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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
Two Sigma Investments
276
Two Sigma Investments
New York
$2.34M -$21.8M -789,095 -90%
GA
277
GFS Advisors
Texas
$2.32M -$2.39M -86,505 -51%
WCM
278
WealthBridge Capital Management
Ohio
$2.32M -$239K -8,665 -9%
CWM
279
Cornerstone Wealth Management
Missouri
$2.31M -$281K -10,184 -11%
MFG
280
Magnus Financial Group
New York
$2.3M +$11.3K +408 +0.5%
CPA
281
Court Place Advisors
Maryland
$2.3M -$22.3K -809 -1%
AAS
282
Avantax Advisory Services
Texas
$2.29M +$61.9K +2,242 +3%
TPSF
283
Texas Permanent School Fund
Texas
$2.29M -$36.6K -1,325 -2%
F
284
F3Logic
Minnesota
$2.27M -$765K -27,715 -26%
OIM
285
Orca Investment Management
Oregon
$2.27M -$61.6K -2,230 -3%
CHC
286
City Holding Co
West Virginia
$2.27M -$276 -10 -0%
LDFR
287
Lehman & Derafelo Financial Resources
Pennsylvania
$2.26M
MCM
288
Manchester Capital Management
Vermont
$2.24M
BWM
289
BigSur Wealth Management
Florida
$2.24M -$166K -6,000 -7%
KFBMI
290
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.24M
MFW
291
Meristem Family Wealth
Minnesota
$2.23M -$17.4K -629 -0.8%
FMC
292
First Merchants Corp
Indiana
$2.23M +$2.19M +79,489 New
VFA
293
Valeo Financial Advisors
Indiana
$2.18M +$36.5K +1,322 +2%
SB
294
Simmons Bank
Arkansas
$2.18M +$284K +10,284 +15%
AWP
295
Ascent Wealth Partners
New York
$2.18M +$57.6K +2,085 +3%
AA
296
Apriem Advisors
California
$2.16M -$15.6K -565 -0.7%
PFA
297
Pettinga Financial Advisors
Indiana
$2.16M -$62.1K -2,250 -3%
GW
298
GW & Wade
Massachusetts
$2.16M -$462K -16,743 -18%
FAM
299
Foothills Asset Management
Arizona
$2.16M
IFWM
300
Institute for Wealth Management
Colorado
$2.15M -$51K -1,846 -2%

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.