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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
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$112K +$18.3K +805 +20%
LPIC
827
LeJeune Puetz Investment Counsel
Michigan
$110K -$18.2K -800 -14%
FEG
828
Financial Enhancement Group
Indiana
$109K +$81.7K +3,600 +322%
BG
829
Bollard Group
Massachusetts
$108K +$295 +13 +0.3%
WP
830
WealthShield Partners
North Carolina
$108K +$3.29K +145 +3%
AIM
831
Anchor Investment Management
South Carolina
$107K -$17K -749 -14%
ACM
832
AUA Capital Management
Pennsylvania
$106K
FA
833
Faithward Advisors
Pennsylvania
$105K -$52.9K -2,330 -34%
SNT
834
Security National Trust
West Virginia
$103K
GCM
835
Gables Capital Management
Florida
$101K -$2.27K -100 -2%
IA
836
Independence Advisors
Pennsylvania
$100K +$13.4K +592 +16%
Bessemer Group
837
Bessemer Group
New Jersey
$88K -$272K -11,975 -76%
ED
838
Exane Derivatives
France
$85.2K -$29.6K -1,303 -26%
ACA
839
Aptus Capital Advisors
Alabama
$84K +$42.7K +1,881 +106%
FCA
840
FinTrust Capital Advisors
South Carolina
$81K
WOC
841
West Oak Capital
California
$80K
SFSIG
842
San Francisco Sentry Investment Group
California
$76K -$8.22K -362 -10%
AWA
843
Arkadios Wealth Advisors
Georgia
$75.6K -$56.7K -2,496 -44%
PMFA
844
Plante Moran Financial Advisors
Michigan
$75K +$19.4K +854 +36%
BWM
845
BerganKDV Wealth Management
Minnesota
$73K -$4.25K -187 -6%
BA
846
Ballast Advisors
Minnesota
$72K +$114 +5 +0.2%
SIM
847
Sonora Investment Management
Arizona
$71K -$3.31K -146 -5%
GWMIA
848
Global Wealth Management Investment Advisory
Florida
$70K -$5.86K -258 -8%
1IA
849
1834 Investment Advisors
Wisconsin
$69K -$18.7K -825 -22%
PP
850
PrairieView Partners
Minnesota
$69K

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.