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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
CIA
201
Capital Investment Advisors
Georgia
$678K +$44.1K +853 +6%
SFS
202
Sowell Financial Services
Arkansas
$677K +$731K +14,127 +1,195%
PG
203
Proffitt & Goodson
Tennessee
$670K +$8.33K +161 +1%
VFA
204
Valeo Financial Advisors
Indiana
$670K +$694K +13,420 +1,371%
BOM
205
Bank of Marin
California
$669K -$785K -15,181 -50%
RFO
206
RiverGlades Family Offices
Florida
$668K +$6.47K +125 +0.8%
PAG
207
Private Advisor Group
New Jersey
$666K +$72.1K +1,394 +10%
CC
208
Chanos & Company
New York
$656K -$450K -8,697 -37%
UWM
209
USAdvisors Wealth Management
Minnesota
$634K -$29.5K -571 -4%
WI
210
Wintrust Investments
Illinois
$633K +$36.2K +700 +5%
PCA
211
Peddock Capital Advisors
Massachusetts
$628K +$24.2K +467 +3%
HAS
212
HBW Advisory Services
California
$622K -$10.2K -198 -1%
DLHL
213
Donald L. Hagan LLC
Florida
$615K -$218K -4,224 -25%
MWM
214
MinichMacGregor Wealth Management
New York
$615K +$669K +12,937 New
AF
215
Arrow Financial
New York
$608K -$4.66K -90 -0.7%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$591K
IWC
217
Integrated Wealth Concepts
Massachusetts
$590K -$2.13M -41,107 -76%
PP
218
Patten & Patten
Tennessee
$588K +$148K +2,865 +27%
CG
219
Colony Group
Massachusetts
$586K -$113K -2,184 -14%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$581K -$183K -3,529 -21%
HTC
221
Haverford Trust Company
Pennsylvania
$580K +$53.6K +1,036 +9%
SWP
222
Stratos Wealth Partners
Ohio
$580K +$678K +13,103 New
5L
223
55I LLC
Massachusetts
$577K -$710K -13,720 -53%
LA
224
LVW Advisors
New York
$576K +$40.3K +780 +6%
B
225
Bailard
California
$566K

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.