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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
Bessemer Group
551
Bessemer Group
New Jersey
$579K +$66.3K +2,400 +13%
WEC
552
Winslow Evans & Crocker
Massachusetts
$576K -$299K -10,846 -35%
PAM
553
Private Asset Management
California
$575K +$1.1K +40 +0.2%
CWA
554
Clarus Wealth Advisors
Arizona
$575K +$181K +6,564 +47%
BC
555
Brinker Capital
Pennsylvania
$573K +$1.82K +66 +0.3%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$572K -$101K -3,675 -15%
VFA
557
Voya Financial Advisors
Connecticut
$572K -$46.8K -1,694 -8%
GA
558
Greytown Advisors
Florida
$569K
PWP
559
Principle Wealth Partners
Connecticut
$562K +$152K +5,500 +38%
EWA
560
Exencial Wealth Advisors
Oklahoma
$553K +$6.85K +248 +1%
RG
561
Rikoon Group
New Mexico
$552K -$25.6K -928 -4%
DC
562
Davenport & Co
Virginia
$549K +$12.8K +465 +2%
GLA
563
Good Life Advisors
Pennsylvania
$548K -$167K -6,048 -23%
WS
564
Wela Strategies
Georgia
$535K -$2.89M -104,630 -85%
CAGAS
565
Capital Advisory Group Advisory Services
Minnesota
$530K -$27.6K -999 -5%
FTI
566
Fiduciary Trust International
Massachusetts
$530K
KLCM
567
KG&L Capital Management
Louisiana
$528K +$2.18K +79 +0.4%
CA
568
Cornerstone Advisory
Maryland
$515K -$36.5K -1,323 -7%
TNB
569
Thomasville National Bank
Georgia
$509K -$1.41K -51 -0.3%
HH
570
Hilltop Holdings
Texas
$508K +$2.26K +82 +0.5%
LFS
571
Legacy Financial Strategies
Kansas
$503K -$715K -25,919 -60%
Truist Financial
572
Truist Financial
North Carolina
$498K -$60.3K -2,184 -11%
VWM
573
Valley Wealth Managers
New Jersey
$495K -$38.5K -1,393 -7%
SHA
574
Seneca House Advisors
Virginia
$494K -$27.6K -1,001 -5%
EPA
575
Element Pointe Advisors
Florida
$492K -$57.1K -2,070 -11%

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.