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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
BOM
376
Bank of Marin
California
$1.18M +$319K +14,051 +38%
CFSG
377
Clark Financial Services Group
Missouri
$1.18M +$849K +37,394 New
BAM
378
Belpointe Asset Management
Nevada
$1.17M +$223K +9,819 +24%
AllianceBernstein
379
AllianceBernstein
Tennessee
$1.15M +$1.13M +49,795 New
ATPW
380
Ashton Thomas Private Wealth
Arizona
$1.15M +$812K +35,749 +258%
RFO
381
RiverGlades Family Offices
Florida
$1.14M -$14.5K -640 -1%
COF
382
Capital One Financial
Virginia
$1.12M -$96.2K -4,235 -8%
DAS
383
Dynamic Advisor Solutions
Arizona
$1.11M -$97.4K -4,289 -8%
HNB
384
Huntington National Bank
Ohio
$1.1M
RFC
385
Regions Financial Corp
Alabama
$1.08M -$346K -15,241 -25%
CAC
386
Certified Advisory Corp
Florida
$1.08M -$395K -17,381 -27%
DC
387
Diametric Capital
Massachusetts
$1.08M +$1.06M +46,739 New
AWE
388
Avidian Wealth Enterprises
Texas
$1.07M -$520K -22,886 -33%
CCT
389
Country Club Trust
Missouri
$1.05M +$21.3K +939 +2%
CHJWM
390
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M -$11.3K -499 -1%
LNC
391
Lincoln National Corp
Pennsylvania
$1.02M -$109K -4,816 -10%
GWS
392
Glassman Wealth Services
Virginia
$1.02M +$6.49K +286 +0.7%
AIC
393
Ameritas Investment Company
Nebraska
$1.02M +$1.93K +85 +0.2%
CG
394
Colony Group
Massachusetts
$1.01M +$474K +20,852 +91%
PPP
395
Private Portfolio Partners
New Jersey
$1.01M -$261K -11,493 -21%
MA
396
MUFG Americas
New York
$1.01M -$74.2K -3,268 -7%
FPS
397
Fieldpoint Private Securities
Connecticut
$1.01M +$84K +3,700 +9%
EVM
398
Eaton Vance Management
Massachusetts
$995K -$511K -22,510 -34%
CFB
399
Cullen/Frost Bankers
Texas
$994K +$42.3K +1,864 +5%
B
400
Bellecapital
Switzerland
$991K +$2.93K +129 +0.3%

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.