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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
DY
401
Dowling & Yahnke
California
$978K -$2.56M -112,537 -73%
AIFAIM
402
American Institute for Advanced Investment Management
Arizona
$978K +$510K +22,450 +113%
IFG
403
Independent Financial Group
California
$974K +$220K +9,672 +30%
KCM
404
Kanawha Capital Management
Virginia
$974K +$4.31K +190 +0.5%
SW
405
SteelPeak Wealth
California
$973K +$176K +7,731 +23%
EWM
406
Endurance Wealth Management
Rhode Island
$971K -$44.5K -1,960 -4%
SFSG
407
Stearns Financial Services Group
North Carolina
$967K +$59.8K +2,635 +7%
GKWIM
408
Gerber Kawasaki Wealth & Investment Management
California
$964K -$5.33M -234,547 -85%
IA
409
IFP Advisors
Florida
$958K +$142K +6,241 +17%
FFG
410
Fortem Financial Group
California
$950K +$932K +41,041 New
MC
411
Moors & Cabot
Massachusetts
$947K -$83.3K -3,670 -8%
LWM
412
Loveless Wealth Management
Montana
$945K +$135K +5,956 +17%
DLHL
413
Donald L. Hagan LLC
Florida
$940K +$184K +8,088 +25%
BHWM
414
Bay Harbor Wealth Management
Maryland
$937K -$106K -4,661 -10%
EWM
415
EPG Wealth Management
Georgia
$936K +$156K +6,882 +20%
WS
416
Wedbush Securities
California
$932K -$143K -6,291 -14%
AF
417
Arrow Financial
New York
$931K -$1.14K -50 -0.1%
RIA
418
Realta Investment Advisors
Delaware
$931K +$238K +10,464 +35%
DS
419
DRW Securities
Illinois
$928K +$910K +40,091 New
OMC
420
Old Mission Capital
Illinois
$927K -$3.84M -169,267 -81%
AWCI
421
Alpine Woods Capital Investors
New York
$926K
SP
422
Steelhead Partners
Washington
$926K +$908K +40,000 New
CWA
423
Clarity Wealth Advisors
California
$921K +$288K +12,680 +47%
WWM
424
Western Wealth Management
Colorado
$920K -$151K -6,635 -14%
SCM
425
SOL Capital Management
Maryland
$910K +$11.4K +500 +1%

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.