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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
JFGIW
951
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K +$91 +4 +0.8%
CWM
952
Cranbrook Wealth Management
Michigan
$12K +$11.9K +526 New
PP
953
Pacifica Partners
Canada
$11K -$4.43K -195 -28%
OC
954
Oakworth Capital
Alabama
$11K -$3.45K -152 -24%
HI
955
Hoey Investments
Pennsylvania
$11K
PB
956
Pinnacle Bancorp
Nebraska
$11K
SIAP
957
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
SFC
958
SYM Financial Corp
Indiana
$11K +$10.6K +465 New
AWM
959
AllSquare Wealth Management
New York
$10K +$9.36K +412 +1,329%
KFS
960
Kelly Financial Services
Massachusetts
$8.7K
VRM
961
Vectors Research Management
New York
$8K -$12.4K -546 -61%
HFA
962
HC Financial Advisors
California
$7K
MFT
963
Moisand Fitzgerald Tamayo
Florida
$7K
SWM
964
Sugarloaf Wealth Management
Georgia
$7K
LWA
965
Lowe Wealth Advisors
Maryland
$7K +$2.95K +130 +72%
HI
966
Hudock Inc
Pennsylvania
$6K -$6.81K -300 -50%
CWM
967
Cedar Wealth Management
California
$6K
CAM
968
ClariVest Asset Management
California
$5K
JFA
969
JNBA Financial Advisors
Minnesota
$5K
LFG
970
Larson Financial Group
Missouri
$5K
SFPG
971
Stonebridge Financial Planning Group
Florida
$5K
WFMPM
972
Woodley Farra Manion Portfolio Management
Indiana
$5K +$2.75K +121 +105%
DAC
973
Dividend Assets Capital
South Carolina
$5K +$4.54K +200 New
JWBC
974
John W. Brooker & Co
California
$5K +$4.54K +200 New
MHR
975
Matthew Hamilton Rosenberg
$5K +$4.59K +202 New

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.