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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
EP
501
Edgestream Partners
New Jersey
$641K -$648K -28,547 -51%
BFM
502
Boston Financial Management
Massachusetts
$637K -$177K -7,781 -22%
DC
503
Davenport & Co
Virginia
$636K +$115K +5,043 +22%
RFN
504
RDA Financial Network
Iowa
$635K +$68.7K +3,025 +12%
BFO
505
Biltmore Family Office
North Carolina
$630K -$17K -750 -3%
WSCM
506
Wellington Shields Capital Management
New York
$628K -$2.23K -98 -0.4%
G
507
GenTrust
Florida
$625K -$658K -28,969 -52%
CCM
508
Condor Capital Management
New Jersey
$625K -$44.3K -1,951 -7%
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$623K -$3.01M -132,495 -83%
AAM
510
Aureus Asset Management
Massachusetts
$620K -$46.7K -2,055 -7%
BC
511
Brinker Capital
Pennsylvania
$618K -$300K -13,210 -33%
AC
512
Abbrea Capital
California
$616K -$56.3K -2,480 -9%
MCM
513
MAI Capital Management
Ohio
$614K +$55.9K +2,462 +10%
PP
514
Patten & Patten
Tennessee
$612K -$17K -750 -3%
Bank Julius Baer & Co
515
Bank Julius Baer & Co
Switzerland
$609K -$301K -13,239 -33%
FFA
516
First Foundation Advisors
California
$606K +$34.7K +1,529 +6%
AIC
517
Ayalon Insurance Company
Israel
$603K -$36K -1,585 -6%
MPPLM
518
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$603K +$592K +26,065 New
SIAS
519
Shine Investment Advisory Services
Colorado
$601K +$2.27K +100 +0.4%
VLC
520
Van Leeuwen & Company
New Jersey
$596K
HL
521
HeadInvest LLC
Maine
$594K -$5.84K -257 -1%
HPC
522
Hobart Private Capital
North Carolina
$591K +$308K +13,542 +113%
CFG
523
Citizens Financial Group
Rhode Island
$585K +$3.36K +148 +0.6%
WIA
524
Wealthstreet Investment Advisors
Texas
$581K
TI
525
Telemetry Investments
New York
$578K +$568K +25,000 New

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.