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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
FRA
926
Front Row Advisors
California
$20K
HCM
927
Highlander Capital Management
New Jersey
$20K
CFD
928
Creative Financial Designs
Indiana
$20K +$14.5K +524 +222%
KHLMVGHM
929
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.9K
BAMG
930
Brand Asset Management Group
Missouri
$19K
Kayne Anderson Rudnick Investment Management
931
Kayne Anderson Rudnick Investment Management
California
$19K
TIM
932
Tortoise Investment Management
New York
$19K
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$18K -$15.3K -553 -46%
FCMT
934
Founders Capital Management (Texas)
Texas
$18K -$8.7K -315 -33%
CB
935
Community Bank
New York
$17K -$22.1K -800 -57%
PGAM
936
Princeton Global Asset Management
New Jersey
$16K +$83 +3 +0.5%
CPA
937
Capital Planning Advisors
California
$16K +$16K +579 New
HGWM
938
Harvest Group Wealth Management
Massachusetts
$15K +$14.5K +527 New
BAM
939
Barrett Asset Management
New York
$14K -$6.35K -230 -32%
CLOS
940
Compagnie Lombard Odier SCmA
Switzerland
$14K
MGI
941
MayTech Global Investments
New York
$14K
NL
942
NVWM LLC
Pennsylvania
$14K
PWP
943
Personal Wealth Partners
Minnesota
$14K
PB
944
Pinnacle Bancorp
Nebraska
$14K
PK
945
Pflug Koory
Nebraska
$14K +$83 +3 +0.6%
HWA
946
Heritage Wealth Advisors
Virginia
$14K +$14.4K +520 New
OC
947
Oakworth Capital
Alabama
$13K -$4.14M -149,963 -100%
PFBT
948
Parkside Financial Bank & Trust
Missouri
$13K
First Manhattan
949
First Manhattan
New York
$12K
EWA
950
Evolution Wealth Advisors
Florida
$11K -$10.6M -383,534 -100%

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.