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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
LA
626
Lynch & Associates
Indiana
$367K
GIM
627
Goelzer Investment Management
Indiana
$365K -$112K -4,949 -24%
RG
628
Rikoon Group
New Mexico
$365K -$81.5K -3,588 -19%
EFS
629
Essex Financial Services
Connecticut
$365K -$22.5K -991 -6%
PA
630
Parallel Advisors
California
$364K +$24.1K +1,060 +7%
CAM
631
Cresset Asset Management
Illinois
$363K -$202K -8,882 -36%
VWM
632
Valley Wealth Managers
New Jersey
$356K -$42.6K -1,874 -11%
BFA
633
Beaumont Financial Advisors
Massachusetts
$356K
GAB
634
German American Bancorp
Indiana
$355K -$13.1K -575 -4%
SSWG
635
Seven Springs Wealth Group
Tennessee
$355K +$12.6K +557 +4%
HCM
636
Hudson Capital Management
New Jersey
$354K +$348K +15,315 New
DI
637
Diligent Investors
California
$353K +$99.3K +4,371 +40%
QCG
638
Quadrant Capital Group
Ohio
$351K +$310K +13,639 +903%
RWA
639
River Wealth Advisors
Pennsylvania
$349K -$10.2K -448 -3%
ACM
640
Allred Capital Management
Texas
$347K +$30K +1,321 +10%
AF
641
Apexium Financial
Texas
$346K +$339K +14,946 New
FHA
642
First Horizon Advisors
Tennessee
$345K -$3.66K -161 -1%
SWA
643
Stratos Wealth Advisors
Ohio
$343K -$84.7K -3,732 -20%
SBL
644
Sargent Bickham Lagudis
Colorado
$343K -$66.8K -2,941 -17%
BI
645
Bramshill Investments
Florida
$341K -$793K -34,930 -70%
AW
646
ACG Wealth
Georgia
$340K +$19.2K +844 +6%
FNC
647
First National Corp
Massachusetts
$340K +$38.2K +1,684 +13%
PWS
648
Private Wealth Strategies
Ohio
$339K -$114K -5,011 -25%
CT
649
Chicago Trust
Illinois
$337K -$34.7K -1,529 -10%
GIA
650
Granite Investment Advisors
New Hampshire
$337K

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.