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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
SJIM
376
St. Johns Investment Management
Florida
$1.31M -$71.6K -2,595 -5%
AIM
377
Advantage Investment Management
Iowa
$1.31M -$36.6K -1,325 -3%
PA
378
Pinnacle Associates
New York
$1.3M +$1.71K +62 +0.1%
MWP
379
MYCIO Wealth Partners
Pennsylvania
$1.3M +$20.8K +755 +2%
PCS
380
Personal CFO Solutions
New Jersey
$1.3M +$1.29M +46,588 New
AWM
381
Avitas Wealth Management
California
$1.27M -$331K -11,984 -21%
GAMA
382
Graticule Asia Macro Advisors
New York
$1.27M -$5.24M -190,000 -81%
SFP
383
Shepherd Financial Partners
Massachusetts
$1.26M -$10.6K -384 -0.8%
SFSG
384
Stearns Financial Services Group
North Carolina
$1.26M -$734K -26,576 -37%
FUBT
385
First United Bank & Trust
Maryland
$1.26M -$543K -19,684 -30%
ANTB
386
AMG National Trust Bank
Colorado
$1.26M
EVM
387
Eaton Vance Management
Massachusetts
$1.25M -$46.4K -1,681 -4%
HFM
388
Hartford Financial Management
Connecticut
$1.25M -$21.5K -780 -2%
CFB
389
Cullen/Frost Bankers
Texas
$1.25M +$2.4K +87 +0.2%
FNT
390
First National Trust
Pennsylvania
$1.25M -$426K -15,445 -26%
CC
391
Chanos & Company
New York
$1.24M +$126K +4,562 +11%
EWM
392
Endurance Wealth Management
Rhode Island
$1.24M +$21.1K +764 +2%
KJHP
393
K.J. Harrison & Partners
Ontario, Canada
$1.23M -$58K -2,100 -5%
WPSG
394
Wealth & Pension Services Group
Georgia
$1.23M -$11.7K -425 -1%
FFSOTS
395
Fiduciary Financial Services of The Southwest
Texas
$1.22M -$32.4K -1,175 -3%
WCM
396
Windsor Capital Management
Arizona
$1.21M +$129K +4,686 +12%
PT
397
Plimoth Trust
Massachusetts
$1.21M -$122K -4,428 -9%
GWS
398
Glassman Wealth Services
Virginia
$1.21M +$6.07K +220 +0.5%
BCFS
399
Butensky & Cohen Financial Security
Florida
$1.21M +$57.7K +2,089 +5%
MC
400
Moors & Cabot
Massachusetts
$1.21M +$316K +11,453 +36%

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.