We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

600 hedge funds and large institutions have $10.5B invested in State Street Financial Select Sector SPDR ETF in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 236 increasing their positions, 208 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 208

0% more funds holding in top 10

Funds holding in top 10: 6161 (0)

3% less funds holding

Funds holding: 616600 (-16)

4.19% less ownership

Funds ownership: 75.01%70.82% (-4.2%)

14% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 71

14% less capital invested

Capital invested by funds: $12.2B → $10.5B (-$1.75B)

31% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $3.25B

Holders
600
Holders Change
-16
Holders Change %
-2.6%
% of All Funds
16.75%
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.7%
New
61
Increased
236
Reduced
208
Closed
71
Calls
$2.25B
Puts
$3.25B
Net Calls
-$1.01B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
401
Klingenstein Fields & Co
New York
$453K +$121K +5,696 +33%
PGCM
402
Prescott Group Capital Management
Oklahoma
$453K +$483K +22,783 New
QA
403
Quintium Advisors
Tennessee
$448K +$478K +22,537 New
TRCT
404
Tower Research Capital (TRC)
New York
$442K +$385K +18,174 +450%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$434K +$462K +21,811 New
LA
406
Lynch & Associates
Indiana
$431K +$12.2K +574 +3%
GHA
407
Garcia Hamilton & Associates
Texas
$429K
BCFS
408
Butensky & Cohen Financial Security
Florida
$428K +$31.7K +1,497 +7%
ACM
409
Alethea Capital Management
Washington
$424K -$21.4K -1,009 -5%
RWM
410
RKL Wealth Management
Pennsylvania
$421K -$451K -21,257 -50%
William Blair & Company
411
William Blair & Company
Illinois
$421K -$848 -40 -0.2%
RW
412
Rand Wealth
Maryland
$418K -$1.19K -56 -0.3%
SWM
413
SVA Wealth Management
Wisconsin
$414K -$64.6K -3,047 -13%
FIG
414
Fusion Investment Group
Pennsylvania
$405K -$1.39M -65,781 -76%
DIA
415
Denver Investment Advisors
Colorado
$401K
MC
416
Moors & Cabot
Massachusetts
$400K -$67.3K -3,177 -14%
DI
417
Diligent Investors
California
$399K -$26.6K -1,253 -6%
BCM
418
Brookstone Capital Management
Illinois
$398K -$48.9K -2,308 -10%
Neuberger Berman Group
419
Neuberger Berman Group
New York
$395K +$3.2K +151 +0.8%
EWA
420
EP Wealth Advisors
California
$395K +$199K +9,394 +90%
PAM
421
Peak Asset Management
Colorado
$392K -$215K -10,153 -34%
KCM
422
Kanawha Capital Management
Virginia
$384K -$81.1K -3,825 -17%
BFEC
423
Benjamin F. Edwards & Company
Missouri
$383K -$26.1K -1,230 -6%
IFS
424
Ifrah Financial Services
Arkansas
$383K +$2.16K +102 +0.5%
SFM
425
Signet Financial Management
New Jersey
$382K +$407K +19,205 New

XLF Hedge Fund Activity: Q3 2015 in Review

600 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2015, worth a combined $10.5B — down 14% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLF and 61 opened new positions — a net loss of 10 holders — while 208 trimmed existing stakes and 236 added.

The largest buyer was Bank of America, adding an estimated $442M. The largest seller was Goldman Sachs, cutting an estimated $807M.

  • 600 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2015, down from 616 in Q2 2015.
  • Funds reported $10.5B of State Street Financial Select Sector SPDR ETF stock for Q3 2015, down 14% quarter-over-quarter.
  • 61 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2015 and 71 closed out, a net change of -10 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2015 was Bank of America, an estimated $442M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2015 was Goldman Sachs, an estimated $807M sold.

Based on aggregated 13F filings for Q3 2015.