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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
AFM
476
Andesa Financial Management
Pennsylvania
$723K +$94.1K +4,142 +15%
HIIFS
477
Harel Insurance Investments & Financial Services
Israel
$723K +$161K +7,080 +29%
BCM
478
Boltwood Capital Management
California
$721K -$28.1K -1,236 -4%
JWCA
479
J.W. Cole Advisors
Florida
$720K +$707K +31,126 New
TFGT
480
TS Financial Group (TSFG)
Illinois
$719K +$79.5K +3,499 +13%
SWM
481
SeaCrest Wealth Management
New York
$719K +$387K +17,041 +121%
MIG
482
McGuire Investment Group
Rhode Island
$717K +$8.79K +387 +1%
IF
483
Ironwood Financial
Arizona
$713K +$591K +26,048 +546%
CT
484
Caldwell Trust
Florida
$710K +$126K +5,550 +22%
CASB
485
Cape Ann Savings Bank
Massachusetts
$710K +$696K +30,671 New
HAS
486
HBW Advisory Services
California
$708K +$159 +7 +0%
DLCIG
487
D.L. Carlson Investment Group
New Hampshire
$700K -$83.8K -3,691 -11%
PNAA
488
Pictet North America Advisors
Switzerland
$694K -$245K -10,800 -26%
MIM
489
Marco Investment Management
Georgia
$691K +$136 +6 +0%
WB
490
WesBanco Bank
West Virginia
$688K -$475K -20,939 -41%
CRCM
491
Corbett Road Capital Management
Virginia
$688K +$676K +29,773 New
GAG
492
GM Advisory Group
New York
$686K +$673K +29,638 New
CFGS
493
Concourse Financial Group Securities
Alabama
$684K +$159K +7,009 +31%
GFS
494
GYL Financial Synergies
Connecticut
$681K -$216K -9,514 -24%
OIA
495
Optimum Investment Advisors
Illinois
$679K -$44.1K -1,943 -6%
AF
496
Advisornet Financial
Minnesota
$668K -$354K -15,568 -35%
CA
497
Calton & Associates
Florida
$656K -$240K -10,577 -27%
BF
498
BOK Financial
Oklahoma
$655K -$28.1K -1,238 -4%
PAMP
499
Polar Asset Management Partners
Ontario, Canada
$653K -$1.13M -49,809 -64%
OAM
500
Oppenheimer Asset Management
New York
$645K +$63.5K +2,797 +11%

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.