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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
IF
826
Ironwood Financial
Arizona
$123K -$12.9K -500 -9%
ED
827
Exane Derivatives
France
$118K
GCM
828
Gables Capital Management
Florida
$118K -$10.3K -400 -8%
ACM
829
AUA Capital Management
Pennsylvania
$118K
BWM
830
BerganKDV Wealth Management
Minnesota
$118K
BG
831
Bollard Group
Massachusetts
$117K +$594 +23 +0.5%
LC
832
Lindbrook Capital
California
$115K
LHC
833
Little House Capital
Massachusetts
$113K +$113K +4,396 New
EWM
834
Executive Wealth Management
Michigan
$109K
NCM
835
Next Capital Management
New York
$104K
LWS
836
Lucia Wealth Services
California
$103K +$25.8K +1,000 +33%
SIM
837
Sonora Investment Management
Arizona
$102K +$23.4K +905 +29%
AIC
838
Archer Investment Corporation
Indiana
$100K +$65.5K +2,537 +190%
MA
839
MCF Advisors
Kentucky
$98K -$365K -14,146 -79%
ZB
840
Zions Bancorporation
Utah
$95K +$95.9K +3,714 New
CMBA
841
C.M. Bidwell & Associates
Hawaii
$93K
WOC
842
West Oak Capital
California
$89K
WCM
843
Whitener Capital Management
North Carolina
$89K
BBPWM
844
Blue Bell Private Wealth Management
Pennsylvania
$84K
RFA
845
Reilly Financial Advisors
California
$84K
BWA
846
BDO Wealth Advisors
Florida
$83K -$12.9K -500 -13%
TL
847
TrueWealth LLC
Georgia
$83K +$22.9K +886 +38%
AIM
848
Axiom Investment Management
New York
$82K -$194K -7,500 -70%
ME
849
McIlrath & Eck
Washington
$82K -$15.4K -597 -16%
AA
850
AlphaMark Advisors
Kentucky
$80K -$13.6K -525 -14%

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.