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
TC
526
Trust Company
Kansas
$118K -$11.6K -547 -8%
NFA
527
Nationwide Fund Advisors
Ohio
$118K +$126K +5,924 New
SNT
528
Security National Trust
West Virginia
$113K -$3.22K -152 -3%
MA
529
MCF Advisors
Kentucky
$113K
LBG
530
Lloyds Banking Group
United Kingdom
$100K
WA
531
WealthTrust-Arizona
Arizona
$100K
LWA
532
Lowe Wealth Advisors
Maryland
$95K +$88.1K +4,159 +670%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$93K -$223K -10,527 -69%
AA
534
Apriem Advisors
California
$93K +$51.3K +2,421 +106%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$90.9K +$6.04K +285 +7%
LFR
536
Lehman Financial Resources
Pennsylvania
$90K +$72.4K +3,418 +300%
WCM
537
Wealthcare Capital Management
Virginia
$89K -$52K -2,453 -35%
EWM
538
Edge Wealth Management
New York
$83K +$4.83K +228 +6%
MCM
539
MV Capital Management
Maryland
$79K -$3.71M -175,076 -98%
SIM
540
Sonora Investment Management
Arizona
$79K +$84K +3,963 New
BBPWM
541
Blue Bell Private Wealth Management
Pennsylvania
$75K
WTC
542
WhitTier Trust Company
Nevada
$72K +$4.83K +228 +7%
TFO
543
Tarbox Family Office
California
$63K
Manulife (Manufacturers Life Insurance)
544
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57K +$10.7M +502,981 +21%
TIM
545
Tortoise Investment Management
New York
$57K
HPBT
546
High Point Bank & Trust
North Carolina
$54K
Parallax Volatility Advisers
547
Parallax Volatility Advisers
California
$53K -$15.3M -722,978 -100%
TSW
548
Thompson Siegel & Walmsley
Virginia
$52K +$55.5K +2,618 New
WOC
549
West Oak Capital
California
$51.3K
GI
550
Gradient Investments
Minnesota
$50K -$763 -36 -1%

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.