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
SWM
201
Segment Wealth Management
Texas
$4.14M +$116K +4,500 +3%
CL
202
CIM LLC
New York
$4.11M +$141K +5,470 +4%
WWM
203
Willingdon Wealth Management
North Carolina
$4.01M +$71.1K +2,755 +2%
IC
204
InterOcean Capital
Illinois
$3.98M +$202K +7,819 +5%
FCI
205
Financial Counselors Inc
Kansas
$3.89M +$103K +3,988 +3%
HJA
206
Hugh Johnson Advisors
New York
$3.86M -$192K -7,427 -5%
WA
207
Winfield Associates
Ohio
$3.85M -$175K -6,775 -4%
PAMU
208
Pictet Asset Management (UK)
United Kingdom
$3.84M +$694K +26,900 +22%
CAM
209
Cypress Asset Management
Texas
$3.72M -$996K -38,585 -21%
FTS
210
Fifth Third Securities
Ohio
$3.71M +$434K +16,816 +13%
DADC
211
D.A. Davidson & Co
Montana
$3.67M -$42.6K -1,649 -1%
CBT
212
Central Bank & Trust
Kentucky
$3.63M +$3.65M +141,334 New
CT
213
Cambridge Trust
Massachusetts
$3.61M -$1.41M -54,771 -28%
IC
214
Innealta Capital
Texas
$3.59M -$4.8M -186,044 -57%
AGU
215
Alpine Group USVI
U.S. Virgin Islands
$3.58M +$3.59M +139,211 New
IA
216
IFG Advisory
Georgia
$3.56M -$302K -11,716 -8%
LWM
217
Lyell Wealth Management
California
$3.52M -$65.2K -2,525 -2%
OC
218
Oakworth Capital
Alabama
$3.51M +$9.11K +353 +0.3%
SCM
219
Southport Capital Management
Tennessee
$3.49M +$105K +4,083 +3%
NAM
220
NTV Asset Management
West Virginia
$3.47M +$10.3K +400 +0.3%
AF
221
Aldebaran Financial
$3.46M -$355K -13,755 -9%
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.45M +$82.6K +3,200 +2%
ISL
223
Ingalls & Snyder LLC
New York
$3.44M -$168K -6,490 -5%
RCP
224
Rothschild Capital Partners
New York
$3.42M -$26.4K -1,024 -0.8%
AIP
225
ARS Investment Partners
New York
$3.41M +$241K +9,339 +8%

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.