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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
PWAC
101
Private Wealth Advisors (California)
California
$11M +$297K +11,512 +3%
Axa
102
Axa
France
$10.9M
AL
103
Aspiriant LLC
California
$10.9M -$1.47K -57 -0%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$10.8M -$973K -37,694 -8%
ECM
105
Element Capital Management
New York
$10.3M +$10.4M +401,769 New
TC
106
Trust Company
Kansas
$10.3M +$1.29M +50,104 +14%
VFPI
107
Vantage Financial Partners (Illinois)
Illinois
$10.1M -$173K -6,700 -2%
Allianz Asset Management
108
Allianz Asset Management
Germany
$10M +$10.1M +389,432 New
PI
109
PFS Investments
Georgia
$9.98M +$851K +32,979 +9%
ACM
110
Aviance Capital Management
Florida
$9.63M +$1.92M +74,455 +25%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$9.61M +$9.65M +373,793 New
BAAM
112
Baker Avenue Asset Management
California
$9.61M -$657K -25,462 -6%
CWM
113
Campbell Wealth Management
Virginia
$9.56M +$652K +25,270 +7%
CGA
114
Crescent Grove Advisors
Illinois
$9.43M -$814K -31,532 -8%
EWA
115
Evolution Wealth Advisors
Florida
$9.4M -$3.92M -151,970 -29%
B
116
Bailard
California
$9.26M -$125K -4,848 -1%
CCA
117
Clearwater Capital Advisors
Illinois
$9.24M -$1.49M -57,679 -14%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$9.03M -$1.05M -40,703 -10%
AIP
119
Ameritas Investment Partners
Nebraska
$8.95M +$1.39M +53,900 +18%
CI
120
Cavalier Investments
Georgia
$8.41M -$8.92M -345,451 -51%
JCM
121
Julex Capital Management
Massachusetts
$8.41M -$11.6M -447,542 -58%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$8.27M +$4.72M +182,740 +132%
VDFA
123
Vickerman & Driscoll Financial Advisors
Washington
$8.18M +$207K +8,028 +3%
PFO
124
Pathstone Family Office
New Jersey
$8.13M +$6.19M +239,962 +315%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$8.09M +$8.13M +314,817 New

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.