We are live on ! Find out more
XLF icon

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
AG
576
Appleton Group
Wisconsin
$486K -$4.44K -161 -0.9%
PAS
577
Partnervest Advisory Services
California
$485K -$186K -6,753 -28%
SFA
578
Sequoia Financial Advisors
Ohio
$485K -$38K -1,378 -7%
SWA
579
Stratos Wealth Advisors
Ohio
$484K -$50K -1,813 -9%
KFC
580
Klingenstein Fields & Co
New York
$482K -$1.66K -60 -0.3%
JCM
581
Jacobi Capital Management
Pennsylvania
$482K +$9.05K +328 +2%
CA
582
Continuum Advisory
Idaho
$481K -$18.6K -673 -4%
SBH
583
Segall Bryant & Hamill
Illinois
$480K -$112K -4,058 -19%
GIA
584
Gladstone Institutional Advisory
Florida
$480K +$31.6K +1,144 +7%
CCM
585
Courage Capital Management
Tennessee
$476K
GEM
586
Global Endowment Management
North Carolina
$473K -$284K -10,280 -38%
WPW
587
Waldron Private Wealth
Pennsylvania
$472K -$98.9K -3,582 -17%
MAS
588
Madden Advisory Services
Florida
$471K -$154K -5,589 -25%
KFP
589
KMG Fiduciary Partners
Ohio
$470K -$739K -26,764 -61%
FHC
590
First Heartland Consultants
Missouri
$470K +$9.52K +345 +2%
WTC
591
WhitTier Trust Company
Nevada
$470K +$33.4K +1,211 +8%
SWM
592
SeaCrest Wealth Management
New York
$467K -$37K -1,340 -7%
FCFC
593
First Commonwealth Financial Corp
Pennsylvania
$465K
EM
594
ELCO Management
New York
$461K
AWM
595
Aries Wealth Management
Maine
$460K -$103K -3,740 -18%
SMC
596
Smith, Moore & Co
Missouri
$459K -$39.4K -1,427 -8%
FBB
597
Fulton Breakefield Broenniman
Maryland
$456K -$8.94K -324 -2%
GT
598
Greenleaf Trust
Michigan
$455K -$7.73K -280 -2%
DSC
599
Duncker Streett & Co
Missouri
$455K
MAM
600
Meeder Asset Management
Ohio
$451K -$1.18M -42,852 -73%

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.