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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
LPT
526
Legacy Private Trust
Wisconsin
$670K +$4.69K +170 +0.7%
SCM
527
Schnieders Capital Management
California
$664K -$25.9K -940 -4%
WWM
528
WT Wealth Management
Arizona
$663K +$654K +23,680 New
SSB
529
Sandy Spring Bank
Maryland
$661K -$29.3K -1,063 -4%
SIM
530
Sterling Investment Management
Arizona
$656K -$17.8K -643 -3%
EWA
531
EP Wealth Advisors
California
$645K -$38.5K -1,393 -6%
MOS
532
MGO One Seven
Ohio
$640K -$17.3K -625 -3%
SG
533
StoneX Group
New York
$639K -$300K -10,877 -32%
ClearBridge Investments
534
ClearBridge Investments
New York
$635K +$447K +16,182 +249%
FNBT
535
FineMark National Bank & Trust
Florida
$634K -$121K -4,381 -16%
AIC
536
Ayalon Insurance Company
Israel
$626K -$78.3K -2,836 -11%
MSAM
537
Moloney Securities Asset Management
Missouri
$624K -$19.3K -700 -3%
Neuberger Berman Group
538
Neuberger Berman Group
New York
$622K -$1.66K -60 -0.3%
CCM
539
Chilton Capital Management
Texas
$621K -$24.6K -891 -4%
WI
540
Wintrust Investments
Illinois
$619K -$131K -4,750 -18%
Franklin Resources
541
Franklin Resources
California
$610K -$107M -3,891,558 -99%
SIAS
542
Shine Investment Advisory Services
Colorado
$606K +$1.55K +56 +0.3%
OIA
543
OneDigital Investment Advisors
Kansas
$600K +$359K +13,011 +155%
BRWM
544
B. Riley Wealth Management
Tennessee
$596K -$19.5K -707 -3%
FA
545
Fagan Associates
New York
$592K +$111K +4,035 +24%
TP
546
Tranquility Partners
Tennessee
$589K +$110 +4 +0%
Man Group
547
Man Group
United Kingdom
$583K +$272K +9,850 +90%
KIG
548
Kessler Investment Group
Indiana
$582K -$571K -20,698 -50%
GIA
549
Granite Investment Advisors
New Hampshire
$581K +$96.6K +3,500 +20%
PAMP
550
Polar Asset Management Partners
Ontario, Canada
$581K +$573K +20,758 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.