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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
LA
801
LVW Advisors
New York
$219K -$29.6K -1,072 -12%
PW
802
Price Wealth
Texas
$219K +$216K +7,835 New
KPCM
803
Kings Point Capital Management
New York
$218K +$26.5K +960 +14%
DP
804
Dearborn Partners
Illinois
$217K -$58.3K -2,111 -21%
EWM
805
Edge Wealth Management
New York
$217K
SCM
806
Sterling Capital Management
North Carolina
$217K +$214K +7,756 New
CPA
807
Clear Perspective Advisors
Illinois
$216K
AP
808
Appleton Partners
Massachusetts
$213K -$44.7K -1,619 -18%
IFAM
809
Institutional & Family Asset Management
Colorado
$212K -$125K -4,543 -37%
JIR
810
James Investment Research
Ohio
$212K
IIA
811
IPG Investment Advisors
California
$212K
CCG
812
Cypress Capital Group
Florida
$211K
SIC
813
Salem Investment Counselors
North Carolina
$210K
AI
814
Atom Investors
Texas
$208K +$205K +7,444 New
PG
815
Patten Group
Tennessee
$207K -$5.13K -186 -2%
RGNCM
816
R.G. Niederhoffer Capital Management
New York
$207K +$204K +7,400 New
AMM
817
American Money Management
California
$206K +$203K +7,355 New
VAG
818
VisionPoint Advisory Group
Texas
$205K -$607 -22 -0.3%
IFS
819
Ifrah Financial Services
Arkansas
$204K -$4.14K -150 -2%
AP
820
Advisor Partners
California
$204K +$201K +7,285 New
SMFS
821
Squar Milner Financial Services
California
$203K -$2.32K -84 -1%
GLLW
822
Graves Light Lenhart Wealth
Virginia
$203K +$196K +7,085 New
SBWM
823
Sunflower Bank Wealth Management
Arizona
$202K +$199K +7,204 New
IWA
824
Intercontinental Wealth Advisors
Texas
$200K
FIA
825
FNY Investment Advisers
New York
$197K +$195K +7,066 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.