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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
CC
451
Chanos & Company
New York
$788K
SCM
452
Simcoe Capital Management
New York
$782K +$2.27K +100 +0.3%
EGA
453
E&G Advisors
Texas
$781K +$27.2K +1,200 +4%
MAM
454
Meeder Asset Management
Ohio
$780K +$523K +23,053 +216%
PCA
455
Peddock Capital Advisors
Massachusetts
$770K +$75.9K +3,341 +11%
CFA
456
Carroll Financial Associates
North Carolina
$765K -$11K -484 -1%
MMG
457
Monetary Management Group
Missouri
$764K -$27.2K -1,200 -4%
CRC
458
Curi RMB Capital
Illinois
$764K
BKA
459
Brick & Kyle Associates
Pennsylvania
$763K +$40.6K +1,786 +6%
SSWM
460
Smith Salley Wealth Management
North Carolina
$762K -$84.4K -3,718 -10%
FNT
461
First National Trust
Pennsylvania
$762K -$72.1K -3,173 -9%
EWM
462
Evercore Wealth Management
New York
$761K
Comerica Bank
463
Comerica Bank
Texas
$754K -$157K -6,923 -18%
SCM
464
Spreng Capital Management
Ohio
$753K -$404K -17,790 -35%
Franklin Resources
465
Franklin Resources
California
$745K +$218K +9,579 +45%
CCMD
466
Cypress Capital Management (Delaware)
Delaware
$743K +$25.5K +1,124 +4%
CCA
467
Clearwater Capital Advisors
Illinois
$741K -$561K -24,687 -44%
I
468
IberiaBank
Louisiana
$740K +$70.8K +3,117 +11%
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$740K +$114K +5,002 +19%
LFASL
470
Lugano Financial Advisors SA (LFA)
Switzerland
$734K -$53.2K -2,344 -7%
CT
471
Cambridge Trust
Massachusetts
$733K -$666K -29,336 -49%
LG
472
Leuthold Group
Minnesota
$731K -$18.6K -817 -3%
WJWM
473
Williams Jones Wealth Management
New York
$730K -$87.2K -3,839 -11%
DIP
474
DT Investment Partners
Pennsylvania
$729K
FHA
475
Flagship Harbor Advisors
Massachusetts
$724K +$214K +9,410 +43%

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.