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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
MWA
701
Meridian Wealth Advisors
Texas
$318K -$12.9K -500 -4%
ECM
702
Elgethun Capital Management
South Dakota
$313K +$28.5K +1,105 +10%
BFG
703
Bouchey Financial Group
New York
$310K
S
704
SignatureFD
Georgia
$308K -$18.7K -726 -6%
MAM
705
Meeder Asset Management
Ohio
$305K +$85.8K +3,324 +39%
RT
706
Rockland Trust
Massachusetts
$304K -$220K -8,538 -42%
SIC
707
Sigma Investment Counselors
Michigan
$304K -$45.2K -1,750 -13%
ACM
708
AlphaStar Capital Management
North Carolina
$300K +$1.11K +43 +0.4%
MMA
709
Miracle Mile Advisors
California
$298K +$300K +11,610 New
AIM
710
Aspen Investment Management
Michigan
$292K
WMA
711
Wealth Management Associates
New Jersey
$290K -$29.6K -1,147 -9%
HWA
712
HCR Wealth Advisors
California
$289K -$488K -18,906 -63%
NFG
713
Nations Financial Group
Iowa
$289K +$34.5K +1,338 +13%
RCAG
714
Rehmann Capital Advisory Group
Michigan
$288K +$247K +9,563 +580%
FMTCOCP
715
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$288K -$492K -19,065 -63%
FLPIM
716
F.L. Putnam Investment Management
Massachusetts
$283K -$56.5K -2,189 -17%
PGWM
717
Parisi Gray Wealth Management
New Jersey
$282K -$1.08M -42,019 -79%
11A
718
10-15 Associates
New York
$280K -$1.84M -71,405 -87%
WPC
719
White Pine Capital
Minnesota
$280K -$3.48K -135 -1%
MWM
720
Mission Wealth Management
California
$280K +$281K +10,883 New
IAMOG
721
Investors Asset Management of Georgia
Georgia
$279K +$2.71K +105 +1%
CAM
722
Carret Asset Management
New York
$278K +$3.61K +140 +1%
LWM
723
Lyons Wealth Management
Florida
$278K +$8K +310 +3%
VWM
724
Venturi Wealth Management
Texas
$277K -$3.29M -127,414 -92%
VR
725
Viridian RIA
Washington
$277K -$419K -16,227 -60%

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.