bank
Massachusetts
$865K -$2.97K -115 -0.3%
PI
473
Parkside Investments
Illinois
$861K +$297K +11,520 +52%
FFN
474
Focus Financial Network
Minnesota
$853K +$857K +33,190 New
FHA
475
Flagship Harbor Advisors
Massachusetts
$850K +$26.1K +1,013 +3%

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.