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State Street Financial Select Sector SPDR ETF

1,373 hedge funds and large institutions have $19.5B invested in State Street Financial Select Sector SPDR ETF in 2022 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 475 increasing their positions, 610 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.05% less ownership

Funds ownership: 68.05%66.01% (-2%)

9% less funds holding

Funds holding: 1,5071,373 (-134)

22% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 610

26% less funds holding in top 10

Funds holding in top 10: 8664 (-22)

40% less call options, than puts

Call options by funds: $3.34B | Put options by funds: $5.56B

55% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 208

93% less capital invested

Capital invested by funds: $280B → $19.5B (-$260B)

Holders
1,373
Holders Change
-134
Holders Change %
-8.89%
% of All Funds
23.13%
Holding in Top 10
64
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-25.58%
% of All Funds
1.08%
New
93
Increased
475
Reduced
610
Closed
208
Calls
$3.34B
Puts
$5.56B
Net Calls
-$2.23B
Net Calls Change
+$3.93B
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
676
Bartlett & Co Wealth Management
Ohio
$799K +$474K +13,715 +117%
BC
677
Bartlett & Co
Ohio
$799K +$474K +13,715 +117%
AI
678
AXS Investments
New York
$787K +$334K +9,665 +63%
OCM
679
Ovata Capital Management
Hong Kong
$786K +$864K +25,000 New
WAS
680
WESPAC Advisors SoCal
California
$763K -$15.4K -445 -2%
SCM
681
Schnieders Capital Management
California
$751K -$14.6K -423 -2%
HAS
682
HBW Advisory Services
California
$749K -$93.3K -2,701 -10%
JCM
683
Janney Capital Management
Pennsylvania
$748K -$143K -4,148 -15%
AIC
684
Ayalon Insurance Company
Israel
$747K +$80.5K +2,330 +11%
PFPT
685
Pinnacle Financial Partners (Tennessee)
Tennessee
$747K +$330K +9,557 +67%
WEG
686
World Equity Group
Illinois
$740K -$195K -5,630 -19%
PCA
687
Personal Capital Advisors
California
$739K -$85.6K -2,476 -10%
CIC
688
Chilton Investment Company
Connecticut
$739K
BWM
689
Bulltick Wealth Management
Florida
$738K +$49.5K +1,433 +7%
FIA
690
Foundations Investment Advisors
Arizona
$737K -$7.45M -215,462 -90%
KFP
691
KMG Fiduciary Partners
Ohio
$737K -$14.3K -414 -2%
LJCM
692
Lee Johnson Capital Management
Texas
$737K +$4.74K +137 +0.6%
XWM
693
Xcel Wealth Management
Florida
$735K
BJL
694
Brighton Jones LLC
Washington
$734K -$52.9K -1,532 -6%
AMG
695
Advisors Management Group
Wisconsin
$731K +$33.7K +974 +4%
AFP
696
Ausdal Financial Partners
Iowa
$728K +$122K +3,522 +18%
SIC
697
Salem Investment Counselors
North Carolina
$723K +$760 +22 +0.1%
CA
698
CoreCap Advisors
Michigan
$722K -$773K -22,357 -49%
AP
699
Appleton Partners
Massachusetts
$722K +$440K +12,723 +124%
DBRC
700
D.B. Root & Company
Pennsylvania
$721K +$43.8K +1,266 +6%

XLF Hedge Fund Activity: Q2 2022 in Review

1,373 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2022, worth a combined $19.5B — down 93% from $280B a quarter earlier.

Sellers outnumbered buyers: 208 funds closed out of XLF and 93 opened new positions — a net loss of 115 holders — while 610 trimmed existing stakes and 475 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $443M. The largest seller was Altshuler Shaham, cutting an estimated $2.22B.

  • 1,373 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2022, down from 1,507 in Q1 2022.
  • Funds reported $19.5B of State Street Financial Select Sector SPDR ETF stock for Q2 2022, down 93% quarter-over-quarter.
  • 93 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2022 and 208 closed out, a net change of -115 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $443M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2022 was Altshuler Shaham, an estimated $2.22B sold.

Based on aggregated 13F filings for Q2 2022.