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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
BWL
901
Bogart Wealth LLC
Virginia
$25K
WA
902
WP Advisors
California
$24.3K -$23.7K -920 -1%
FCMT
903
Founders Capital Management (Texas)
Texas
$24K
FNC
904
First National Corp
Massachusetts
$24K +$52 +2 +0.2%
TA
905
TCG Advisors
Texas
$23K +$23.3K +903 New
JPLA
906
Joseph P. Lucia & Associates
New York
$21.8K +$15M +581,719 New
DPA
907
Delphi Private Advisors
California
$21K -$6.66K -258 -24%
DWA
908
Dougherty Wealth Advisers
Minnesota
$21K
AIL
909
AGF Investments LLC
Ontario, Canada
$21K +$4.1K +159 +25%
CH
910
Canton Hathaway
Rhode Island
$21K +$21.6K +835 New
CAL
911
Capital Analysts LLC
Pennsylvania
$20K -$39.4K -1,526 -65%
PCFFS
912
Pacific Center for Financial Services
California
$20K -$24.1K -935 -55%
LPWM
913
Lake Point Wealth Management
Texas
$20K -$5.32K -206 -22%
AWM
914
Avior Wealth Management
Nebraska
$19K -$10.5K -405 -35%
AIA
915
Alera Investment Advisors
Illinois
$19K +$26 +1 +0.1%
AF
916
Allworth Financial
California
$19K +$8.65K +335 +79%
FRA
917
Front Row Advisors
California
$18K
HCM
918
Highlander Capital Management
New Jersey
$18K
TIM
919
Tortoise Investment Management
New York
$18K
BAMG
920
Brand Asset Management Group
Missouri
$18K +$17.7K +687 New
QCIG
921
Quad-Cities Investment Group
Iowa
$17K +$155 +6 +0.9%
CHP
922
Cable Hill Partners
Oregon
$15K
CB
923
Community Bank
New York
$15K
RE
924
RBC Europe
United Kingdom
$14.1K
First Manhattan
925
First Manhattan
New York
$14K -$26 -1 -0.2%

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.