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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
FEG
876
Financial Enhancement Group
Indiana
$67K -$1.33M -48,151 -95%
EFSCE
877
Enterprise Financial Services Corp (EFSC)
Missouri
$64K -$2.95K -107 -5%
TSW
878
Thompson Siegel & Walmsley
Virginia
$64K
VC
879
Vestor Capital
Illinois
$63K
ANBT
880
American National Bank & Trust
Texas
$62K
AA
881
Advisory Alpha
Michigan
$61.1K +$62.4K +2,260 New
BWM
882
Baystate Wealth Management
Massachusetts
$59K -$2.87K -104 -5%
GI
883
Gradient Investments
Minnesota
$57K +$17.7K +641 +46%
SIAP
884
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K
AIM
885
Arcadia Investment Management
Michigan
$53K
SFC
886
SYM Financial Corp
Indiana
$53K +$248 +9 +0.5%
TF
887
TimeScale Financial
Massachusetts
$52K
FMII
888
Farmers & Merchants Investments Inc
Nebraska
$50K +$17K +617 +53%
EI
889
Ellevest Inc
New York
$48K +$7.15K +259 +18%
BWP
890
Baldwin Wealth Partners
Massachusetts
$47K
FGAM
891
Financial Gravity Asset Management
Texas
$46K +$11.8K +429 +36%
M
892
MOTCO
Texas
$43K
JFGIW
893
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K +$27.7K +1,003 +194%
CCMW
894
Cypress Capital Management (Wyoming)
Wyoming
$42K
TL
895
TrueWealth LLC
Georgia
$41K
WCG
896
Weaver Consulting Group
California
$41K
BBHC
897
Brown Brothers Harriman & Co
New York
$41K +$39.6K +1,435 +4,783%
LWA
898
Lenox Wealth Advisors
New York
$39K -$66.4K -2,407 -63%
WAS
899
Winch Advisory Services
Wisconsin
$39K -$14.8K -536 -28%
CFN
900
Cordasco Financial Network
Florida
$39K

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.