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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
GPA
676
Guidance Point Advisors
Massachusetts
$345K +$340K +12,331 New
BA
677
Boston Advisors
Massachusetts
$343K -$116K -4,188 -26%
BFS
678
Bradley Foster & Sargent
Connecticut
$343K
IAMOG
679
Investors Asset Management of Georgia
Georgia
$343K +$21.5K +779 +7%
OAM
680
Oppenheimer Asset Management
New York
$340K -$19.7K -713 -6%
RIA
681
Regal Investment Advisors
Michigan
$340K +$4.44K +161 +1%
TFF
682
The Family Firm
Maryland
$338K -$44.3K -1,604 -12%
WSFS
683
Wilmington Savings Fund Society
Delaware
$337K -$186K -6,745 -36%
Cerity Partners
684
Cerity Partners
New York
$336K -$19.9K -720 -6%
WC
685
Whitney & Co
New York
$334K -$71.8K -2,600 -19%
AWA
686
Acorn Wealth Advisors
Michigan
$333K -$414 -15 -0.1%
GG
687
Gofen & Glossberg
Illinois
$332K +$42.5K +1,540 +15%
KJWM
688
Kiley Juergens Wealth Management
Washington
$331K -$234K -8,489 -42%
GVAG
689
Great Valley Advisor Group
Delaware
$329K -$21.5K -780 -6%
ACM
690
AlphaStar Capital Management
North Carolina
$329K -$248 -9 -0.1%
LA
691
Legacy Advisors
Pennsylvania
$327K +$184K +6,665 +133%
PCA
692
Personal Capital Advisors
California
$325K -$3.73K -135 -1%
TSS
693
Two Sigma Securities
New York
$324K -$1.78M -64,356 -85%
ECM
694
Evergreen Capital Management
Washington
$323K
ECM
695
Elgethun Capital Management
South Dakota
$321K -$19.3K -700 -6%
BFG
696
Bouchey Financial Group
New York
$320K -$17.5K -634 -5%
RWA
697
River Wealth Advisors
Pennsylvania
$318K +$33.3K +1,208 +12%
MWM
698
Mission Wealth Management
California
$315K +$91.5K +3,314 +42%
FMTCOCP
699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$314K
VCA
700
Verdence Capital Advisors
Maryland
$314K +$49.5K +1,794 +19%

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.