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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
Nordea Investment Management
76
Nordea Investment Management
Sweden
$20.3M +$2.98M +115,330 +17%
AFG
77
Albion Financial Group
Utah
$20M +$79.8K +3,090 +0.4%
Wolverine Trading
78
Wolverine Trading
Illinois
$19.9M +$19.1M +739,453 +2,059%
KHLMVGHM
79
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9M
Baird Financial Group
80
Baird Financial Group
Wisconsin
$19.1M +$452K +17,505 +2%
PAG
81
Private Advisor Group
New Jersey
$19M -$3.07M -119,041 -14%
AIM
82
Astor Investment Management
Illinois
$18.8M -$1.82M -70,513 -9%
BOPW
83
Brandywine Oak Private Wealth
Pennsylvania
$18.7M +$2.43M +94,189 +15%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$18.6M +$18.7M +723,267 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$16.5M +$903K +34,982 +6%
SGAM
86
Steinberg Global Asset Management
Florida
$16M -$30.1K -1,166 -0.2%
ACM
87
Azimuth Capital Management
Michigan
$15.7M -$5.82M -225,349 -27%
SL
88
Salomon & Ludwin
Virginia
$14.9M -$699K -27,073 -4%
UCFA
89
United Capital Financial Advisors
Texas
$14.5M -$8.46M -327,826 -37%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$14.5M -$140K -5,416 -1%
FA
91
FDx Advisors
Illinois
$14.1M -$117K -4,528 -0.8%
RIG
92
RiverFront Investment Group
Virginia
$13.5M -$478K -18,528 -3%
AA
93
ALPS Advisors
Colorado
$13.5M -$496K -19,232 -4%
BPC
94
Banque Pictet & Cie
Switzerland
$12.7M -$25M -966,873 -66%
BHWM
95
Bar Harbor Wealth Management
New Hampshire
$12.5M -$345K -13,379 -3%
MCM
96
Murphy Capital Management
New Jersey
$12.3M +$351K +13,598 +3%
TAM
97
Tocqueville Asset Management
New York
$11.9M -$35.4K -1,370 -0.3%
CWM
98
Circle Wealth Management
New Jersey
$11.6M +$109K +4,209 +0.9%
V
99
Veritable
Delaware
$11.6M +$68.4K +2,649 +0.6%
UAS
100
United Asset Strategies
New York
$11.1M +$356K +13,798 +3%

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.