We are live on ! Find out more
XLF icon

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
EWM
801
Edge Wealth Management
New York
$200K +$51.6K +2,000 +35%
FC
802
Ferris Capital
Massachusetts
$198K +$14.8K +572 +8%
WP
803
WealthShield Partners
North Carolina
$193K -$59.3K -2,297 -23%
IWA
804
Intercontinental Wealth Advisors
Texas
$183K
KWM
805
Kingsview Wealth Management
Oregon
$180K -$476K -18,455 -72%
AIM
806
Anchor Investment Management
South Carolina
$176K +$16.8K +651 +11%
ClearBridge Investments
807
ClearBridge Investments
New York
$167K +$15.6K +604 +10%
SQA
808
Simon Quick Advisors
New Jersey
$166K -$41.1K -1,593 -20%
CIAS
809
Capital Investment Advisory Services
North Carolina
$160K -$40.9K -1,584 -20%
LPIC
810
LeJeune Puetz Investment Counsel
Michigan
$160K
LWA
811
Lenox Wealth Advisors
New York
$152K -$34.6K -1,340 -18%
ESB
812
Essex Savings Bank
Connecticut
$148K
ATC
813
Adirondack Trust Company
New York
$147K -$40K -1,550 -23%
WAM
814
Wealthspire Advisors (Maryland)
Maryland
$147K -$33.1K -1,284 -18%
HH
815
HWG Holdings
Texas
$145K +$145K +5,628 New
PAI
816
Pittenger & Anderson Inc
Nebraska
$144K -$3.87K -150 -3%
KPCM
817
Kings Point Capital Management
New York
$142K +$38.8K +1,504 +37%
SFSIG
818
San Francisco Sentry Investment Group
California
$140K -$5.94K -230 -4%
PCG
819
Private Capital Group
Connecticut
$139K -$109K -4,205 -44%
BHWM
820
Bay Harbor Wealth Management
Maryland
$139K +$18.9K +732 +16%
PCMK
821
Paragon Capital Management (Kansas)
Kansas
$138K +$138K +5,362 New
WF
822
WealthTrust Fairport
Ohio
$129K -$21.6K -837 -14%
LA
823
Legacy Advisors
Pennsylvania
$129K +$130K +5,027 New
LC
824
Lavaca Capital
Texas
$128K -$124K -4,807 -49%
KL
825
KWMG LLC
Kansas
$125K -$11.1K -432 -8%

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.