We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

600 hedge funds and large institutions have $10.5B invested in State Street Financial Select Sector SPDR ETF in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 236 increasing their positions, 208 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 208

0% more funds holding in top 10

Funds holding in top 10: 6161 (0)

3% less funds holding

Funds holding: 616600 (-16)

4.19% less ownership

Funds ownership: 75.01%70.82% (-4.2%)

14% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 71

14% less capital invested

Capital invested by funds: $12.2B → $10.5B (-$1.75B)

31% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $3.25B

Holders
600
Holders Change
-16
Holders Change %
-2.6%
% of All Funds
16.75%
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.7%
New
61
Increased
236
Reduced
208
Closed
71
Calls
$2.25B
Puts
$3.25B
Net Calls
-$1.01B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
476
Duncker Streett & Co
Missouri
$246K
CCG
477
Chatham Capital Group
Georgia
$242K -$24.1K -1,139 -9%
SI
478
Stephens Inc
Arkansas
$238K -$309K -14,573 -55%
PCM
479
Parsons Capital Management
Rhode Island
$238K +$21.4K +1,009 +9%
EVC
480
Eidelman Virant Capital
Missouri
$231K +$30.2K +1,424 +14%
SIAS
481
Shine Investment Advisory Services
Colorado
$230K +$245K +11,538 New
SCM
482
Schnieders Capital Management
California
$228K -$18.1K -854 -7%
EWM
483
Evercore Wealth Management
New York
$227K -$43.1K -2,034 -15%
DMC
484
Drexel Morgan & Co
Pennsylvania
$227K
IAMOG
485
Investors Asset Management of Georgia
Georgia
$227K
BAM
486
Berkshire Asset Management
Pennsylvania
$223K -$77.3K -3,645 -25%
CT
487
Chicago Trust
Illinois
$222K -$37.9K -1,788 -14%
SNBOSCI
488
Security National Bank of Sioux City Iowa
Iowa
$222K
BMO
489
Beck Mack & Oliver
New York
$221K
FIM
490
Fernwood Investment Management
Massachusetts
$220K +$235K +11,074 New
CS
491
Comerica Securities
Michigan
$218K -$27.4K -1,292 -11%
SAMT
492
Select Asset Management & Trust
Pennsylvania
$216K -$4.18M -197,357 -95%
SFA
493
Sequoia Financial Advisors
Ohio
$216K -$103K -4,880 -31%
AMIM
494
Aull & Monroe Investment Management
Alabama
$211K -$4.81K -227 -2%
BFS
495
Bradley Foster & Sargent
Connecticut
$209K
FIM
496
Freedom Investment Management
Connecticut
$206K -$825K -38,929 -89%
DBT
497
Dubuque Bank & Trust
Iowa
$206K -$2.08K -98 -0.9%
GG
498
Gofen & Glossberg
Illinois
$206K
SCM
499
Sterneck Capital Management
Missouri
$204K -$30.6K -1,444 -12%
PWMAG
500
Pinnacle Wealth Management Advisory Group
New Jersey
$204K

XLF Hedge Fund Activity: Q3 2015 in Review

600 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2015, worth a combined $10.5B — down 14% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLF and 61 opened new positions — a net loss of 10 holders — while 208 trimmed existing stakes and 236 added.

The largest buyer was Bank of America, adding an estimated $442M. The largest seller was Goldman Sachs, cutting an estimated $807M.

  • 600 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2015, down from 616 in Q2 2015.
  • Funds reported $10.5B of State Street Financial Select Sector SPDR ETF stock for Q3 2015, down 14% quarter-over-quarter.
  • 61 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2015 and 71 closed out, a net change of -10 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2015 was Bank of America, an estimated $442M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2015 was Goldman Sachs, an estimated $807M sold.

Based on aggregated 13F filings for Q3 2015.