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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
SCA
726
Sage Capital Advisors
South Dakota
$285K +$281K +10,192 New
AWE
727
Avidian Wealth Enterprises
Texas
$282K -$3.73M -135,218 -93%
AIM
728
Aspen Investment Management
Michigan
$282K -$18.6K -675 -6%
HFA
729
High Falls Advisors
New York
$280K -$7.01K -254 -2%
YIA
730
YHB Investment Advisors
Connecticut
$279K +$33.5K +1,215 +14%
RIM
731
Rampart Investment Management
Connecticut
$277K +$273K +9,879 New
WVP
732
Worth Venture Partners
New Jersey
$274K -$145K -5,255 -35%
STA
733
Summit Trail Advisors
New York
$274K -$118K -4,267 -30%
LWM
734
Lyons Wealth Management
Florida
$274K -$10.5K -380 -4%
HCM
735
Hollencrest Capital Management
California
$274K
EW
736
Evoke Wealth
California
$274K +$270K +9,782 New
BPM
737
Bowling Portfolio Management
Ohio
$273K -$44.3K -1,604 -14%
VIM
738
Vista Investment Management
Pennsylvania
$271K -$8.12K -294 -3%
S
739
SignatureFD
Georgia
$270K -$55.3K -2,003 -17%
BPA
740
Beacon Pointe Advisors
California
$270K +$24K +871 +10%
BSA
741
Braun Stacey Associates
New York
$267K -$6.35K -230 -2%
AMG
742
Asset Management Group
Connecticut
$267K +$939 +34 +0.4%
VC
743
Vicus Capital
Pennsylvania
$264K -$12.9K -466 -5%
LFPWM
744
Leicht Financial Planning & Wealth Management
New Jersey
$263K +$259K +9,381 New
AWA
745
ARS Wealth Advisors
Florida
$260K -$43.6K -1,579 -15%
CIAS
746
Capital Investment Advisory Services
North Carolina
$259K -$23K -834 -8%
PCM
747
Parsons Capital Management
Rhode Island
$257K -$4.83K -175 -2%
BL
748
BFSG LLC
California
$256K -$19.3K -700 -7%
TVAMP
749
Tennessee Valley Asset Management Partners
Tennessee
$256K +$9.28K +336 +4%
NL
750
NWAM LLC
Washington
$255K +$21.3K +770 +9%

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.