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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
GEA
701
Glen Eagle Advisors
New Jersey
$314K -$131K -4,751 -30%
SDAM
702
Shulman DeMeo Asset Management
New York
$313K -$270K -9,797 -47%
RCG
703
Ruggie Capital Group
Florida
$313K +$308K +11,161 New
UFF
704
USA Financial Formulas
Michigan
$312K -$66.1K -2,395 -18%
BFC
705
Bedel Financial Consulting
Indiana
$307K +$83 +3 +0%
WPC
706
White Pine Capital
Minnesota
$305K
CAM
707
Carret Asset Management
New York
$305K +$2.76K +100 +0.9%
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$305K +$3.42K +124 +1%
EDRH
709
Edmond de Rothschild Holding
Switzerland
$304K
RWA
710
Ropes Wealth Advisors
Massachusetts
$303K -$3.23K -117 -1%
BIM
711
Baldwin Investment Management
Pennsylvania
$302K +$2.35K +85 +0.8%
WMA
712
Wealth Management Associates
New Jersey
$302K -$11.4K -413 -4%
QIM
713
Quest Investment Management
Oregon
$300K
SC
714
Sepio Capital
Utah
$300K +$295K +10,703 New
FFBTD
715
First Financial Bank - Trust Division
Ohio
$298K
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$297K -$24.2K -875 -8%
BFO
717
Biltmore Family Office
North Carolina
$297K
CFGS
718
Concourse Financial Group Securities
Alabama
$295K -$761K -27,561 -72%
AIM
719
Acropolis Investment Management
Missouri
$292K +$288K +10,436 New
QCM
720
Quest Capital Management
Texas
$291K
PCM
721
Pointe Capital Management
Michigan
$289K -$55.2K -2,000 -16%
FIM
722
Fernwood Investment Management
Massachusetts
$289K +$285K +10,317 New
DMC
723
Drexel Morgan & Co
Pennsylvania
$286K
WA
724
Waverly Advisors
Alabama
$285K -$442 -16 -0.2%
MC
725
Mathes Company
New York
$285K

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.