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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
AFP
676
Ausdal Financial Partners
Iowa
$355K +$27.8K +1,077 +8%
MCM
677
Maryland Capital Management
Maryland
$354K -$45.3K -1,754 -11%
CWA
678
Clarus Wealth Advisors
Arizona
$352K -$5.11K -198 -1%
APC
679
Aspire Private Capital
North Carolina
$351K -$6.27K -243 -2%
BA
680
Boston Advisors
Massachusetts
$346K -$196K -7,609 -36%
FFG
681
Fortem Financial Group
California
$343K -$1.38M -53,555 -80%
TC
682
Telemus Capital
Michigan
$341K -$150K -5,807 -30%
PCM
683
Pointe Capital Management
Michigan
$339K +$10.6K +412 +3%
AWM
684
Aries Wealth Management
Maine
$339K +$117K +4,548 +53%
AWA
685
ARS Wealth Advisors
Florida
$338K -$6.79K -263 -2%
PWS
686
Peloton Wealth Strategists
Indiana
$337K -$2.04M -78,977 -86%
GPC
687
Glacier Peak Capital
Washington
$336K -$22.9K -886 -6%
SS
688
Sunbelt Securities
Texas
$336K -$7.72K -299 -2%
ICM
689
IMS Capital Management
Oregon
$336K -$4.49K -174 -1%
AWA
690
Acorn Wealth Advisors
Michigan
$329K +$490 +19 +0.2%
IFAM
691
Institutional & Family Asset Management
Colorado
$326K -$13.8K -533 -4%
DWM
692
Doyle Wealth Management
Florida
$325K -$10.1K -392 -3%
C
693
Cerebellum
California
$324K +$325K +12,606 New
FWSM
694
First Wilshire Securities Management
California
$323K
UFF
695
USA Financial Formulas
Michigan
$322K -$6.99K -271 -2%
Legal & General Group
696
Legal & General Group
United Kingdom
$321K +$323K +12,500 New
BFS
697
Bradley Foster & Sargent
Connecticut
$320K
BWM
698
Brickley Wealth Management
California
$320K
FNBOSM
699
First National Bank of South Miami
Florida
$320K
SIA
700
Strategic Investment Advisors
Michigan
$320K +$96.3K +3,731 +43%

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.