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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
AWA
776
Acorn Wealth Advisors
Michigan
$210K +$206K +9,085 New
SC
777
Schoolcraft Capital
Colorado
$208K +$204K +9,000 New
CAG
778
Crestwood Advisors Group
Massachusetts
$208K -$248K -10,927 -55%
LCS
779
Levin Capital Strategies
New York
$208K +$204K +9,000 New
WMA
780
Wealth Management Associates
New Jersey
$208K +$204K +8,975 New
SG
781
StoneX Group
New York
$205K -$77K -3,390 -28%
PCM
782
Pointe Capital Management
Michigan
$204K -$34.1K -1,500 -15%
RWM
783
Ritholtz Wealth Management
New York
$204K +$200K +8,812 New
JF
784
JSF Financial
California
$203K -$137K -6,043 -41%
AMC
785
Asset Management Corp
Illinois
$203K +$199K +8,773 New
ATC
786
Argent Trust Co
Tennessee
$203K +$200K +8,790 New
CAAS
787
Capital Asset Advisory Services
Michigan
$202K +$182K +7,994 New
SAS
788
Stelac Advisory Services
New York
$201K -$20.9K -920 -10%
BSA
789
Braun Stacey Associates
New York
$201K +$197K +8,689 New
BWM
790
Baystate Wealth Management
Massachusetts
$199K +$55.5K +2,445 +40%
IFAM
791
Institutional & Family Asset Management
Colorado
$196K -$33.4K -1,469 -15%
RMC
792
Resources Management Corp
Connecticut
$196K -$2.27K -100 -1%
AAP
793
Arax Advisory Partners
Colorado
$188K +$681 +30 +0.4%
CWC
794
Carolinas Wealth Consulting
North Carolina
$187K +$6.18K +272 +3%
MTC
795
Matrix Trust Company
Colorado
$185K +$182K +8,006 New
BW
796
Bison Wealth
Georgia
$183K +$45.3K +1,995 +34%
LWS
797
Lucia Wealth Services
California
$180K
CAM
798
Costello Asset Management
Pennsylvania
$180K +$177K +7,800 New
WTC
799
WhitTier Trust Company
Nevada
$179K -$185K -8,156 -51%
GEA
800
Glen Eagle Advisors
New Jersey
$174K -$45.4K -1,998 -21%

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.