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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
RCA
951
Rowland Carmichael Advisors
Arizona
$11K +$11K +400 New
KFS
952
Kelly Financial Services
Massachusetts
$10.5K
GFPC
953
Global Financial Private Capital
Florida
$10K -$2.8M -101,608 -100%
AWM
954
AllSquare Wealth Management
New York
$9K
CWM
955
Cedar Wealth Management
California
$8K
FA
956
Fortis Advisors
Pennsylvania
$8K
HCM
957
Hilton Capital Management
New York
$8K
HI
958
Hudock Inc
Pennsylvania
$8K
IRC
959
Investors Research Corp
Georgia
$8K
MFT
960
Moisand Fitzgerald Tamayo
Florida
$8K
OSNBOA
961
Old Second National Bank of Aurora
Illinois
$8K
KWA
962
KCS Wealth Advisory
California
$7.48K +$7.37K +267 New
ADL
963
Asset Dedication LLC
California
$7K
PCM
964
Princeton Capital Management
New Jersey
$7K
KHLMTHM
965
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.63K
EWM
966
Elmwood Wealth Management
California
$6K -$304 -11 -5%
LF
967
Lee Financial
Texas
$6K
WC
968
Weil Company
California
$5K +$4.55K +165 New
MIM
969
Macroview Investment Management
Maryland
$4K
RAM
970
Riggs Asset Management
Pennsylvania
$4K
CA
971
Crewe Advisors
Utah
$3K -$10K -363 -80%
RBC
972
Roble Belko & Company
Pennsylvania
$3K +$28 +1 +0.9%
DOA
973
D'Orazio & Associates
Virginia
$3K +$3.34K +121 New
RWML
974
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.8K +$2.76K +100 New
GT
975
Glenmede Trust
Pennsylvania
$2.68K -$341K -12,360 -11%

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.