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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
KM
726
Kalos Management
Georgia
$257K +$242K +10,650 New
WVP
727
Worth Venture Partners
New Jersey
$255K -$65.4K -2,880 -21%
RMDI
728
R.M. Davis Inc
Maine
$251K -$150K -6,604 -38%
EC
729
Estate Counselors
Wisconsin
$251K -$81.7K -3,600 -25%
AIM
730
Aspen Investment Management
Michigan
$251K
LF
731
LifeSteps Financial
California
$251K +$11.9K +526 +5%
TFF
732
The Family Firm
Maryland
$249K +$1.59K +70 +0.7%
WPC
733
White Pine Capital
Minnesota
$249K +$10.2K +450 +4%
AIM
734
Acropolis Investment Management
Missouri
$246K -$56.2K -2,476 -19%
CNFG
735
Creegan & Nassoura Financial Group
New Hampshire
$244K
VCM
736
Vivaldi Capital Management
Illinois
$244K +$220K +9,679 New
PA
737
PSI Advisors
Florida
$244K +$240K +10,561 New
CDH
738
Charles D. Hyman
$243K
SBSB
739
Sullivan, Bruyette, Speros & Blaney
Virginia
$242K -$112K -4,911 -32%
GG
740
Gofen & Glossberg
Illinois
$242K -$36.3K -1,600 -13%
LA
741
LVW Advisors
New York
$241K +$236K +10,400 New
DCM
742
Donaldson Capital Management
Indiana
$240K +$235K +10,351 New
ACM
743
AlphaStar Capital Management
North Carolina
$238K -$10.7K -470 -5%
CHA
744
Carmichael Hill & Associates
Maryland
$237K +$46.1K +2,032 +25%
DMC
745
Drexel Morgan & Co
Pennsylvania
$236K
ECM
746
Exchange Capital Management
Michigan
$236K +$231K +10,187 New
RWA
747
Ropes Wealth Advisors
Massachusetts
$235K
BFEC
748
Benjamin F. Edwards & Company
Missouri
$233K -$54.9K -2,419 -19%
VA
749
Valmark Advisers
Ohio
$232K +$228K +10,029 New
BPA
750
Beacon Pointe Advisors
California
$230K -$57.4K -2,529 -20%

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.