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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
SBH
576
Segall Bryant & Hamill
Illinois
$542K +$2.79K +108 +0.5%
ACM
577
Allred Capital Management
Texas
$541K +$81.4K +3,155 +18%
PWM
578
Paulson Wealth Management
Illinois
$540K -$171K -6,611 -24%
PMG
579
ProVise Management Group
Florida
$539K -$25.8K -1,000 -5%
SPI
580
Santori & Peters Inc
Pennsylvania
$539K +$16K +619 +3%
CA
581
Continuum Advisory
Idaho
$526K -$619 -24 -0.1%
WPW
582
Waldron Private Wealth
Pennsylvania
$526K
BC
583
Brinker Capital
Pennsylvania
$524K -$326K -12,620 -38%
TA
584
Tiedemann Advisors
New York
$512K
Mercer Global Advisors
585
Mercer Global Advisors
Colorado
$512K +$514K +19,903 New
CAGAS
586
Capital Advisory Group Advisory Services
Minnesota
$511K -$18K -699 -3%
NFG
587
Next Financial Group
Texas
$509K -$1.43M -55,587 -74%
NFH
588
NEXT Financial Holdings
Texas
$509K +$511K +19,812 New
BCA
589
Bray Capital Advisors
Florida
$506K +$25.2K +975 +5%
ARG
590
Advisory Resource Group
Oklahoma
$506K +$53.1K +2,059 +12%
SWA
591
Stratos Wealth Advisors
Ohio
$504K +$15K +580 +3%
SIM
592
Sterling Investment Management
Arizona
$503K +$5.88K +228 +1%
KLCM
593
KG&L Capital Management
Louisiana
$502K -$101K -3,925 -17%
MLL
594
Moody Lynn & Lieberson
Massachusetts
$501K -$37.2K -1,442 -7%
EDRH
595
Edmond de Rothschild Holding
Switzerland
$498K -$992K -38,449 -66%
VWM
596
Valley Wealth Managers
New Jersey
$498K -$379K -14,691 -43%
DC
597
Davenport & Co
Virginia
$498K -$234K -9,055 -32%
AG
598
Appleton Group
Wisconsin
$487K +$489K +18,933 New
SFA
599
Sequoia Financial Advisors
Ohio
$486K +$201K +7,798 +70%
SWM
600
SeaCrest Wealth Management
New York
$480K -$16.5K -639 -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.