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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
IBOK
901
Independence Bank of Kentucky
Kentucky
$33K -$4.54K -200 -12%
LFG
902
LifePlan Financial Group
Ohio
$33K
WAS
903
Winch Advisory Services
Wisconsin
$33K +$204 +9 +0.6%
LWA
904
Lenox Wealth Advisors
New York
$31K
ADL
905
Asset Dedication LLC
California
$31K +$24.5K +1,078 +431%
DTIM
906
Danda Trouve Investment Management
Kansas
$29K -$1.48M -65,379 -98%
THWM
907
Taylor Hoffman Wealth Management
Virginia
$29K +$28.4K +1,250 New
FP
908
Financial Perspectives
Minnesota
$28.1K +$3.09K +136 +13%
WB
909
West Bancorporation
Iowa
$28K -$3.86K -170 -12%
FWM
910
Filbrandt Wealth Management
Wisconsin
$28K
HWA
911
Heritage Wealth Advisors
Virginia
$27K -$213K -9,360 -89%
LB
912
Legacy Bridge
Iowa
$27K
MAWCM
913
Mine & Arao Wealth Creation & Management
California
$26K
MLFP
914
MPS Loria Financial Planners
Illinois
$26K +$25K +1,102 New
SWA
915
Sutton Wealth Advisors
Florida
$25.8K -$3.84K -169 -13%
OSNBOA
916
Old Second National Bank of Aurora
Illinois
$25K -$6.79K -299 -22%
IRC
917
Investors Research Corp
Georgia
$25K
WT
918
Washington Trust
Rhode Island
$24K -$341 -15 -1%
CFD
919
Creative Financial Designs
Indiana
$24K +$16.9K +746 +261%
TCM
920
Tradewinds Capital Management
Washington
$23K -$12M -529,914 -100%
VNA
921
Valley National Advisers
Pennsylvania
$23K -$9.81K -432 -30%
BAM
922
Bellevue Asset Management
Washington
$23K
FFW
923
Fusion Family Wealth
New York
$23K
ST
924
Smithfield Trust
Pennsylvania
$23K
TC
925
Truvestments Capital
Florida
$23K

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.