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State Street Communication Services Select Sector SPDR ETF

395 hedge funds and large institutions have $5.51B invested in State Street Communication Services Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 164 increasing their positions, 112 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 112

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

1.43% less ownership

Funds ownership: 85.34%83.91% (-1.4%)

5% less capital invested

Capital invested by funds: $5.81B → $5.51B (-$300M)

7% less funds holding

Funds holding: 423395 (-28)

21% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $37.1M

24% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 88

Holders
395
Holders Change
-28
Holders Change %
-6.62%
% of All Funds
8.7%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
67
Increased
164
Reduced
112
Closed
88
Calls
$29.3M
Puts
$37.1M
Net Calls
-$7.88M
Net Calls Change
+$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Advisory Alpha
Michigan
$4.05M +$4.21M +81,471 +2,808%
FEG
77
Financial Enhancement Group
Indiana
$3.93M +$4.6M +88,921 New
TF
78
Trek Financial
Arizona
$3.88M -$550K -10,627 -11%
CIC
79
Carnegie Investment Counsel
Ohio
$3.76M +$246K +4,757 +6%
GL
80
Graypoint LLC
New York
$3.73M +$4.37M +84,406 New
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$3.73M -$5.89M -113,780 -57%
EPWM
82
Essex Private Wealth Management
Massachusetts
$3.68M +$283K +5,465 +7%
TSS
83
Two Sigma Securities
New York
$3.61M +$2.83M +54,687 +204%
SMG
84
Spectrum Management Group
Indiana
$3.55M -$357K -6,900 -8%
RFC
85
Regions Financial Corp
Alabama
$3.54M +$4.14M +79,951 New
PF
86
Phoenix Financial
Israel
$3.48M -$73.3K -1,417 -2%
JIR
87
James Investment Research
Ohio
$3.43M +$2.3M +44,384 +134%
CF
88
Centaurus Financial
California
$3.42M +$3.73M +72,162 +1,372%
BAM
89
Brave Asset Management
New Jersey
$3.42M -$179K -3,454 -4%
BHWM
90
Bar Harbor Wealth Management
New Hampshire
$3.37M +$2.48M +47,995 +170%
IC
91
Innealta Capital
Texas
$3.37M +$781K +15,101 +25%
RSWM
92
Robertson Stephens Wealth Management
California
$3.24M +$2.83M +54,727 +295%
FIA
93
Foundations Investment Advisors
Arizona
$3.22M +$3.93M +75,903 New
HCMNY
94
Howard Capital Management (New York)
New York
$2.94M -$80.2K -1,550 -2%
PWSG
95
Pacific Wealth Strategies Group
California
$2.88M +$3.15M +60,934 +1,432%
AIP
96
ARS Investment Partners
New York
$2.85M +$382K +7,379 +13%
OC
97
Oppenheimer & Co
New York
$2.81M +$1.14M +22,079 +53%
CIM
98
Confluence Investment Management
Missouri
$2.81M +$3.28M +63,431 New
FMC
99
First Merchants Corp
Indiana
$2.77M +$600K +11,603 +23%
Lido Advisors
100
Lido Advisors
California
$2.72M -$187K -3,614 -6%

XLC Hedge Fund Activity: Q1 2020 in Review

395 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Communication Services Select Sector SPDR ETF (XLC) for Q1 2020, worth a combined $5.51B — down 5.2% from $5.81B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of XLC and 67 opened new positions — a net loss of 21 holders — while 112 trimmed existing stakes and 164 added.

The largest buyer was Wells Fargo, adding an estimated $365M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $77.6M.

  • 395 institutional investors held State Street Communication Services Select Sector SPDR ETF (XLC) as of Q1 2020, down from 423 in Q4 2019.
  • Funds reported $5.51B of State Street Communication Services Select Sector SPDR ETF stock for Q1 2020, down 5.2% quarter-over-quarter.
  • 67 funds opened new State Street Communication Services Select Sector SPDR ETF positions in Q1 2020 and 88 closed out, a net change of -21 holders.
  • The largest State Street Communication Services Select Sector SPDR ETF buyer in Q1 2020 was Wells Fargo, an estimated $365M added.
  • The largest State Street Communication Services Select Sector SPDR ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $77.6M sold.

Based on aggregated 13F filings for Q1 2020.