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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
Wolverine Trading
301
Wolverine Trading
Illinois
$1.78M -$15.2M -667,790 -90%
FC
302
Ferris Capital
Massachusetts
$1.77M +$1.36M +60,006 +364%
FPCM
303
Financial Partners Capital Management
New York
$1.76M +$41.3K +1,820 +2%
IC
304
InterOcean Capital
Illinois
$1.75M -$1.25M -54,949 -42%
Walleye Trading
305
Walleye Trading
New York
$1.74M +$1.7M +75,075 New
Lido Advisors
306
Lido Advisors
California
$1.73M -$43.1K -1,898 -2%
MYIA
307
Mount Yale Investment Advisors
Colorado
$1.71M +$1.39K +61 +0.1%
SB
308
Simmons Bank
Arkansas
$1.7M -$392K -17,255 -19%
TFA
309
Toth Financial Advisory
Virginia
$1.69M +$29.2K +1,284 +2%
6M
310
6 Meridian
Kansas
$1.69M -$127K -5,572 -7%
DADC
311
D.A. Davidson & Co
Montana
$1.68M -$150K -6,618 -8%
IFWM
312
Institute for Wealth Management
Colorado
$1.67M +$50.8K +2,238 +3%
GCMG
313
Gyroscope Capital Management Group
Florida
$1.67M -$33.4K -1,473 -2%
AFM
314
Abbot Financial Management
Massachusetts
$1.66M +$1.95K +86 +0.1%
ACM
315
Anfield Capital Management
California
$1.63M -$16.3K -719 -1%
RJT
316
Raymond James Trust
Florida
$1.63M +$502K +22,115 +46%
CHC
317
City Holding Co
West Virginia
$1.62M -$90.8K -3,999 -5%
BCA
318
Bray Capital Advisors
Florida
$1.61M -$209K -9,215 -12%
GWM
319
Greenwich Wealth Management
Connecticut
$1.59M -$420K -18,476 -21%
ABC
320
Associated Banc-Corp
Wisconsin
$1.54M -$77.1K -3,395 -5%
AF
321
Aldebaran Financial
$1.54M -$582K -25,637 -28%
JPLA
322
Joseph P. Lucia & Associates
New York
$1.54M -$22.7K -1,000 -1%
CAL
323
Capital Advisors Ltd
Ohio
$1.54M +$276K +12,168 +22%
Fisher Asset Management
324
Fisher Asset Management
Washington
$1.54M -$733K -32,299 -33%
MA
325
Mutual Advisors
Nebraska
$1.53M +$945K +41,605 +169%

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.