We are live on ! Find out more
XLF icon

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
FA
751
Faithward Advisors
Pennsylvania
$254K +$251K +9,087 New
LCS
752
Levin Capital Strategies
New York
$252K
SC
753
Schoolcraft Capital
Colorado
$252K
CC
754
Courier Capital
New York
$252K +$1.41K +51 +0.5%
AAP
755
Arax Advisory Partners
Colorado
$250K -$7.34K -266 -3%
CAL
756
Capital Advisors Ltd
Ohio
$250K
PFM
757
Parsec Financial Management
North Carolina
$249K
LJAC
758
L.J. Altfest & Co
New York
$248K +$28 +1 +0%
TA
759
Tiedemann Advisors
New York
$247K +$243K +8,795 New
FFG
760
Fortem Financial Group
California
$246K -$217K -7,852 -47%
RMDI
761
R.M. Davis Inc
Maine
$242K -$6.9K -250 -3%
MCM
762
Maryland Capital Management
Maryland
$242K
NCM
763
Novare Capital Management
North Carolina
$241K -$239K -8,641 -50%
VWA
764
V Wealth Advisors
Kansas
$241K -$883 -32 -0.4%
EWM
765
Empirical Wealth Management
Washington
$241K +$237K +8,601 New
HWA
766
HCR Wealth Advisors
California
$240K -$73.7K -2,669 -24%
BPB
767
Badgley, Phelps & Bell
Washington
$240K
RMC
768
Resources Management Corp
Connecticut
$240K +$237K +8,573 New
TH
769
Timber Hill
Connecticut
$238K +$235K +8,500 New
EFS
770
Essex Financial Services
Connecticut
$237K +$234K +8,463 New
IIC
771
Integrated Investment Consultants
Michigan
$236K -$7.43K -269 -3%
ARG
772
Advisory Resource Group
Oklahoma
$235K -$117K -4,241 -34%
FC
773
Ferris Capital
Massachusetts
$235K
MRCM
774
M&R Capital Management
New Jersey
$235K
VR
775
Viridian RIA
Washington
$235K +$231K +8,384 New

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.