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State Street Financial Select Sector SPDR ETF

994 hedge funds and large institutions have $12B invested in State Street Financial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 331 increasing their positions, 400 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 112

2% more funds holding

Funds holding: 972994 (+22)

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$331M)

2.72% less ownership

Funds ownership: 75.58%72.86% (-2.7%)

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

17% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 400

23% less call options, than puts

Call options by funds: $4.06B | Put options by funds: $5.26B

Holders
994
Holders Change
+22
Holders Change %
+2.26%
% of All Funds
20.38%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.72%
New
143
Increased
331
Reduced
400
Closed
112
Calls
$4.06B
Puts
$5.26B
Net Calls
-$1.21B
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
226
Mariner
Kansas
$2.83M -$390K -17,167 -12%
BS
227
Banco Santander
Spain
$2.83M -$45.4K -2,001 -2%
AWM
228
Atticus Wealth Management
Florida
$2.82M +$1.52M +66,965 +122%
TF
229
TIAA FSB
Florida
$2.8M -$169K -7,442 -6%
EH
230
Equitable Holdings
New York
$2.79M -$1.21M -53,429 -31%
GC
231
GFG Capital
Florida
$2.79M -$17.6K -775 -0.6%
FWCM
232
Ferguson Wellman Capital Management
Oregon
$2.75M -$152K -6,700 -5%
JSMC
233
Jess S. Morgan & Co
California
$2.75M +$41.1K +1,808 +2%
LWANC
234
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.73M -$208K -9,157 -7%
CCT
235
Chemung Canal Trust
New York
$2.71M -$1.06M -46,637 -28%
KPF
236
K2 Principal Fund
Ontario, Canada
$2.66M +$2.61M +115,000 New
BHB
237
Bank Hapoalim BM
Israel
$2.66M +$1.08M +47,341 +70%
AWM
238
Argent Wealth Management
Massachusetts
$2.66M +$2.4M +105,892 New
APA
239
American Portfolios Advisors
New York
$2.65M -$204K -8,974 -7%
Fidelity International
240
Fidelity International
Bermuda
$2.64M -$40.3K -1,774 -2%
GLA
241
Great Lakes Advisors
Illinois
$2.63M -$13.5K -595 -0.5%
TW
242
TrinityPoint Wealth
Connecticut
$2.62M +$1.27M +55,884 +97%
Janus Henderson Group
243
Janus Henderson Group
United Kingdom
$2.57M +$2.52M +110,991 New
ACA
244
Atlas Capital Advisors
Wyoming
$2.54M +$217K +9,578 +10%
HCP
245
Holt Capital Partners
Texas
$2.54M -$268K -11,810 -10%
CTC
246
Central Trust Company
Missouri
$2.5M -$242K -10,663 -9%
PAMU
247
Pictet Asset Management (UK)
United Kingdom
$2.49M -$1.04M -46,000 -30%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$2.47M
SCM
249
Southport Capital Management
Tennessee
$2.45M -$4.86K -214 -0.2%
SPIA
250
Steward Partners Investment Advisory
New York
$2.41M -$292K -12,862 -11%

XLF Hedge Fund Activity: Q2 2020 in Review

994 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2020, worth a combined $12B — up 2.9% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLF positions and 112 closed out — a net gain of 31 holders — while 331 added to existing stakes and 400 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $504M. The largest seller was Morgan Stanley, cutting an estimated $776M.

  • 994 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2020, up from 972 in Q1 2020.
  • Funds reported $12B of State Street Financial Select Sector SPDR ETF stock for Q2 2020, up 2.9% quarter-over-quarter.
  • 143 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2020 and 112 closed out, a net change of +31 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $504M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2020.