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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
DCM
676
Dimension Capital Management
Florida
$301K -$20.7K -910 -7%
IAMOG
677
Investors Asset Management of Georgia
Georgia
$301K -$4.04K -178 -1%
AFP
678
Ausdal Financial Partners
Iowa
$301K +$1.36K +60 +0.5%
FHC
679
First Heartland Consultants
Missouri
$301K +$64.8K +2,855 +28%
BDS
680
Banco de Sabadell
Florida
$299K
NB
681
Northwest Bancshares
Pennsylvania
$297K +$291K +12,832 New
BC
682
Bartlett & Co
Ohio
$296K +$172K +7,560 +145%
BCWM
683
Bartlett & Co Wealth Management
Ohio
$296K +$172K +7,560 +145%
Mercer Global Advisors
684
Mercer Global Advisors
Colorado
$295K -$96.3K -4,240 -25%
TA
685
Trellis Advisors
Washington
$295K
APWM
686
Atlas Private Wealth Management
New York
$294K -$10.7K -472 -4%
HPC
687
HM Payson & Co
Maine
$294K
SFP
688
Shepherd Financial Partners
Massachusetts
$293K -$85.4K -3,760 -23%
VCA
689
Verdence Capital Advisors
Maryland
$293K +$4.77K +210 +2%
LPT
690
Legacy Private Trust
Wisconsin
$293K +$13.7K +602 +5%
GA
691
GFS Advisors
Texas
$292K -$1.68M -73,825 -85%
PFPT
692
Pinnacle Financial Partners (Tennessee)
Tennessee
$292K -$168K -7,389 -37%
AWM
693
Alterna Wealth Management
Texas
$290K +$284K +12,526 New
BAS
694
Brown Advisory Securities
Maryland
$289K -$5.06K -223 -2%
MPIA
695
Mountain Pacific Investment Advisers
Idaho
$289K
FWSM
696
First Wilshire Securities Management
California
$287K
RIA
697
Regal Investment Advisors
Michigan
$287K +$282K +12,414 New
CNBT
698
Cornerstone National Bank & Trust
Illinois
$284K -$13.6K -600 -5%
SDAM
699
Shulman DeMeo Asset Management
New York
$283K -$68.4K -3,011 -20%
EWA
700
EP Wealth Advisors
California
$282K -$1.04M -45,647 -79%

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.