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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
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.9M -$6.97M -269,903 -7%
UBS AM
27
UBS AM
Illinois
$82.5M -$1.15M -44,451 -1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$75.2M -$18.4M -714,005 -20%
Bank of Nova Scotia
29
Bank of Nova Scotia
Ontario, Canada
$74.6M +$72.6M +2,813,572 +3,423%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$73.9M -$1.08M -41,998 -1%
ECP
31
Empyrean Capital Partners
California
$68.9M -$1.46M -56,500 -2%
SOMRS
32
State of Michigan Retirement System
Michigan
$68.5M
TAIM
33
TD Ameritrade Investment Management
Nebraska
$62.9M -$2.86M -110,877 -4%
MMEA
34
Main Management ETF Advisors
California
$60.4M +$3.29M +127,500 +6%
TAS
35
TIFF Advisory Services
Pennsylvania
$59.2M +$1.51M +58,480 +3%
MM
36
Main Management
California
$58.2M +$20.4M +791,636 +54%
AII
37
AGF Investments Inc
Ontario, Canada
$54.6M +$5.42M +210,127 +11%
PAG
38
Pinnacle Advisory Group
Maryland
$51.8M -$33.8M -1,311,324 -39%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$49.3M -$616K -23,865 -1%
Northern Trust
40
Northern Trust
Illinois
$46.8M -$6.46M -250,454 -12%
RJA
41
Raymond James & Associates
Florida
$45.1M -$5.78M -223,929 -11%
SB
42
Suntrust Banks
Georgia
$43.9M -$1.05M -40,860 -2%
CL
43
Cabana LLC
Arkansas
$43.7M +$43.8M +1,698,028 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$43.3M -$6.74M -261,283 -13%
CIA
45
Capital Investment Advisors
Georgia
$43.2M +$1.16M +44,911 +3%
AAS
46
Annex Advisory Services
Wisconsin
$42.8M +$2.17M +83,982 +5%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$41.4M -$5.98M -231,670 -13%
ONB
48
Old National Bancorp
Indiana
$40.8M +$2.23M +86,296 +6%
CS
49
Credit Suisse
Switzerland
$40M +$9.12M +353,433 +29%
HighTower Advisors
50
HighTower Advisors
Illinois
$39.5M -$946K -36,650 -2%

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.