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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
AI
351
Aperture Investors
New York
$1.34M +$949K +41,777 +258%
GFPC
352
Global Financial Private Client
Florida
$1.33M +$94.4K +4,158 +8%
GSWM
353
Golden State Wealth Management
California
$1.32M -$183K -8,073 -12%
SJIM
354
St. Johns Investment Management
Florida
$1.3M -$4.38K -193 -0.3%
CIP
355
Capital Insight Partners
Arizona
$1.29M +$1.27M +55,941 New
JIC
356
Joel Isaacson & Co
New York
$1.28M +$392K +17,273 +45%
TPCW
357
TD Private Client Wealth
New York
$1.27M +$687K +30,247 +123%
JIC
358
Johnson Investment Counsel
Ohio
$1.26M -$42.9K -1,891 -3%
FFN
359
Focus Financial Network
Minnesota
$1.26M -$872K -38,386 -41%
1832 Asset Management
360
1832 Asset Management
Ontario, Canada
$1.25M +$73.8K +3,250 +37%
CWM
361
Chesapeake Wealth Management
Virginia
$1.25M -$96K -4,228 -7%
KFGK
362
Keystone Financial Group (Kentucky)
Kentucky
$1.25M -$103K -4,526 -8%
RBA
363
Richard Bernstein Advisors
New York
$1.24M -$316K -13,929 -21%
TSS
364
Two Sigma Securities
New York
$1.24M -$5.48M -241,183 -82%
BCFS
365
Butensky & Cohen Financial Security
Florida
$1.23M +$184K +8,095 +18%
CWM
366
Cornerstone Wealth Management
Missouri
$1.22M -$827K -36,436 -41%
PT
367
Plimoth Trust
Massachusetts
$1.21M +$149K +6,552 +14%
HCMT
368
Highland Capital Management (Tennessee)
Tennessee
$1.2M -$56.1K -2,470 -5%
IFG
369
Investors Financial Group
Minnesota
$1.2M -$26.8K -1,182 -2%
BFG
370
Beacon Financial Group
Texas
$1.2M -$11.2K -492 -0.9%
TPWA
371
TRUE Private Wealth Advisors
Oregon
$1.2M +$642K +28,259 +121%
PG
372
Proffitt & Goodson
Tennessee
$1.19M -$158K -6,961 -12%
WAS
373
Wealth Advisory Solutions
Indiana
$1.19M +$27.1K +1,192 +2%
EIP
374
Ellis Investment Partners
Pennsylvania
$1.19M -$310K -13,651 -21%
WCM
375
Windsor Capital Management
Arizona
$1.18M +$143K +6,309 +14%

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.