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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
HCMT
351
Highland Capital Management (Tennessee)
Tennessee
$1.55M -$138 -5 -0%
KFGK
352
Keystone Financial Group (Kentucky)
Kentucky
$1.54M +$138 +5 +0%
RBA
353
Richard Bernstein Advisors
New York
$1.53M +$48.1K +1,742 +3%
RFO
354
RiverGlades Family Offices
Florida
$1.52M -$25.9K -940 -2%
IA
355
IFP Advisors
Florida
$1.51M +$1.49M +53,928 New
BWP
356
Bernardo Wealth Planning
Pennsylvania
$1.5M -$60.9K -2,207 -4%
NA
357
NewEdge Advisors
Louisiana
$1.48M +$99.9K +3,618 +7%
MA
358
Montag & Associates
Georgia
$1.46M -$142K -5,162 -9%
NA
359
Nottingham Advisors
New York
$1.43M +$31.1K +1,125 +2%
WA
360
Winfield Associates
Ohio
$1.41M -$2.7M -97,910 -66%
PCM
361
Poehling Capital Management
Wisconsin
$1.41M -$76.1K -2,755 -5%
PA
362
PFG Advisors
Arizona
$1.4M -$58.1K -2,104 -4%
Point72 Asset Management
363
Point72 Asset Management
Connecticut
$1.4M +$690K +25,000 +100%
Federated Hermes
364
Federated Hermes
Pennsylvania
$1.4M +$1.38M +50,000 New
UBG
365
United Bank (Georgia)
Georgia
$1.39M -$623K -22,570 -31%
CT
366
Coastline Trust
Rhode Island
$1.39M -$110K -3,990 -7%
BAM
367
Belpointe Asset Management
Nevada
$1.37M +$376K +13,632 +39%
APP
368
Avantax Planning Partners
Iowa
$1.36M
SF
369
Synovus Financial
Georgia
$1.36M -$57.7K -2,090 -4%
BUB
370
BBVA USA Bancshares
Texas
$1.35M -$633K -22,931 -32%
DAS
371
Dynamic Advisor Solutions
Arizona
$1.35M -$523K -18,945 -28%
Marshall Wace
372
Marshall Wace
United Kingdom
$1.33M -$24.3K -882 -2%
HNB
373
Huntington National Bank
Ohio
$1.33M
SI
374
Stephens Inc
Arkansas
$1.33M -$72.2K -2,617 -5%
CA
375
Corrado Advisors
New Jersey
$1.31M +$41.4K +1,501 +3%

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.