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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
HAS
426
HBW Advisory Services
California
$1.07M +$1.1M +40,000 New
BFM
427
Boston Financial Management
Massachusetts
$1.07M -$547K -19,814 -34%
LFAS
428
Level Four Advisory Services
Texas
$1.06M -$271K -9,808 -21%
ACS
429
Archford Capital Strategies
Illinois
$1.06M +$27.9K +1,010 +3%
RJT
430
Raymond James Trust
Florida
$1.05M -$46.3K -1,679 -4%
SSWM
431
Smith Salley Wealth Management
North Carolina
$1.05M
EGA
432
E&G Advisors
Texas
$1.04M -$30.4K -1,100 -3%
BCM
433
Boltwood Capital Management
California
$1.04M -$86.8K -3,145 -8%
MAFM
434
Mid Atlantic Financial Management
Pennsylvania
$1.04M +$168K +6,077 +20%
SW
435
SVB Wealth
Massachusetts
$1.02M -$33.3K -1,206 -3%
MF
436
Manchester Financial
California
$1.02M -$3.67M -132,779 -78%
SAM
437
Sawgrass Asset Management
Florida
$1.02M -$1.93K -70 -0.2%
OIA
438
Optimum Investment Advisors
Illinois
$1.02M +$65.6K +2,378 +7%
MFG
439
MidWestOne Financial Group
Iowa
$1.01M -$72.9K -2,641 -7%
Toronto Dominion Bank
440
Toronto Dominion Bank
Ontario, Canada
$1M -$63.1M -2,284,425 -98%
AF
441
Advisornet Financial
Minnesota
$1M +$101K +3,652 +11%
JGC
442
J. Goldman & Co
New York
$998K +$983K +35,626 New
I
443
IberiaBank
Louisiana
$984K -$5.74K -208 -0.6%
KA
444
Kovack Advisors
Florida
$982K +$3.73K +135 +0.4%
AAM
445
Aureus Asset Management
Massachusetts
$977K -$166 -6 -0%
CFA
446
Carroll Financial Associates
North Carolina
$976K +$1.44K +52 +0.1%
TPWA
447
TRUE Private Wealth Advisors
Oregon
$970K -$94.1K -3,410 -9%
BKA
448
Brick & Kyle Associates
Pennsylvania
$964K -$5.83K -211 -0.6%
HWA
449
Hillcrest Wealth Advisors
New Jersey
$955K -$809K -29,300 -46%
CAM
450
Concorde Asset Management
Michigan
$954K -$35.6K -1,288 -4%

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.