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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
ONST
651
Old North State Trust
North Carolina
$385K -$5.33K -193 -1%
FAM
652
Formidable Asset Management
Ohio
$382K -$1.45M -52,554 -79%
BSW
653
Buckingham Strategic Wealth
Missouri
$382K -$133K -4,815 -26%
DI
654
Diligent Investors
California
$381K -$19.3K -700 -5%
MWA
655
Meridian Wealth Advisors
Texas
$381K +$34.5K +1,250 +10%
DWM
656
Doyle Wealth Management
Florida
$380K +$47K +1,702 +14%
CL
657
CPWM LLC
Washington
$378K -$19.2K -696 -5%
SCM
658
Stellar Capital Management
Arizona
$371K -$20.7K -750 -5%
MGIA
659
Moneta Group Investment Advisors
Missouri
$370K +$365K +13,214 New
FWM
660
Foresight Wealth Management
Utah
$369K -$109K -3,945 -23%
TA
661
Trellis Advisors
Washington
$369K
ICM
662
IMS Capital Management
Oregon
$368K +$939 +34 +0.3%
TW
663
Transform Wealth
Colorado
$361K -$389K -14,106 -52%
AWA
664
Arete Wealth Advisors
Illinois
$360K -$10.9K -395 -3%
SFG
665
StrategIQ Financial Group
Indiana
$359K -$139K -5,041 -28%
H
666
HoyleCohen
California
$358K +$5.6K +203 +2%
AIL
667
AGF Investments LLC
Ontario, Canada
$358K +$10.2K +371 +3%
HPC
668
HM Payson & Co
Maine
$356K -$22.6K -820 -6%
ECG
669
Edge Capital Group
Georgia
$355K
ECM
670
Exchange Capital Management
Michigan
$353K -$37K -1,340 -10%
WTB
671
Washington Trust Bank
Washington
$351K -$95.7K -3,466 -22%
BAM
672
Berkshire Asset Management
Pennsylvania
$351K -$61.6K -2,230 -15%
FWSM
673
First Wilshire Securities Management
California
$351K
BWM
674
Brickley Wealth Management
California
$349K
RT
675
Rockland Trust
Massachusetts
$347K -$121K -4,392 -25%

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.