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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
LC
926
Lindbrook Capital
California
$22K +$21.2K +935 New
WR
927
Watson Rebecca
$22K +$21.5K +945 New
GI
928
Gradient Investments
Minnesota
$21K +$15K +660 +275%
AIC
929
Archer Investment Corporation
Indiana
$20.1K +$11.8K +518 +148%
CICI
930
Capital Investment Counsel Inc
North Carolina
$20K
PCFFS
931
Pacific Center for Financial Services
California
$20K +$2.34K +103 +13%
DWA
932
Dougherty Wealth Advisers
Minnesota
$19K
SC
933
Steph & Co
Wisconsin
$19K
CA
934
Clearstead Advisors
Ohio
$17K -$1.95K -86 -11%
APWA
935
Atlas Private Wealth Advisors
New Jersey
$17K +$16.8K +738 New
RWB
936
RMR Wealth Builders
New Jersey
$17K +$17.2K +756 New
EWP
937
Engrave Wealth Partners
Texas
$16K -$106K -4,666 -87%
BAMG
938
Brand Asset Management Group
Missouri
$16K
FRA
939
Front Row Advisors
California
$16K
HWA
940
HHM Wealth Advisors
Tennessee
$16K
TIM
941
Tortoise Investment Management
New York
$16K
WLPWM
942
Walled Lake Planning & Wealth Management
Illinois
$16K +$23 +1 +0.1%
FMII
943
Farmers & Merchants Investments Inc
Nebraska
$15K
SL
944
Savior LLC
Massachusetts
$15K
BWP
945
Baldwin Wealth Partners
Massachusetts
$14K
PCG
946
Private Capital Group
Connecticut
$13K -$140K -6,178 -92%
MCM
947
MV Capital Management
Maryland
$13K -$12.6K -557 -49%
HGWM
948
Harvest Group Wealth Management
Massachusetts
$13K +$636 +28 +5%
HCM
949
Highlander Capital Management
New Jersey
$12K
MGI
950
MayTech Global Investments
New York
$12K

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.