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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
OIA
526
OneDigital Investment Advisors
Kansas
$576K +$223K +9,804 +68%
AF
527
Allworth Financial
California
$575K +$537K +23,649 +1,945%
CCM
528
Chilton Capital Management
Texas
$569K +$44.5K +1,959 +9%
LNB
529
Ledyard National Bank
$566K -$56.9K -2,504 -9%
CAG
530
Csenge Advisory Group
Florida
$559K +$164K +7,202 +42%
9WM
531
9258 Wealth Management
Ohio
$554K +$279K +12,308 +106%
CB
532
Community Bank
New York
$552K -$172K -7,574 -24%
RIA
533
RPG Investment Advisory
California
$550K -$16.1K -710 -3%
SPIO
534
Seven Post Investment Office
California
$548K
MTIM
535
Marathon Trading Investment Management
Pennsylvania
$547K +$537K +23,643 New
TP
536
Tranquility Partners
Tennessee
$547K +$537K +23,650 New
MOS
537
MGO One Seven
Ohio
$545K +$81.6K +3,594 +18%
FBFS
538
First Business Financial Services
Wisconsin
$545K +$248K +10,900 +86%
PAS
539
Partnervest Advisory Services
California
$545K +$535K +23,540 New
JCM
540
Jacobi Capital Management
Pennsylvania
$544K +$18.8K +829 +4%
BCA
541
Bay Colony Advisors
Massachusetts
$542K -$53.7K -2,364 -9%
FBA
542
Front Barnett Associates
Illinois
$538K -$12K -530 -2%
DBRC
543
D.B. Root & Company
Pennsylvania
$533K -$86.5K -3,810 -14%
NF
544
Nikulski Financial
Iowa
$525K -$72.6K -3,195 -12%
GRP
545
Global Retirement Partners
California
$524K -$389K -17,116 -43%
SCM
546
Schnieders Capital Management
California
$520K -$681 -30 -0.1%
CG
547
Caprock Group
Idaho
$514K +$504K +22,209 New
BCM
548
BTR Capital Management
California
$511K -$426K -18,740 -46%
GWM
549
Geneos Wealth Management
Colorado
$511K +$129K +5,681 +33%
HCM
550
Hollencrest Capital Management
California
$508K +$499K +21,960 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.