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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
TA
651
Trellis Advisors
Washington
$393K
TFF
652
The Family Firm
Maryland
$393K +$1.75K +68 +0.4%
BO
653
BRR OpCo
Ohio
$393K +$394K +15,270 New
SC
654
Slow Capital
California
$392K +$9.91K +384 +3%
DI
655
Diligent Investors
California
$386K -$5.16K -200 -1%
QCG
656
Quadrant Capital Group
Ohio
$385K
SBIA
657
Sheaff Brock Investment Advisors
Indiana
$383K +$103 +4 +0%
BAM
658
Berkshire Asset Management
Pennsylvania
$382K -$33.6K -1,300 -8%
CAN
659
Claraphi Advisory Network
United States
$379K -$673K -26,071 -64%
ECM
660
Exchange Capital Management
Michigan
$379K -$45.2K -1,753 -11%
SCCM
661
Schafer Cullen Capital Management
New York
$377K -$45.7M -1,772,339 -99%
WVP
662
Worth Venture Partners
New Jersey
$374K -$108K -4,202 -22%
TFS
663
TrustCore Financial Services
Tennessee
$372K
B
664
Brightworth
Georgia
$372K +$374K +14,485 New
DI
665
DFPG Investments
Utah
$371K -$91.1K -3,529 -20%
MPIA
666
Mountain Pacific Investment Advisers
Idaho
$368K
CL
667
CPWM LLC
Washington
$365K -$39.2K -1,519 -10%
HA
668
Harborview Advisors
Maine
$364K +$25.8K +1,000 +8%
SC
669
SouthState Corp
Florida
$363K +$78.1K +3,025 +27%
WAP
670
Wealthcare Advisory Partners
Pennsylvania
$361K -$132K -5,112 -27%
TW
671
TrinityPoint Wealth
Connecticut
$361K -$18.2K -705 -5%
RIA
672
Regal Investment Advisors
Michigan
$360K -$2.37K -92 -0.7%
SCM
673
Stellar Capital Management
Arizona
$360K +$12.3K +475 +4%
VAG
674
VisionPoint Advisory Group
Texas
$359K +$360K +13,956 New
ONST
675
Old North State Trust
North Carolina
$358K +$310K +12,000 +618%

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.