We are live on ! Find out more
XLF icon

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
CRC
451
Curi RMB Capital
Illinois
$952K -$71.8K -2,600 -7%
NB
452
NBT Bank
New York
$942K -$14.2K -514 -2%
CAG
453
Crestwood Advisors Group
Massachusetts
$940K -$5.36K -194 -0.6%
BF
454
BOK Financial
Oklahoma
$934K -$41.2K -1,492 -4%
PAS
455
Park Avenue Securities
New York
$929K -$42.2K -1,527 -4%
FFN
456
Focus Financial Network
Minnesota
$917K -$31.8K -1,152 -3%
FWM
457
Focused Wealth Management
New York
$911K -$648K -23,465 -42%
QT
458
Quantbot Technologies
New York
$911K +$899K +32,551 New
CCM
459
Condor Capital Management
New Jersey
$894K -$2.44M -88,224 -73%
MCM
460
MV Capital Management
Maryland
$889K +$621K +22,488 +243%
MMG
461
Monetary Management Group
Missouri
$888K -$144K -5,200 -14%
IP
462
Intellectus Partners
California
$887K -$257K -9,311 -23%
FT
463
Fiduciary Trust
Massachusetts
$881K +$57.9K +2,097 +7%
EP
464
Edgestream Partners
New Jersey
$879K +$866K +31,389 New
FHA
465
Flagship Harbor Advisors
Massachusetts
$878K -$40.6K -1,472 -4%
CCMD
466
Cypress Capital Management (Delaware)
Delaware
$868K -$4.91K -178 -0.6%
CASB
467
Cape Ann Savings Bank
Massachusetts
$867K -$71.5K -2,590 -8%
GFS
468
GYL Financial Synergies
Connecticut
$866K +$1.71K +62 +0.2%
FSC
469
Full Sail Capital
Oklahoma
$866K +$207K +7,501 +35%
WP
470
WealthSource Partners
California
$854K -$348K -12,618 -29%
MIM
471
Marco Investment Management
Georgia
$850K -$80.4K -2,913 -9%
AC
472
Abbrea Capital
California
$842K
SCM
473
SOL Capital Management
Maryland
$837K
CG
474
Colony Group
Massachusetts
$837K +$28.5K +1,032 +4%
RFN
475
RDA Financial Network
Iowa
$833K +$221 +8 +0%

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.