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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
AssetMark Inc
851
AssetMark Inc
California
$120K -$8.51M -308,443 -99%
IBOK
852
Independence Bank of Kentucky
Kentucky
$116K +$51K +1,848 +81%
NCM
853
Next Capital Management
New York
$114K
Twin Tree Management
854
Twin Tree Management
Texas
$113K +$112K +4,053 New
LWS
855
Lucia Wealth Services
California
$112K
MA
856
MCF Advisors
Kentucky
$107K
GWMIA
857
Global Wealth Management Investment Advisory
Florida
$99K -$18.9K -683 -16%
WOC
858
West Oak Capital
California
$97K
SIM
859
Sonora Investment Management
Arizona
$95K -$11.4K -414 -11%
BWM
860
BerganKDV Wealth Management
Minnesota
$94K -$9.3K -337 -9%
WCM
861
Whitener Capital Management
North Carolina
$92K
RFA
862
Reilly Financial Advisors
California
$90K -$773 -28 -0.9%
BBPWM
863
Blue Bell Private Wealth Management
Pennsylvania
$87K -$4.14K -150 -5%
FCB
864
First Command Bank
Texas
$82K
FCFS
865
First Command Financial Services
Texas
$82K
BDWM
866
Brewin Dolphin Wealth Management
Ireland
$80.9K
ME
867
McIlrath & Eck
Washington
$80K -$8.97K -325 -10%
TWA
868
TCI Wealth Advisors
Arizona
$80K
BCA
869
Berman Capital Advisors
Georgia
$79K
TCOV
870
Trust Company of Vermont
Vermont
$79K
SNT
871
Security National Trust
West Virginia
$78K
CBT
872
Capital Bank & Trust
California
$74K -$196K -7,106 -73%
SCA
873
Stonebridge Capital Advisors
Minnesota
$72K
PCG
874
Private Capital Group
Connecticut
$71K -$146K -5,295 -68%
BWA
875
BDO Wealth Advisors
Florida
$68K

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.