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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
HSA
776
HBK Sorce Advisory
Pennsylvania
$234K -$1.17M -42,288 -84%
APW
777
Acima Private Wealth
Virginia
$234K
CAM
778
Claret Asset Management
Quebec, Canada
$234K
PMFA
779
Plante Moran Financial Advisors
Michigan
$234K
RA
780
RFG Advisory
Alabama
$232K +$18.3K +663 +9%
CRWM
781
Castle Rock Wealth Management
California
$231K +$215K +7,775 New
ACG
782
Allen Capital Group
Nebraska
$229K -$32K -1,160 -12%
CAI
783
Capital Advisors Inc
Oklahoma
$228K
HFS
784
Howard Financial Services
Texas
$228K
HW
785
Hancock Whitney
Mississippi
$228K +$225K +8,150 New
WA
786
Wealth Architects
California
$227K -$966 -35 -0.4%
AMIM
787
Aull & Monroe Investment Management
Alabama
$227K
BFG
788
Barber Financial Group
Kansas
$227K +$83 +3 +0%
VCM
789
Vivaldi Capital Management
Illinois
$226K -$87.6K -3,172 -28%
TWM
790
Torch Wealth Management
Ohio
$226K +$166 +6 +0.1%
SC
791
SouthState Corp
Florida
$225K
AIM
792
Allen Investment Management
New York
$224K
ATPW
793
Ashton Thomas Private Wealth
Arizona
$224K -$42.1K -1,526 -16%
CT
794
Chicago Trust
Illinois
$223K -$163K -5,906 -43%
PGWM
795
Parisi Gray Wealth Management
New Jersey
$223K -$82.4K -2,986 -27%
DI
796
DFPG Investments
Utah
$222K -$20.6K -746 -8%
ESB
797
Essex Savings Bank
Connecticut
$221K -$162K -5,855 -43%
CAM
798
Cozad Asset Management
Illinois
$221K
LW
799
Linscomb Wealth
Texas
$220K -$27.6K -1,000 -11%
FFA
800
First Foundation Advisors
California
$220K +$217K +7,846 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.