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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
DBRC
526
D.B. Root & Company
Pennsylvania
$661K -$75.7K -2,934 -10%
PFPT
527
Pinnacle Financial Partners (Tennessee)
Tennessee
$658K -$130K -5,047 -16%
HB
528
Homrich & Berg
Georgia
$658K +$77.8K +3,013 +13%
BAM
529
Brave Asset Management
New Jersey
$655K +$28.8K +1,114 +5%
Chevy Chase Trust
530
Chevy Chase Trust
Maryland
$654K -$555K -21,506 -48%
WEC
531
Winslow Evans & Crocker
Massachusetts
$654K +$147K +5,696 +29%
FNBT
532
FineMark National Bank & Trust
Florida
$652K -$7.56K -293 -1%
HL
533
HeadInvest LLC
Maine
$651K -$798K -30,938 -55%
NCM
534
Novare Capital Management
North Carolina
$651K -$512K -19,831 -44%
TC
535
TownSquare Capital
Utah
$650K +$341K +13,220 +109%
Nomura Holdings
536
Nomura Holdings
Japan
$648K -$17.3M -670,374 -96%
GA
537
Greytown Advisors
Florida
$648K -$396K -15,332 -38%
SSB
538
Sandy Spring Bank
Maryland
$646K -$114K -4,425 -15%
PSG
539
Planning Solutions Group
Maryland
$645K -$45.2K -1,752 -7%
SSA
540
Schonfeld Strategic Advisors
New York
$643K +$645K +25,000 New
SHJ
541
Sharkey, Howes & Javer
Colorado
$641K
Truist Financial
542
Truist Financial
North Carolina
$641K +$40.3K +1,561 +7%
VLC
543
Van Leeuwen & Company
New Jersey
$633K +$5.68K +220 +0.9%
MOS
544
MGO One Seven
Ohio
$628K -$79.8K -3,090 -11%
GIM
545
Goelzer Investment Management
Indiana
$626K +$723 +28 +0.1%
DCM
546
Donaldson Capital Management
Indiana
$621K -$50.6K -1,960 -8%
EB
547
Eastern Bank
Massachusetts
$620K -$531K -20,555 -46%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$620K -$213K -8,259 -26%
RG
549
Rikoon Group
New Mexico
$618K -$33.2K -1,288 -5%
CCM
550
Covington Capital Management
California
$617K

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.