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State Street Financial Select Sector SPDR ETF

970 hedge funds and large institutions have $11.7B invested in State Street Financial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 285 increasing their positions, 431 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $12B → $11.7B (-$258M)

8% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 108

1.75% less ownership

Funds ownership: 72.86%71.11% (-1.7%)

3% less funds holding

Funds holding: 995970 (-25)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

28% less call options, than puts

Call options by funds: $3.54B | Put options by funds: $4.94B

34% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 431

Holders
970
Holders Change
-25
Holders Change %
-2.51%
% of All Funds
19.57%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.59%
New
99
Increased
285
Reduced
431
Closed
108
Calls
$3.54B
Puts
$4.94B
Net Calls
-$1.4B
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
926
Professional Financial Advisors
Nebraska
$13K +$13.2K +543 New
HCM
927
Highlander Capital Management
New Jersey
$12K
MGI
928
MayTech Global Investments
New York
$12K
SIAP
929
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
HI
930
Hoey Investments
Pennsylvania
$11K
GAM
931
Gemmer Asset Management
California
$11K +$9.14K +376 +606%
HWA
932
HHM Wealth Advisors
Tennessee
$10K -$6.69K -275 -39%
KFS
933
Kelly Financial Services
Massachusetts
$9.05K
SC
934
Slow Capital
California
$9K +$9.34K +384 New
APC
935
Aspire Private Capital
North Carolina
$8K -$5.28M -217,174 -100%
SWM
936
Sugarloaf Wealth Management
Georgia
$8K
VRM
937
Vectors Research Management
New York
$8K
CWM
938
Cedar Wealth Management
California
$7K
HI
939
Hudock Inc
Pennsylvania
$7K
MFT
940
Moisand Fitzgerald Tamayo
Florida
$7K
Millennium Management
941
Millennium Management
New York
$6.95K -$2.74M -112,788 -28%
ADL
942
Asset Dedication LLC
California
$6K -$26.2K -1,078 -81%
SFA
943
Stewardship Financial Advisors
Georgia
$6K +$6.18K +254 New
DAC
944
Dividend Assets Capital
South Carolina
$5K
LFG
945
Larson Financial Group
Missouri
$5K
MHR
946
Matthew Hamilton Rosenberg
$5K
SFPG
947
Stonebridge Financial Planning Group
Florida
$5K
NIC
948
Northwest Investment Counselors
Oregon
$5K +$4.91K +202 New
QCG
949
Quadrant Capital Group
Ohio
$4K -$365K -15,000 -99%
IFAM
950
Institutional & Family Asset Management
Colorado
$4K -$203K -8,335 -98%

XLF Hedge Fund Activity: Q3 2020 in Review

970 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2020, worth a combined $11.7B — down 2.2% from $12B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of XLF and 99 opened new positions — a net loss of 9 holders — while 431 trimmed existing stakes and 285 added.

The largest buyer was Barclays, adding an estimated $262M. The largest seller was Altshuler Shaham, cutting an estimated $434M.

  • 970 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2020, down from 995 in Q2 2020.
  • Funds reported $11.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2020, down 2.2% quarter-over-quarter.
  • 99 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2020 and 108 closed out, a net change of -9 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2020 was Barclays, an estimated $262M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2020 was Altshuler Shaham, an estimated $434M sold.

Based on aggregated 13F filings for Q3 2020.