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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
SAM
751
SP Asset Management
California
$229K +$225K +9,912 New
STA
752
Summit Trail Advisors
New York
$226K
IIA
753
IPG Investment Advisors
California
$224K +$220K +9,700 New
BIM
754
Baldwin Investment Management
Pennsylvania
$224K -$11.4K -500 -5%
BFC
755
Bedel Financial Consulting
Indiana
$223K -$6.99K -308 -3%
SC
756
SouthState Corp
Florida
$223K +$219K +9,635 New
TA
757
Tiedemann Advisors
New York
$222K -$35.4K -1,560 -14%
QCM
758
Quest Capital Management
Texas
$222K
IAS
759
Investment Advisory Services
Texas
$222K +$318 +14 +0.1%
LS
760
Leelyn Smith
Illinois
$221K +$217K +9,543 New
AI
761
Accredited Investors
Minnesota
$220K -$275K -12,093 -56%
S
762
SignatureFD
Georgia
$220K +$727 +32 +0.3%
VIM
763
Vista Investment Management
Pennsylvania
$219K +$215K +9,478 New
SMFS
764
Squar Milner Financial Services
California
$218K +$20.8K +914 +11%
LFPWM
765
Leicht Financial Planning & Wealth Management
New Jersey
$217K +$220K +9,692 New
CC
766
Courier Capital
New York
$215K +$213K +9,361 New
QIM
767
Quest Investment Management
Oregon
$213K -$34.1K -1,500 -14%
ARG
768
Advisory Resource Group
Oklahoma
$213K -$24.2K -1,067 -10%
IF
769
Intrua Financial
Texas
$213K +$193K +8,497 New
PFM
770
Parsec Financial Management
North Carolina
$213K +$209K +9,192 New
RMAM
771
Raab & Moskowitz Asset Management
New Jersey
$212K -$64.1K -2,822 -23%
UBG
772
United Bank (Georgia)
Georgia
$211K -$659K -29,035 -76%
CIAS
773
Capital Investment Advisory Services
North Carolina
$210K +$32.3K +1,423 +19%
AMG
774
Asset Management Group
Connecticut
$210K +$206K +9,060 New
VC
775
Vicus Capital
Pennsylvania
$210K +$206K +9,066 New

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.