We are live on ! Find out more
XLF icon

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
Parallax Volatility Advisers
476
Parallax Volatility Advisers
California
$848K -$8.38M -324,809 -91%
5L
477
55I LLC
Massachusetts
$845K +$621K +24,079 +274%
HCC
478
Hirtle Callaghan & Co
Pennsylvania
$834K
EWA
479
EP Wealth Advisors
California
$824K -$2.09M -80,831 -72%
CFB
480
Cullen/Frost Bankers
Texas
$816K -$110K -4,252 -12%
FPS
481
Fieldpoint Private Securities
Connecticut
$815K -$182K -7,050 -18%
TPWA
482
TRUE Private Wealth Advisors
Oregon
$815K -$53K -2,053 -6%
GFS
483
GYL Financial Synergies
Connecticut
$809K -$6.76K -262 -0.8%
CCMD
484
Cypress Capital Management (Delaware)
Delaware
$806K -$5.58K -216 -0.7%
IWC
485
Integrated Wealth Concepts
Massachusetts
$804K +$225K +8,706 +39%
BF
486
BOK Financial
Oklahoma
$799K -$160K -6,190 -17%
AC
487
Abbrea Capital
California
$799K +$121K +4,700 +18%
JT
488
Jump Trading
Illinois
$797K +$238K +9,221 +42%
SCM
489
SOL Capital Management
Maryland
$796K
MAFM
490
Mid Atlantic Financial Management
Pennsylvania
$793K -$43.4K -1,680 -5%
MIG
491
McGuire Investment Group
Rhode Island
$786K +$68.1K +2,638 +9%
GRP
492
Global Retirement Partners
California
$782K -$103K -3,983 -12%
PP
493
Patten & Patten
Tennessee
$779K +$516 +20 +0.1%
JFM
494
Jackson Financial Management
California
$773K +$98.2K +3,806 +14%
FWM
495
Foresight Wealth Management
Utah
$765K -$260K -10,062 -26%
AF
496
Advisornet Financial
Minnesota
$765K -$20.4K -790 -3%
RFN
497
RDA Financial Network
Iowa
$764K +$731K +28,334 New
RA
498
Riverstone Advisors
Texas
$761K -$194K -7,500 -20%
FT
499
Fiduciary Trust
Massachusetts
$756K +$186K +7,197 +32%
AI
500
Accredited Investors
Minnesota
$754K +$154K +5,971 +26%

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.