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State Street Financial Select Sector SPDR ETF

970 hedge funds and large institutions have $11.7B invested in State Street Financial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 285 increasing their positions, 431 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $12B → $11.7B (-$258M)

8% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 108

1.75% less ownership

Funds ownership: 72.86%71.11% (-1.7%)

3% less funds holding

Funds holding: 995970 (-25)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

28% less call options, than puts

Call options by funds: $3.54B | Put options by funds: $4.94B

34% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 431

Holders
970
Holders Change
-25
Holders Change %
-2.51%
% of All Funds
19.57%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.59%
New
99
Increased
285
Reduced
431
Closed
108
Calls
$3.54B
Puts
$4.94B
Net Calls
-$1.4B
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAGDF
226
Moneda SA Administradora General de Fondos
Chile
$2.72M +$293K +12,028 +12%
TNB
227
TCF National Bank
South Dakota
$2.72M -$1.11M -45,554 -29%
GLA
228
Great Lakes Advisors
Illinois
$2.67M -$64.7K -2,662 -2%
TW
229
TrinityPoint Wealth
Connecticut
$2.66M -$69.1K -2,843 -3%
TF
230
TIAA FSB
Florida
$2.62M -$293K -12,028 -10%
APA
231
American Portfolios Advisors
New York
$2.62M -$140K -5,770 -5%
HCP
232
Holt Capital Partners
Texas
$2.61M -$24.3K -1,000 -0.9%
CI
233
Cavalier Investments
Georgia
$2.6M +$2.63M +108,000 New
SG
234
Swarthmore Group
Pennsylvania
$2.58M +$2.33M +95,750 +825%
AWM
235
Atticus Wealth Management
Florida
$2.56M -$375K -15,428 -13%
SCM
236
Southport Capital Management
Tennessee
$2.54M -$900 -37 -0%
CTC
237
Central Trust Company
Missouri
$2.54M -$62.3K -2,560 -2%
MAM
238
Marquette Asset Management
Minnesota
$2.48M
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$2.47M
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$2.44M -$12.2K -500 -0.5%
RSWM
241
Robertson Stephens Wealth Management
California
$2.43M -$2.1M -86,260 -46%
LWANC
242
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.43M -$415K -17,063 -14%
Capital Fund Management (CFM)
243
Capital Fund Management (CFM)
France
$2.41M +$2.44M +100,184 New
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$2.39M +$110K +4,541 +5%
MC
245
Martin & Co
Tennessee
$2.38M -$14.5K -595 -0.6%
BRG
246
Bay Rivers Group
Virginia
$2.38M -$45.5K -1,872 -2%
TI
247
Trexquant Investment
Connecticut
$2.37M +$1.44M +59,376 +152%
WP
248
WealthPLAN Partners
Nebraska
$2.37M -$23.2K -953 -1%
NSIM
249
North Star Investment Management
Illinois
$2.36M +$191K +7,863 +9%
BPC
250
Banque Pictet & Cie
Switzerland
$2.33M +$85.1K +3,500 +4%

XLF Hedge Fund Activity: Q3 2020 in Review

970 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2020, worth a combined $11.7B — down 2.2% from $12B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of XLF and 99 opened new positions — a net loss of 9 holders — while 431 trimmed existing stakes and 285 added.

The largest buyer was Barclays, adding an estimated $262M. The largest seller was Altshuler Shaham, cutting an estimated $434M.

  • 970 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2020, down from 995 in Q2 2020.
  • Funds reported $11.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 99 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2020 and 108 closed out, a net change of -9 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2020 was Barclays, an estimated $262M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2020 was Altshuler Shaham, an estimated $434M sold.

Based on aggregated 13F filings for Q3 2020.