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State Street Financial Select Sector SPDR ETF

434 hedge funds and large institutions have $8.45B invested in State Street Financial Select Sector SPDR ETF in 2013 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 193 increasing their positions, 117 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 117

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

0% more funds holding

Funds holding: 434434 (0)

3% less capital invested

Capital invested by funds: $8.72B → $8.45B (-$268M)

8.66% less ownership

Funds ownership: 71.3%62.64% (-8.7%)

10% less funds holding in top 10

Funds holding in top 10: 4944 (-5)

53% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $3.78B

Holders
434
Holders Change
Holders Change %
0%
% of All Funds
14.07%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
1.43%
New
61
Increased
193
Reduced
117
Closed
58
Calls
$1.77B
Puts
$3.78B
Net Calls
-$2.01B
Net Calls Change
-$921M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
301
ProVise Management Group
Florida
$492K -$537K -30,264 -51%
SCM
302
SOL Capital Management
Maryland
$488K -$222K -12,531 -31%
FNBT
303
FineMark National Bank & Trust
Florida
$486K
CCM
304
Covington Capital Management
California
$482K
Neuberger Berman Group
305
Neuberger Berman Group
New York
$478K +$43.8K +2,470 +10%
GHA
306
Garcia Hamilton & Associates
Texas
$467K
CTA
307
Chesley Taft & Associates
Illinois
$462K
FFSOTS
308
Fiduciary Financial Services of The Southwest
Texas
$459K +$107K +6,037 +30%
FANJ
309
Financial Architects (New Jersey)
New Jersey
$439K +$122K +6,857 +38%
CHJWM
310
Carlton Hofferkamp & Jenks Wealth Management
Texas
$436K +$443K +25,004 New
BRWA
311
B. Riley Wealth Advisors
Florida
$411K -$196K -11,041 -32%
BBA
312
BLB&B Advisors
Pennsylvania
$407K -$41.6K -2,347 -9%
SC
313
Scotia Capital
Ontario, Canada
$405K -$786K -44,302 -66%
LNB
314
Ledyard National Bank
$403K -$88.3K -4,978 -18%
GLRA
315
Gerald L. Ray & Associates
Texas
$398K
TAM
316
Todd Asset Management
Kentucky
$398K
LSA
317
L & S Advisors
California
$398K +$38K +2,141 +10%
CC
318
Courier Capital
New York
$392K
MLL
319
Moody Lynn & Lieberson
Massachusetts
$389K -$12.6M -711,607 -97%
BCM
320
Boltwood Capital Management
California
$388K -$145K -8,167 -27%
KCM
321
Kanawha Capital Management
Virginia
$383K -$4.84K -273 -1%
ICAS
322
Investors Capital Advisory Services
Massachusetts
$374K +$34K +1,919 +10%
1IA
323
1834 Investment Advisors
Wisconsin
$372K
BSA
324
Braun Stacey Associates
New York
$371K +$17.2K +969 +5%
DC
325
Davenport & Co
Virginia
$356K -$26.3K -1,481 -7%

XLF Hedge Fund Activity: Q3 2013 in Review

434 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2013, worth a combined $8.45B — down 3.1% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new XLF positions and 58 closed out — a net gain of 3 holders — while 193 added to existing stakes and 117 trimmed.

The largest buyer was Bank of America, adding an estimated $144M. The largest seller was JP Morgan Chase, cutting an estimated $289M.

  • 434 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $8.45B of State Street Financial Select Sector SPDR ETF stock for Q3 2013, down 3.1% quarter-over-quarter.
  • 61 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2013 and 58 closed out, a net change of +3 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2013 was Bank of America, an estimated $144M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2013 was JP Morgan Chase, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2013.