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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
EAM
976
Eukles Asset Management
Ohio
$1K
GTAM
977
Global Trust Asset Management
Florida
$1K
MSA
978
Marino Stram & Associates
Massachusetts
$1K
PWM
979
PRW Wealth Management
Massachusetts
$1K
Koshinski Asset Management
980
Koshinski Asset Management
Illinois
$939 -$345K -13,382 -27%
CT
981
Chicago Trust
Illinois
$314 +$315K +12,214 New
SFFS
982
Stonehage Fleming Financial Services
Jersey
$138 +$138K +5,358 New
CM
983
Capula Management
Cayman Islands
-$62.4M -2,620,759 Closed
Mirae Asset Global Investments
984
Mirae Asset Global Investments
South Korea
-$22.2M -930,519 Closed
UOC
985
UBS O'Connor
Illinois
-$19.1M -800,000 Closed
Simplex Trading
986
Simplex Trading
Illinois
-$18.2M -762,502 Closed
MTB
987
Mizuho Trust & Banking
Japan
-$14.8M -620,000 Closed
EC
988
Estate Counselors
Wisconsin
-$13.2M -552,780 Closed
QFA
989
Quattro Financial Advisors
Texas
-$12.8M -503,504 Closed
Loomis, Sayles & Company
990
Loomis, Sayles & Company
Massachusetts
-$9.8M -411,415 Closed
SCM
991
Stevens Capital Management
Pennsylvania
-$8.13M -341,457 Closed
SGDR
992
SPX Gestao de Recursos
Brazil
-$7.7M -323,400 Closed
SPL
993
Smart Portfolios LLC
Washington
-$5.17M -216,957 Closed
FI
994
FormulaFolio Investments
Michigan
-$5.5M -199,323 Closed
WMSA
995
Weiss Multi-Strategy Advisers
New York
-$4.57M -192,000 Closed
MUAMU
996
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$4.29M -180,000 Closed
TI
997
Telemetry Investments
New York
-$4.17M -175,000 Closed
RCG
998
Rock Creek Group
District of Columbia
-$4.12M -172,858 Closed
SGCA
999
Steel Grove Capital Advisors
Tennessee
-$3.57M -149,792 Closed
RCM
1000
RNC Capital Management
California
-$3.37M -141,511 Closed

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.