We are live on ! Find out more
XLF icon

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
WPA
851
West Paces Advisors
Georgia
$67.1K -$403K -17,727 -86%
BDWM
852
Brewin Dolphin Wealth Management
Ireland
$66.9K
AWA
853
Artemis Wealth Advisors
New York
$65.7K
HWA
854
HCR Wealth Advisors
California
$65K -$17K -750 -21%
BCA
855
Berman Capital Advisors
Georgia
$65K
RFA
856
Reilly Financial Advisors
California
$65K
HFM
857
Hartford Financial Management
Connecticut
$64K -$329K -14,500 -84%
CL
858
Cabana LLC
Arkansas
$64K +$63K +2,776 New
PIMG
859
Patriot Investment Management Group
Tennessee
$62K +$60.9K +2,681 New
TSW
860
Thompson Siegel & Walmsley
Virginia
$62K +$8.56K +377 +16%
RP
861
Rice Partnership
Hawaii
$61K
FCB
862
First Command Bank
Texas
$59K -$9.11K -401 -14%
FCFS
863
First Command Financial Services
Texas
$59K -$9.11K -401 -14%
RG
864
Retirement Group
California
$59K +$57.6K +2,538 New
PAI
865
Pittenger & Anderson Inc
Nebraska
$58K -$21.6K -950 -27%
BBHC
866
Brown Brothers Harriman & Co
New York
$56K -$4.88K -215 -8%
SFG
867
Sowa Financial Group
Rhode Island
$56K
ME
868
McIlrath & Eck
Washington
$55K
PFBT
869
Parkside Financial Bank & Trust
Missouri
$54K +$42.5K +1,872 +398%
AWM
870
Apollon Wealth Management
South Carolina
$53K +$51.7K +2,276 New
HIA
871
Harbor Investment Advisory
Maryland
$52K -$195K -8,590 -79%
MPWT
872
MassMutual Private Wealth & Trust
Connecticut
$52K -$16.3K -718 -24%
ANBT
873
American National Bank & Trust
Texas
$51K
MRC
874
Millburn Ridgefield Corp
New York
$50K +$48.6K +2,142 New
HCM
875
Horrell Capital Management
Arkansas
$50K +$49.2K +2,167 New

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.