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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
BSW
601
Buckingham Strategic Wealth
Missouri
$399K +$22.1K +975 +6%
NFC
602
Northeast Financial Consultants
Connecticut
$397K +$389K +17,143 New
GA
603
Greytown Advisors
Florida
$394K -$438K -19,297 -53%
CWA
604
Clarus Wealth Advisors
Arizona
$394K +$54.2K +2,386 +16%
GLA
605
Good Life Advisors
Pennsylvania
$390K -$6.7K -295 -2%
WT
606
Whittier Trust
California
$388K -$22.7K -1,000 -6%
FFA
607
Fragasso Financial Advisors
Pennsylvania
$388K +$355K +15,640 New
JIR
608
James Investment Research
Ohio
$387K -$46.6K -2,050 -11%
IAP
609
Indie Asset Partners
Indiana
$386K -$140K -6,175 -29%
CA
610
Cornerstone Advisory
Maryland
$385K -$55.5K -2,443 -13%
Chevy Chase Trust
611
Chevy Chase Trust
Maryland
$382K +$15.4K +677 +4%
BA
612
Ballew Advisors
Mississippi
$378K +$138K +6,087 +59%
CIM
613
Contravisory Investment Management
Massachusetts
$377K +$153K +6,737 +78%
NWP
614
Northstar Wealth Partners
Connecticut
$376K -$151K -6,662 -29%
WEC
615
Winslow Evans & Crocker
Massachusetts
$376K -$70.2K -3,091 -16%
OFG
616
Oxford Financial Group
Indiana
$376K
HSA
617
HBK Sorce Advisory
Pennsylvania
$374K +$33.3K +1,465 +10%
MA
618
MCF Advisors
Kentucky
$374K +$367K +16,180 New
XWM
619
Xcel Wealth Management
Florida
$373K
WCA
620
Windsor Creek Advisors
Vermont
$372K -$899K -39,577 -71%
CTB
621
Country Trust Bank
Illinois
$372K +$293K +12,900 +405%
KIG
622
Kessler Investment Group
Indiana
$371K -$345K -15,184 -49%
UR
623
USCA RIA
Texas
$371K +$364K +16,037 New
RBCM
624
Raub Brock Capital Management
California
$370K
AUB
625
Atlantic Union Bankshares
Virginia
$370K +$363K +15,987 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.