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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
Brown Advisory
51
Brown Advisory
Maryland
$38M -$230K -8,341 -0.6%
US Bancorp
52
US Bancorp
Minnesota
$36.7M -$1.26M -45,781 -3%
ONB
53
Old National Bancorp
Indiana
$35.8M -$8.23M -298,223 -19%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$35.5M +$3.87M +140,108 +12%
Squarepoint
55
Squarepoint
New York
$35.5M +$33.9M +1,226,263 +2,920%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$35.3M -$8.39M -303,992 -19%
CI Investments Inc
57
CI Investments Inc
Ontario, Canada
$31M +$21.6M +782,133 +240%
AP
58
Advisors Preferred
Maryland
$30.6M +$30.2M +1,093,130 New
ST
59
Spinnaker Trust
Maine
$29.9M +$155K +5,602 +0.5%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$28.5M +$15.7M +568,606 +127%
KIA
61
KCM Investment Advisors
California
$28.2M +$296K +10,706 +1%
SB
62
Suntrust Banks
Georgia
$27.1M -$11.7M -425,316 -31%
OQC
63
Optimum Quantvest Corp
Connecticut
$26.8M
Stifel Financial
64
Stifel Financial
Missouri
$26.2M +$2.51M +91,037 +11%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$26.1M -$6.28M -227,443 -20%
Parallax Volatility Advisers
66
Parallax Volatility Advisers
California
$25.9M +$5.86M +212,347 +30%
SFM
67
Soros Fund Management
New York
$25.7M
Baird Financial Group
68
Baird Financial Group
Wisconsin
$23.6M -$389K -14,084 -2%
AG
69
Advisor Group
Arizona
$23.4M -$2.12M -76,936 -8%
Deutsche Bank
70
Deutsche Bank
Germany
$23.3M -$89.3M -3,236,073 -80%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$21.5M +$17.7M +642,395 +511%
AFG
72
Albion Financial Group
Utah
$20.2M -$1.52M -55,148 -7%
MML Investors Services
73
MML Investors Services
Massachusetts
$19.9M -$12.2M -442,374 -38%
PI
74
Putnam Investments
Massachusetts
$18.6M -$1.55M -56,200 -8%
BOPW
75
Brandywine Oak Private Wealth
Pennsylvania
$18.5M +$284K +10,295 +2%

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.