We are live on ! Find out more
XLF icon

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
FNBOSM
826
First National Bank of South Miami
Florida
$192K
SAS
827
Stelac Advisory Services
New York
$189K
AIM
828
Anchor Investment Management
South Carolina
$187K +$1.41K +51 +0.8%
SQA
829
Simon Quick Advisors
New Jersey
$174K +$193 +7 +0.1%
LWM
830
Liberty Wealth Management
California
$173K
PFGIA
831
Patriot Financial Group Insurance Agency
Massachusetts
$171K -$55.8K -2,023 -25%
CG
832
Cutler Group
California
$168K -$220K -7,965 -57%
MCM
833
McMillion Capital Management
North Carolina
$166K +$276 +10 +0.2%
PAI
834
Pittenger & Anderson Inc
Nebraska
$157K
LPIC
835
LeJeune Puetz Investment Counsel
Michigan
$155K
PCMK
836
Paragon Capital Management (Kansas)
Kansas
$150K
ATC
837
Adirondack Trust Company
New York
$147K -$46.7K -1,692 -24%
WP
838
WealthShield Partners
North Carolina
$145K -$21K -760 -13%
SFSIG
839
San Francisco Sentry Investment Group
California
$136K -$8.28K -300 -6%
IF
840
Ironwood Financial
Arizona
$134K
1IA
841
1834 Investment Advisors
Wisconsin
$133K -$6.38K -231 -5%
AA
842
AlphaMark Advisors
Kentucky
$133K
CTB
843
Country Trust Bank
Illinois
$132K -$46.9K -1,698 -26%
FEM
844
Fulcrum Equity Management
Texas
$130K +$128K +4,649 New
NIC
845
Northwest Investment Counselors
Oregon
$130K +$129K +4,656 New
ACM
846
AUA Capital Management
Pennsylvania
$129K
BG
847
Bollard Group
Massachusetts
$129K +$635 +23 +0.5%
GCM
848
Gables Capital Management
Florida
$127K
ED
849
Exane Derivatives
France
$125K
LWM
850
Lenox Wealth Management
Ohio
$123K +$39.4K +1,428 +48%

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.