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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
FSA
326
Financial Sense Advisors
California
$1.53M +$1.5M +65,998 New
VFA
327
Voya Financial Advisors
Connecticut
$1.53M +$459K +20,202 +43%
QA
328
Quantitative Advantage
Minnesota
$1.5M +$1.47M +64,931 New
WBG
329
Wharton Business Group
Pennsylvania
$1.5M +$211K +9,300 +17%
SW
330
SVB Wealth
Massachusetts
$1.49M -$61.3K -2,701 -4%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$1.49M
PWLP
332
Prio Wealth Limited Partnership
Massachusetts
$1.48M -$54.6K -2,406 -4%
BWP
333
Bernardo Wealth Planning
Pennsylvania
$1.48M +$128K +5,622 +10%
BO
334
BRR OpCo
Ohio
$1.48M +$608K +26,778 +72%
WP
335
WealthSource Partners
California
$1.45M -$377K -16,582 -21%
IC
336
Innealta Capital
Texas
$1.45M +$1.42M +62,600 New
CT
337
Coastline Trust
Rhode Island
$1.45M +$218K +9,595 +18%
Prudential Financial
338
Prudential Financial
New Jersey
$1.44M +$1.16M +51,097 +456%
GW
339
GW & Wade
Massachusetts
$1.43M -$131K -5,764 -9%
FNBOH
340
First National Bank of Hutchinson
Kansas
$1.42M -$245K -10,809 -15%
SFA
341
Sequoia Financial Advisors
Ohio
$1.42M +$1.04M +45,658 +294%
Point72 Asset Management
342
Point72 Asset Management
Connecticut
$1.4M +$341K +15,000 +33%
Federated Hermes
343
Federated Hermes
Pennsylvania
$1.39M -$454K -20,000 -25%
SFS
344
Sowell Financial Services
Arkansas
$1.39M -$196K -8,612 -13%
CWM
345
Circle Wealth Management
New Jersey
$1.38M -$4.21M -185,336 -76%
FT
346
Fiduciary Trust
Massachusetts
$1.38M -$36.8K -1,619 -3%
NA
347
Navellier & Associates
Nevada
$1.38M +$1.35M +59,562 New
PPA
348
Parametric Portfolio Associates
Washington
$1.36M -$1.17M -51,664 -47%
LBC
349
Lowe Brockenbrough & Co
Virginia
$1.35M -$18.2K -800 -1%
IWAG
350
Integer Wealth Advisors Group
Georgia
$1.35M +$4.88K +215 +0.4%

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.