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State Street Financial Select Sector SPDR ETF

988 hedge funds and large institutions have $14.3B invested in State Street Financial Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 250 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 67

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

1% more funds holding

Funds holding: 977988 (+11)

1.42% less ownership

Funds ownership: 65.96%64.55% (-1.4%)

9% less capital invested

Capital invested by funds: $15.8B → $14.3B (-$1.42B)

49% less repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 486

67% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $5.02B

Holders
988
Holders Change
+11
Holders Change %
+1.13%
% of All Funds
21.66%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.34%
New
87
Increased
250
Reduced
486
Closed
67
Calls
$1.68B
Puts
$5.02B
Net Calls
-$3.35B
Net Calls Change
-$453M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
251
People's United Financial
Connecticut
$2.7M -$421K -15,243 -14%
LCM
252
Lucas Capital Management
New Jersey
$2.68M +$43.8K +1,585 +2%
PWSG
253
Pacific Wealth Strategies Group
California
$2.67M +$145K +5,258 +6%
RIL
254
Rothschild Investment LLC
Illinois
$2.66M -$5.49K -199 -0.2%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$2.65M +$2.15M +77,931 +469%
ISL
256
Ingalls & Snyder LLC
New York
$2.64M -$753K -27,280 -22%
WA
257
WP Advisors
California
$2.64M -$19.1K -693 -0.7%
GWM
258
Greenwich Wealth Management
Connecticut
$2.63M -$120K -4,333 -4%
GSWM
259
Golden State Wealth Management
California
$2.62M -$26.1K -944 -1%
SS
260
Simplicity Solutions
Minnesota
$2.61M +$1.01M +36,758 +65%
BB
261
Busey Bank
Illinois
$2.59M +$54K +1,955 +2%
ACPU
262
Arrowgrass Capital Partners (US)
Delaware
$2.58M
RWP
263
RWA Wealth Partners
Massachusetts
$2.58M +$2.54M +92,057 New
TCM
264
Telos Capital Management
California
$2.55M +$748K +27,085 +42%
6M
265
6 Meridian
Kansas
$2.55M +$856 +31 +0%
PFA
266
Paradigm Financial Advisors
Missouri
$2.52M -$709K -25,695 -22%
CT
267
Cambridge Trust
Massachusetts
$2.48M -$118K -4,292 -5%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$2.47M
NCM
269
Nelson Capital Management
California
$2.46M +$19.2K +696 +0.8%
AF
270
Alerus Financial
North Dakota
$2.46M +$2.43M +87,974 New
AIM
271
AMI Investment Management
Indiana
$2.46M +$340K +12,333 +16%
BCM
272
Barometer Capital Management
Ontario, Canada
$2.44M +$2.41M +87,300 New
WJWM
273
Williams Jones Wealth Management
New York
$2.44M +$2.4M +86,976 New
WP
274
WealthPLAN Partners
Nebraska
$2.42M -$56.9K -2,061 -2%
LCH
275
Lee Capital Holdings
New York
$2.36M -$122K -4,409 -5%

XLF Hedge Fund Activity: Q3 2019 in Review

988 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2019, worth a combined $14.3B — down 9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new XLF positions and 67 closed out — a net gain of 20 holders — while 250 added to existing stakes and 486 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $276M. The largest seller was Bank of America, cutting an estimated $1.16B.

  • 988 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2019, up from 977 in Q2 2019.
  • Funds reported $14.3B of State Street Financial Select Sector SPDR ETF stock for Q3 2019, down 9% quarter-over-quarter.
  • 87 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2019 and 67 closed out, a net change of +20 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $276M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2019 was Bank of America, an estimated $1.16B sold.

Based on aggregated 13F filings for Q3 2019.