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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
PWSG
276
Pacific Wealth Strategies Group
California
$2.05M -$58.2K -2,562 -3%
FMC
277
First Merchants Corp
Indiana
$2.05M +$230K +10,134 +13%
LCM
278
Lucas Capital Management
New Jersey
$2.05M -$117K -5,147 -5%
M&T Bank
279
M&T Bank
New York
$2.01M -$1.08M -47,368 -35%
WA
280
WP Advisors
California
$2.01M +$24.4K +1,073 +1%
AF
281
Alerus Financial
North Dakota
$1.99M +$767K +33,771 +64%
PWAC
282
Private Wealth Advisors (California)
California
$1.97M +$125K +5,507 +7%
FANJ
283
Financial Architects (New Jersey)
New Jersey
$1.95M +$227 +10 +0%
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M -$1.63M -71,958 -46%
NCM
285
Nelson Capital Management
California
$1.94M -$68K -2,993 -3%
IA
286
IFG Advisory
Georgia
$1.93M -$247K -10,896 -12%
IWM
287
IHT Wealth Management
Illinois
$1.92M -$287K -12,625 -13%
RIL
288
Rothschild Investment LLC
Illinois
$1.92M -$35.7K -1,573 -2%
FAAS
289
First Allied Advisory Services
California
$1.89M +$185K +8,153 +11%
MCM
290
Monument Capital Management
Virginia
$1.89M +$1.85M +81,524 New
DWT
291
Dorsey & Whitney Trust
South Dakota
$1.88M +$1.17M +51,358 +171%
MSAGDF
292
Moneda SA Administradora General de Fondos
Chile
$1.88M
GVAG
293
Great Valley Advisor Group
Delaware
$1.85M +$116K +5,111 +7%
KeyBank National Association
294
KeyBank National Association
Ohio
$1.84M -$975K -42,915 -35%
VFA
295
Valeo Financial Advisors
Indiana
$1.83M -$240K -10,582 -12%
MFW
296
Meristem Family Wealth
Minnesota
$1.83M
Cetera Investment Advisers
297
Cetera Investment Advisers
Illinois
$1.83M +$652K +28,712 +57%
PSUF
298
People's United Financial
Connecticut
$1.79M -$169K -7,453 -9%
LWAC
299
Laurel Wealth Advisors (California)
California
$1.78M +$400K +17,608 +30%
CPA
300
Court Place Advisors
Maryland
$1.78M -$54.5K -2,400 -3%

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.