We are live on ! Find out more
XLF icon

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
FFG
126
Frisch Financial Group
New York
$8.05M -$365K -14,159 -4%
SIMM
127
Stillwater Investment Management (Minnesota)
Minnesota
$7.81M +$25.2K +978 +0.3%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$7.76M +$7.8M +302,030 New
OTPPB
129
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.71M -$5.81M -225,000 -43%
FIB
130
First Interstate Bank
Montana
$7.59M +$13.6K +525 +0.2%
Cohen & Steers
131
Cohen & Steers
New York
$7.59M +$73K +2,827 +1%
CIC
132
Carnegie Investment Counsel
Ohio
$7.57M -$159K -6,160 -2%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$7.47M -$2.25M -87,125 -23%
SGM
134
Skye Global Management
Florida
$7.46M +$7.48M +290,000 New
Bank of New York Mellon
135
Bank of New York Mellon
New York
$7.29M -$2.29M -88,664 -24%
EGA
136
Eagle Global Advisors
Texas
$7.25M -$5.78M -223,977 -44%
BDS
137
Banco de Sabadell
Florida
$7.21M -$4.43M -171,581 -38%
FAM
138
Flaharty Asset Management
Florida
$7.2M +$128K +4,978 +2%
KC
139
Kepos Capital
New York
$6.99M -$23.6M -914,997 -77%
MF
140
Manchester Financial
California
$6.99M -$1.38M -53,417 -16%
SC
141
Selz Capital
New York
$6.94M +$6.97M +270,000 New
KHLMTHM
142
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.63M +$40K +1,550 +0.6%
OC
143
Oppenheimer & Co
New York
$6.61M -$4.93M -191,163 -43%
BTS
144
BB&T Securities
Virginia
$6.53M -$2.31M -89,470 -26%
APA
145
American Portfolios Advisors
New York
$6.52M -$42.2K -1,637 -0.6%
CAN
146
Cetera Advisor Networks
California
$6.42M -$491K -19,009 -7%
GFPC
147
Global Financial Private Capital
Florida
$6.36M -$438K -16,979 -6%
IA
148
IFP Advisors
Florida
$6.21M -$2.73M -105,597 -30%
CNB
149
Camden National Bank
Maine
$6.2M +$60.1K +2,328 +1%
BCI
150
Brinker Capital Investments
Pennsylvania
$6.18M +$242K +9,387 +4%

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.