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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
DLCIG
401
D.L. Carlson Investment Group
New Hampshire
$1.21M -$27.7K -1,003 -2%
RIA
402
Realta Investment Advisors
Delaware
$1.2M +$26.9K +976 +2%
AF
403
Arrow Financial
New York
$1.18M -$2.26K -82 -0.2%
ETI
404
Enterprise Trust & Investment
California
$1.18M
B
405
Bellecapital
Switzerland
$1.17M -$245K -8,865 -18%
SP
406
Successful Portfolios
Florida
$1.16M +$62.9K +2,277 +6%
SC
407
Scotia Capital
Ontario, Canada
$1.16M -$296K -10,719 -21%
JGIA
408
Jackson Grant Investment Advisers
Connecticut
$1.15M -$178K -6,434 -14%
JIC
409
Joel Isaacson & Co
New York
$1.14M -$213K -7,715 -16%
KCM
410
Kanawha Capital Management
Virginia
$1.14M -$1.24K -45 -0.1%
CHJWM
411
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$28 +1 +0%
AW
412
ACG Wealth
Georgia
$1.13M -$1.24M -44,771 -53%
DWT
413
Dorsey & Whitney Trust
South Dakota
$1.13M -$46.9K -1,700 -4%
CTA
414
Chesley Taft & Associates
Illinois
$1.13M -$82.8K -3,000 -7%
NF
415
Nikulski Financial
Iowa
$1.12M -$114K -4,116 -9%
WIC
416
Woodmont Investment Counsel
Tennessee
$1.12M +$120K +4,346 +12%
MTB
417
Mizuho Trust & Banking
Japan
$1.12M -$19.6M -710,000 -95%
AIC
418
Ameritas Investment Company
Nebraska
$1.12M +$416K +15,081 +61%
WB
419
WesBanco Bank
West Virginia
$1.11M -$777K -28,146 -42%
VWM
420
Venturi Wealth Management
Texas
$1.1M -$28.6K -1,035 -3%
FPS
421
Fieldpoint Private Securities
Connecticut
$1.1M +$69.2K +2,508 +7%
MA
422
Mutual Advisors
Nebraska
$1.1M -$85.6K -3,100 -7%
CA
423
Calton & Associates
Florida
$1.09M -$75.7K -2,742 -7%
GRP
424
Global Retirement Partners
California
$1.09M -$85.1K -3,084 -7%
FAIM
425
Financial Advocates Investment Management
Washington
$1.08M -$118K -4,289 -10%

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.