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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
VNA
901
Valley National Advisers
Pennsylvania
$38K
CAN
902
Claraphi Advisory Network
United States
$37K -$294K -10,668 -89%
SIS
903
Sound Income Strategies
Florida
$37K -$11.9K -431 -24%
AWM
904
Avior Wealth Management
Nebraska
$37K +$5.36K +194 +17%
JHCP
905
Jackson Hole Capital Partners
Oklahoma
$36K
SWA
906
Sutton Wealth Advisors
Florida
$36K
THWM
907
Taylor Hoffman Wealth Management
Virginia
$35K
VRM
908
Vectors Research Management
New York
$33K +$17.4K +630 +115%
PWMG
909
Prestige Wealth Management Group
New Jersey
$32K -$16.1K -585 -34%
QAM
910
QCI Asset Management
New York
$32K -$8.28K -300 -21%
CAL
911
Capital Analysts LLC
Pennsylvania
$31K +$2.76K +100 +10%
BCM
912
Bourgeon Capital Management
Connecticut
$29K +$28.2K +1,021 New
FFW
913
Fusion Family Wealth
New York
$28K
TC
914
Truvestments Capital
Florida
$28K
ST
915
Smithfield Trust
Pennsylvania
$28K +$27.6K +1,000 New
AIS
916
Accurate Investment Solutions
Pennsylvania
$25K +$23.7K +858 +2,860%
TFO
917
Tarbox Family Office
California
$25K +$24.8K +900 New
AIC
918
Archer Investment Corporation
Indiana
$23K +$6.9K +250 +43%
VCM
919
Vigilant Capital Management
Maine
$22K -$13.1K -475 -37%
DWA
920
Dougherty Wealth Advisers
Minnesota
$22K
PCFFS
921
Pacific Center for Financial Services
California
$22K +$138 +5 +0.6%
WWM
922
Willingdon Wealth Management
North Carolina
$22K +$7.18K +260 +51%
LFG
923
Larson Financial Group
Missouri
$22K +$15.5K +561 +259%
AF
924
Allworth Financial
California
$21K +$55 +2 +0.3%
AIM
925
Axiom Investment Management
New York
$20K -$40K -1,450 -67%

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.