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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
MAM
251
Marquette Asset Management
Minnesota
$2.39M +$815K +35,900 +53%
AAIM
252
Asset Advisors Investment Management
Georgia
$2.36M -$268K -11,800 -10%
WS
253
Wela Strategies
Georgia
$2.36M +$2.31M +101,859 New
Toronto Dominion Bank
254
Toronto Dominion Bank
Ontario, Canada
$2.35M -$2.25M -99,000 -49%
BRG
255
Bay Rivers Group
Virginia
$2.33M +$2.29M +100,746 New
Asset Management One
256
Asset Management One
Japan
$2.32M +$2.28M +100,400 New
MA
257
Modus Advisors
Minnesota
$2.31M +$2.27M +99,755 New
MC
258
Martin & Co
Tennessee
$2.3M -$22.6K -995 -1%
PWAP
259
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.28M -$23.3K -1,024 -1%
GM
260
GeoWealth Management
Illinois
$2.27M +$2.23M +98,085 New
WP
261
WealthPLAN Partners
Nebraska
$2.26M -$6.52K -287 -0.3%
BUB
262
BBVA USA Bancshares
Texas
$2.26M +$1.94M +85,321 +698%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$2.25M +$247K +10,873 +13%
IC
264
IEQ Capital
California
$2.25M +$2.21M +97,320 New
BZWA
265
Blue Zone Wealth Advisors
California
$2.25M +$1.74M +76,681 +374%
BWM
266
BigSur Wealth Management
Florida
$2.22M -$114K -5,000 -5%
PI
267
PEAK6 Investments
Illinois
$2.2M +$2.16M +95,095 New
FAIM
268
Financial Advocates Investment Management
Washington
$2.2M +$355K +15,645 +38%
WPW
269
Waldron Private Wealth
Pennsylvania
$2.2M +$202K +8,893 +10%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$2.17M +$913K +40,214 +74%
BPC
271
Banque Pictet & Cie
Switzerland
$2.16M -$434K -19,100 -17%
NSIM
272
North Star Investment Management
Illinois
$2.09M -$373K -16,413 -15%
RHP
273
Royal Harbor Partners
Texas
$2.09M +$88.4K +3,893 +5%
HWA
274
Heartwood Wealth Advisors
Virginia
$2.09M -$61.5K -2,708 -3%
KFBMI
275
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.08M +$227K +10,000 +13%

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.