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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
AC
1001
Alley Company
Illinois
-$3.24M -136,052 Closed
MTIM
1002
Marathon Trading Investment Management
Pennsylvania
-$3.34M -129,578 Closed
BWM
1003
Biltmore Wealth Management
Arizona
-$2.97M -124,715 Closed
GAB
1004
German American Bancorp
Indiana
-$2.64M -110,801 Closed
BCM
1005
BlueCrest Capital Management
Jersey
-$2.45M -102,782 Closed
DSAM
1006
Dock Street Asset Management
Florida
-$2.42M -101,561 Closed
UF
1007
Univest Financial
Pennsylvania
-$2.09M -87,576 Closed
BCM
1008
Bluefin Capital Management
New York
-$2.26M -87,500 Closed
BCP
1009
Blue Chip Partners
Michigan
-$2.04M -85,571 Closed
CCP
1010
Corient Capital Partners
California
-$1.94M -81,505 Closed
Man Group
1011
Man Group
United Kingdom
-$1.91M -80,000 Closed
Capstone Investment Advisors
1012
Capstone Investment Advisors
New York
-$1.94M -75,000 -100%
CWM
1013
CMH Wealth Management
New Hampshire
-$1.71M -71,943 Closed
CI
1014
CX Institutional
Indiana
-$1.68M -70,381 Closed
HWA
1015
Heritage Wealth Advisors
Virginia
-$1.51M -63,462 Closed
CCM
1016
Canal Capital Management
Virginia
-$1.45M -60,686 Closed
HCM
1017
Hamlin Capital Management
New York
-$1.44M -60,500 Closed
TFA
1018
Transamerica Financial Advisors
Florida
-$1.42M -59,722 Closed
PFG
1019
Pacific Financial Group
Washington
-$1.4M -58,858 Closed
Boston Partners
1020
Boston Partners
Massachusetts
-$1.39M -58,262 Closed
SCM
1021
Snow Capital Management
Pennsylvania
-$1.37M -57,610 Closed
AFA
1022
Arlington Financial Advisors
California
-$1.32M -55,320 Closed
QAM
1023
Questar Asset Management
Minnesota
-$1.1M -46,120 Closed
NEAM
1024
New England Asset Management
Connecticut
-$1.07M -44,900 Closed
GC
1025
Gillson Capital
Illinois
-$1.06M -44,532 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.