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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
FEM
576
Fulcrum Equity Management
Texas
$459K +$450K +19,834 New
AWA
577
Arete Wealth Advisors
Illinois
$454K +$135K +5,939 +43%
ACP
578
Aveo Capital Partners
Colorado
$454K +$446K +19,630 New
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$451K +$62K +2,732 +16%
SW
580
SkyOak Wealth
Michigan
$450K -$161K -7,087 -27%
Neuberger Berman Group
581
Neuberger Berman Group
New York
$442K -$101K -4,435 -19%
AFA
582
American Financial Advisors
Georgia
$432K +$86.2K +3,798 +27%
SSB
583
Sandy Spring Bank
Maryland
$431K -$26.1K -1,150 -6%
BCM
584
Bourgeon Capital Management
Connecticut
$429K +$397K +17,500 +1,714%
Northwestern Mutual Wealth Management
585
Northwestern Mutual Wealth Management
Wisconsin
$427K -$2.52M -111,074 -86%
KLCM
586
KG&L Capital Management
Louisiana
$427K +$15.9K +699 +4%
WOSD
587
WFA of San Diego
California
$426K +$314K +13,849 New
OR
588
Olympiad Research
Connecticut
$425K -$736K -32,405 -64%
Macquarie Group
589
Macquarie Group
Australia
$424K +$416K +18,322 New
APW
590
Aurora Private Wealth
New Jersey
$423K -$233K -10,260 -36%
TC
591
Telemus Capital
Michigan
$423K +$195K +8,581 +91%
NIP
592
Nicholas Investment Partners
California
$422K +$414K +18,224 New
TNB
593
Thomasville National Bank
Georgia
$421K
SS
594
Sunbelt Securities
Texas
$420K +$412K +18,149 New
SBH
595
Segall Bryant & Hamill
Illinois
$419K +$26.3K +1,157 +7%
NFG
596
Nations Financial Group
Iowa
$417K -$20.6K -909 -5%
SCM
597
Symons Capital Management
Pennsylvania
$412K +$16.2K +712 +4%
MWM
598
Mission Wealth Management
California
$412K +$98.3K +4,330 +32%
MFG
599
Magnus Financial Group
New York
$411K -$1.45M -63,741 -78%
PWP
600
Principle Wealth Partners
Connecticut
$409K +$1.68K +74 +0.4%

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.