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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
LP
551
LGL Partners
Pennsylvania
$506K +$3.23K +142 +0.7%
FNBT
552
FineMark National Bank & Trust
Florida
$505K +$2.43K +107 +0.5%
HH
553
Hilltop Holdings
Texas
$504K +$30.9K +1,360 +7%
SCCM
554
Schafer Cullen Capital Management
New York
$498K -$14.7M -645,542 -97%
GBT
555
Grove Bank & Trust
Florida
$498K -$63.1K -2,777 -11%
MSAM
556
Moloney Securities Asset Management
Missouri
$496K +$9.74K +429 +2%
AWM
557
Avitas Wealth Management
California
$495K +$409 +18 +0.1%
MAFM
558
Mid Atlantic Financial Management
Pennsylvania
$490K -$58.3K -2,566 -11%
NGA
559
Naples Global Advisors
Florida
$487K -$62.1K -2,735 -12%
FUBT
560
First United Bank & Trust
Maryland
$484K -$163K -7,200 -26%
Marshall Wace
561
Marshall Wace
United Kingdom
$480K +$255K +11,232 +118%
NEWAS
562
N.E.W. Advisory Services
Wisconsin
$480K +$471K +20,723 New
JGC
563
J. Goldman & Co
New York
$478K +$469K +20,649 New
PAM
564
Private Asset Management
California
$477K +$250 +11 +0.1%
SFM
565
Signet Financial Management
New Jersey
$476K -$64.8K -2,855 -13%
BAM
566
Berkshire Asset Management
Pennsylvania
$476K -$12.1K -535 -3%
SIM
567
Sterling Investment Management
Arizona
$475K -$9.92K -437 -2%
WANY
568
Wealthspire Advisors (New York)
New York
$475K +$191K +8,394 +69%
CCM
569
Covington Capital Management
California
$472K
WAM
570
Wolverine Asset Management
Illinois
$472K +$361K +15,900 +353%
NFG
571
Next Financial Group
Texas
$471K -$11.4K -503 -2%
EWA
572
Exencial Wealth Advisors
Oklahoma
$468K +$9.79K +431 +2%
TFA
573
Transamerica Financial Advisors
Florida
$465K +$456K +20,088 New
CAM
574
CenterStar Asset Management
Illinois
$462K
FA
575
Fagan Associates
New York
$459K -$32.9K -1,450 -7%

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.