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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
BII
326
Bainco International Investors
Massachusetts
$1.8M -$83K -3,005 -4%
BOTW
327
Bank of the West
California
$1.79M -$117K -4,238 -6%
NFG
328
Next Financial Group
Texas
$1.78M -$1.12M -40,564 -39%
WWM
329
Western Wealth Management
Colorado
$1.77M -$21.5K -780 -1%
SCA
330
Snowden Capital Advisors
New York
$1.72M -$53.1K -1,925 -3%
5L
331
55I LLC
Massachusetts
$1.72M +$615K +22,296 +57%
PPP
332
Private Portfolio Partners
New Jersey
$1.72M -$180K -6,536 -10%
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$1.71M -$59.1K -2,141 -3%
FIM
334
Freedom Investment Management
Connecticut
$1.7M +$800K +28,982 +91%
WBG
335
Wharton Business Group
Pennsylvania
$1.7M +$133K +4,815 +9%
LBD
336
Landsberg Bennett & Dubbaneh
Florida
$1.7M -$37.8K -1,369 -2%
LBC
337
Lowe Brockenbrough & Co
Virginia
$1.69M -$38.6K -1,400 -2%
BCM
338
BTR Capital Management
California
$1.68M -$359K -13,000 -18%
Lido Advisors
339
Lido Advisors
California
$1.67M -$3.18M -115,029 -66%
CWM
340
Chesapeake Wealth Management
Virginia
$1.67M +$83.7K +3,032 +5%
RFC
341
Regions Financial Corp
Alabama
$1.66M -$368K -13,332 -18%
WS
342
Wedbush Securities
California
$1.66M -$112K -4,045 -6%
DY
343
Dowling & Yahnke
California
$1.65M -$73.4K -2,659 -4%
BCA
344
Bray Capital Advisors
Florida
$1.64M +$1.04M +37,855 +182%
CCT
345
Country Club Trust
Missouri
$1.64M +$36.1K +1,307 +2%
Jones Financial Companies
346
Jones Financial Companies
Missouri
$1.63M +$469 +17 +0%
WT
347
Whittier Trust
California
$1.63M +$218K +7,882 +16%
Comerica Bank
348
Comerica Bank
Texas
$1.61M +$70.8K +2,564 +5%
BFG
349
Beacon Financial Group
Texas
$1.59M -$34K -1,232 -2%
AWM
350
Altium Wealth Management
New York
$1.57M -$3.87K -140 -0.2%

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.