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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
PWAP
251
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.32M -$56.6K -2,329 -2%
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$2.32M -$28.1K -1,154 -1%
BWM
253
BigSur Wealth Management
Florida
$2.31M
ACA
254
Atlas Capital Advisors
Wyoming
$2.3M -$337K -13,876 -13%
APW
255
Acima Private Wealth
Virginia
$2.28M +$2.3M +94,607 New
CG
256
Cutler Group
California
$2.24M -$4.16M -171,166 -65%
M&T Bank
257
M&T Bank
New York
$2.23M +$138K +5,656 +7%
ATPW
258
Ashton Thomas Private Wealth
Arizona
$2.23M +$1.04M +42,956 +87%
WPW
259
Waldron Private Wealth
Pennsylvania
$2.22M -$66.3K -2,725 -3%
BUB
260
BBVA USA Bancshares
Texas
$2.22M -$45.6K -1,876 -2%
BS
261
Banco Santander
Spain
$2.18M -$770K -31,654 -26%
FMC
262
First Merchants Corp
Indiana
$2.18M +$45.1K +1,855 +2%
HWA
263
Heartwood Wealth Advisors
Virginia
$2.17M +$1.19K +49 +0.1%
TFA
264
Toth Financial Advisory
Virginia
$2.17M +$420K +17,266 +24%
KFBMI
265
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.17M
LCM
266
Lucas Capital Management
New Jersey
$2.16M +$25.6K +1,052 +1%
WA
267
WP Advisors
California
$2.11M +$16.9K +695 +0.8%
SFS
268
Sowell Financial Services
Arkansas
$2.1M +$669K +27,512 +46%
NR
269
Newfound Research
Massachusetts
$2.09M -$1.34M -55,137 -39%
PCM
270
Poehling Capital Management
Wisconsin
$2.07M -$1.23M -50,425 -37%
MCM
271
Moore Capital Management
New York
$2M +$2.02M +83,200 New
RHP
272
Royal Harbor Partners
Texas
$1.99M -$186K -7,637 -8%
MAP
273
Milestone Advisory Partners
North Carolina
$1.97M +$1.99M +81,680 New
GC
274
GFG Capital
Florida
$1.96M -$947K -38,945 -32%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M -$75.3K -3,097 -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.