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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
GBT
476
Grove Bank & Trust
Florida
$827K -$23.3K -844 -3%
BCWM
477
Bartlett & Co Wealth Management
Ohio
$825K -$38.8K -1,407 -5%
BC
478
Bartlett & Co
Ohio
$825K -$38.8K -1,407 -5%
LCOV
479
London Company of Virginia
Virginia
$823K +$812K +29,400 New
LNB
480
Ledyard National Bank
$822K -$5.49K -199 -0.7%
AWM
481
Altavista Wealth Management
North Carolina
$819K -$562K -20,349 -41%
MBT
482
Montecito Bank & Trust
California
$795K +$329K +11,925 +72%
PLU
483
Performa Ltd (US)
South Carolina
$787K
EWM
484
Evercore Wealth Management
New York
$768K +$50.9K +1,845 +7%
SFM
485
Signet Financial Management
New Jersey
$768K +$82.4K +2,984 +13%
NWP
486
Northstar Wealth Partners
Connecticut
$767K -$20.7K -750 -3%
AI
487
Accredited Investors
Minnesota
$766K
SS
488
Sunbelt Securities
Texas
$766K +$388K +14,067 +106%
PP
489
Patten & Patten
Tennessee
$763K -$24.8K -900 -3%
HTC
490
Haverford Trust Company
Pennsylvania
$759K -$1.72M -62,355 -70%
MIG
491
McGuire Investment Group
Rhode Island
$757K -$63.5K -2,301 -8%
TFGT
492
TS Financial Group (TSFG)
Illinois
$757K -$32.8K -1,188 -4%
WB
493
Webster Bank
Connecticut
$754K -$38K -1,375 -5%
AWM
494
Alterna Wealth Management
Texas
$753K +$742K +26,893 New
MCM
495
MAI Capital Management
Ohio
$752K +$36K +1,303 +5%
PCA
496
Peddock Capital Advisors
Massachusetts
$751K -$20.1K -728 -3%
PA
497
Parallel Advisors
California
$750K -$86.5K -3,134 -10%
BDS
498
Banco de Sabadell
Florida
$749K -$215K -7,800 -23%
BCA
499
Bay Colony Advisors
Massachusetts
$740K -$4.83K -175 -0.7%
Kovitz Investment Group Partners
500
Kovitz Investment Group Partners
Illinois
$740K +$729K +26,425 New

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.