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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
FNBOH
301
First National Bank of Hutchinson
Kansas
$2.13M -$1.79K -65 -0.1%
PG
302
Proffitt & Goodson
Tennessee
$2.12M +$57.4K +2,080 +3%
SAM
303
Sequent Asset Management
Texas
$2.1M +$119K +4,300 +6%
SFS
304
Sowell Financial Services
Arkansas
$2.1M +$2.07M +74,847 New
CIA
305
Choate Investment Advisors
Massachusetts
$2.09M +$16.7K +605 +0.8%
MYIA
306
Mount Yale Investment Advisors
Colorado
$2.08M +$6.21K +225 +0.3%
JIC
307
Johnson Investment Counsel
Ohio
$2.03M -$29.1K -1,055 -1%
CWP
308
Capital Wealth Planning
Florida
$2.01M +$1.65M +59,822 +556%
ABC
309
Associated Banc-Corp
Wisconsin
$2M +$113K +4,110 +6%
Fisher Asset Management
310
Fisher Asset Management
Washington
$1.98M +$89K +3,224 +5%
BHB
311
Bank Hapoalim BM
Israel
$1.98M -$1.94M -70,133 -50%
AAC
312
Acorn Advisory Capital
New York
$1.97M +$1.94M +70,300 New
LWM
313
Lyell Wealth Management
California
$1.96M -$1.4M -50,595 -42%
AGU
314
Alpine Group USVI
U.S. Virgin Islands
$1.92M -$961K -34,802 -34%
PWLP
315
Prio Wealth Limited Partnership
Massachusetts
$1.91M -$235K -8,500 -11%
CAC
316
Certified Advisory Corp
Florida
$1.9M +$44.9K +1,627 +2%
GCMG
317
Gyroscope Capital Management Group
Florida
$1.89M -$18.2K -660 -0.9%
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$1.89M +$22.6K +817 +1%
MAM
319
Marquette Asset Management
Minnesota
$1.88M
HIIFS
320
Harel Insurance Investments & Financial Services
Israel
$1.83M -$13.7K -496 -0.8%
IWM
321
IHT Wealth Management
Illinois
$1.83M -$397K -14,372 -18%
JPLA
322
Joseph P. Lucia & Associates
New York
$1.82M -$23.9K -867 -1%
LNC
323
Lincoln National Corp
Pennsylvania
$1.82M +$158K +5,736 +10%
MA
324
MUFG Americas
New York
$1.81M +$549K +19,880 +44%
AFM
325
Abbot Financial Management
Massachusetts
$1.81M -$16.6K -600 -0.9%

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.