We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

600 hedge funds and large institutions have $10.5B invested in State Street Financial Select Sector SPDR ETF in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 236 increasing their positions, 208 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 208

0% more funds holding in top 10

Funds holding in top 10: 6161 (0)

3% less funds holding

Funds holding: 616600 (-16)

4.19% less ownership

Funds ownership: 75.01%70.82% (-4.2%)

14% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 71

14% less capital invested

Capital invested by funds: $12.2B → $10.5B (-$1.75B)

31% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $3.25B

Holders
600
Holders Change
-16
Holders Change %
-2.6%
% of All Funds
16.75%
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.7%
New
61
Increased
236
Reduced
208
Closed
71
Calls
$2.25B
Puts
$3.25B
Net Calls
-$1.01B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Chilton Capital Management
Texas
$1.53M -$165K -7,779 -9%
DLHL
277
Donald L. Hagan LLC
Florida
$1.51M -$50K -2,357 -3%
MAM
278
Marquette Asset Management
Minnesota
$1.5M
GA
279
Geneva Advisors
Illinois
$1.48M +$483K +22,806 +44%
B
280
Barings
North Carolina
$1.48M
NB
281
NBT Bank
New York
$1.41M -$212K -10,009 -12%
NCM
282
Nelson Capital Management
California
$1.4M +$59.1K +2,790 +4%
PBT
283
Pictet Bank & Trust
Bahamas
$1.39M
ABC
284
Associated Banc-Corp
Wisconsin
$1.38M +$24.4K +1,152 +2%
DLCIG
285
D.L. Carlson Investment Group
New Hampshire
$1.36M -$223K -10,537 -13%
CIC
286
Carnegie Investment Counsel
Ohio
$1.34M +$47.3K +2,232 +4%
IPC
287
Independent Portfolio Consultants
Florida
$1.19M +$175K +8,239 +16%
LBC
288
Lowe Brockenbrough & Co
Virginia
$1.18M -$35K -1,652 -3%
GW
289
GW & Wade
Massachusetts
$1.18M -$66.5K -3,136 -5%
SI
290
SII Investments
Wisconsin
$1.15M +$369K +17,422 +43%
HNB
291
Huntington National Bank
Ohio
$1.15M
NFG
292
Next Financial Group
Texas
$1.14M +$272K +12,835 +29%
BF
293
BOK Financial
Oklahoma
$1.13M -$92.1K -4,346 -7%
VC
294
Vicus Capital
Pennsylvania
$1.13M +$1.2M +56,695 New
EDRE
295
Edmond de Rothschild (Europe)
Luxembourg
$1.12M -$42.5K -2,005 -3%
OIM
296
Orca Investment Management
Oregon
$1.11M -$12.1K -569 -1%
HCP
297
Holt Capital Partners
Texas
$1.1M +$210K +9,928 +22%
DY
298
Dowling & Yahnke
California
$1.1M -$57.9K -2,730 -5%
KC
299
Kingfisher Capital
North Carolina
$1.06M -$14.5K -684 -1%
PMG
300
ProVise Management Group
Florida
$1.05M +$4.81K +227 +0.4%

XLF Hedge Fund Activity: Q3 2015 in Review

600 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2015, worth a combined $10.5B — down 14% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLF and 61 opened new positions — a net loss of 10 holders — while 208 trimmed existing stakes and 236 added.

The largest buyer was Bank of America, adding an estimated $442M. The largest seller was Goldman Sachs, cutting an estimated $807M.

  • 600 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2015, down from 616 in Q2 2015.
  • Funds reported $10.5B of State Street Financial Select Sector SPDR ETF stock for Q3 2015, down 14% quarter-over-quarter.
  • 61 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2015 and 71 closed out, a net change of -10 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2015 was Bank of America, an estimated $442M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2015 was Goldman Sachs, an estimated $807M sold.

Based on aggregated 13F filings for Q3 2015.