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State Street Financial Select Sector SPDR ETF

972 hedge funds and large institutions have $11.6B invested in State Street Financial Select Sector SPDR ETF in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 282 increasing their positions, 468 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.36% more ownership

Funds ownership: 61.23%75.58% (+14%)

13% less funds holding

Funds holding: 1,123972 (-151)

23% less capital invested

Capital invested by funds: $15.2B → $11.6B (-$3.56B)

39% less funds holding in top 10

Funds holding in top 10: 6741 (-26)

40% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 468

48% less call options, than puts

Call options by funds: $2.06B | Put options by funds: $3.92B

54% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 246

Holders
972
Holders Change
-151
Holders Change %
-13.45%
% of All Funds
21.42%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.9%
New
112
Increased
282
Reduced
468
Closed
246
Calls
$2.06B
Puts
$3.92B
Net Calls
-$1.86B
Net Calls Change
+$1.78B
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
776
Private Capital Group
Connecticut
$140K +$170K +6,178 +1,101%
KPCM
777
Kings Point Capital Management
New York
$137K -$110K -4,000 -38%
EW
778
Evoke Wealth
California
$137K +$181K +6,565 New
WB
779
Webster Bank
Connecticut
$130K -$629K -22,862 -79%
RBC
780
Roble Belko & Company
Pennsylvania
$130K +$168K +6,119 +5,666%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K +$172K +6,247 New
BWM
782
Baystate Wealth Management
Massachusetts
$128K +$11.1K +403 +7%
CAGAS
783
Capital Advisory Group Advisory Services
Minnesota
$124K -$37.1K -1,348 -18%
BW
784
Bison Wealth
Georgia
$123K -$5.62K -204 -3%
TRCT
785
Tower Research Capital (TRC)
New York
$121K -$77.8K -2,827 -33%
BWA
786
BDO Wealth Advisors
Florida
$120K +$92.4K +3,355 +139%
LWM
787
Liberty Wealth Management
California
$119K -$13.2K -480 -8%
AWA
788
Arkadios Wealth Advisors
Georgia
$118K +$165 +6 +0.1%
EWA
789
Evolution Wealth Advisors
Florida
$117K -$7.05M -256,109 -98%
LPIC
790
LeJeune Puetz Investment Counsel
Michigan
$116K
AW
791
Avion Wealth
Texas
$113K +$150K +5,448 New
KWM
792
Kingsview Wealth Management
Oregon
$113K +$150K +5,450 New
PCMK
793
Paragon Capital Management (Kansas)
Kansas
$112K +$148K +5,362 New
AIM
794
Anchor Investment Management
South Carolina
$112K -$33K -1,198 -18%
EWP
795
Engrave Wealth Partners
Texas
$111K +$881 +32 +0.6%
AA
796
AlphaMark Advisors
Kentucky
$111K +$27.5K +1,000 +23%
ATC
797
Adirondack Trust Company
New York
$109K
BC
798
Bartlett & Co
Ohio
$109K +$144K +5,225 New
BCWM
799
Bartlett & Co Wealth Management
Ohio
$109K -$668K -24,250 -82%
PFGIA
800
Patriot Financial Group Insurance Agency
Massachusetts
$105K -$46.5K -1,689 -30%

XLF Hedge Fund Activity: Q1 2020 in Review

972 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2020, worth a combined $11.6B — down 23% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 246 funds closed out of XLF and 112 opened new positions — a net loss of 134 holders — while 468 trimmed existing stakes and 282 added.

The largest buyer was Morgan Stanley, adding an estimated $1.07B. The largest seller was Prudential plc, exiting entirely with an estimated $636M sold.

  • 972 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2020, down from 1,123 in Q4 2019.
  • Funds reported $11.6B of State Street Financial Select Sector SPDR ETF stock for Q1 2020, down 23% quarter-over-quarter.
  • 112 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2020 and 246 closed out, a net change of -134 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2020 was Morgan Stanley, an estimated $1.07B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2020 was Prudential plc, an estimated $636M sold.

Based on aggregated 13F filings for Q1 2020.