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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
LWA
951
Lowe Wealth Advisors
Maryland
$4K -$3.16K -130 -42%
CFFP
952
Center for Financial Planning
Michigan
$4K
MIM
953
Macroview Investment Management
Maryland
$4K
EAM
954
Eukles Asset Management
Ohio
$4K +$2.5K +103 +206%
MF
955
Manchester Financial
California
$3K
RBC
956
Roble Belko & Company
Pennsylvania
$3K
PCWA
957
Pacific Capital Wealth Advisors
California
$3K +$3.38K +139 New
FGA
958
Fortis Group Advisors
New Jersey
$3K +$3.48K +143 New
FCH
959
Freestone Capital Holdings
Washington
$2.55K +$2.58K +106 New
SFA
960
Semmax Financial Advisors
North Carolina
$2K
BHB
961
Bank Hapoalim BM
Israel
$1.83K -$945K -38,838 -34%
F
962
F3Logic
Minnesota
$1.63K +$1.65M +67,849 New
TRCT
963
Tower Research Capital (TRC)
New York
$1K -$16.3M -669,024 -100%
CAL
964
Capital Analysts LLC
Pennsylvania
$1K
DI
965
Disciplined Investments
Oklahoma
$1K
HFS
966
HBC Financial Services
Washington
$1K +$876 +36 New
CPW
967
Catalyst Private Wealth
California
$1K +$973 +40 New
PFSC
968
Peoples Financial Services Corp
Pennsylvania
$1K +$1.22K +50 New
PCS
969
Personal CFO Solutions
New Jersey
$1K +$1.08M +44,249 New
Koshinski Asset Management
970
Koshinski Asset Management
Illinois
$816 -$73 -3 -0%
FCA
971
FinTrust Capital Advisors
South Carolina
$85
State Street
972
State Street
Massachusetts
-$112M -4,837,252 Closed
SCM
973
Steadfast Capital Management
New York
-$85.6M -3,699,000 Closed
CCM
974
Cullen Capital Management
New York
-$44.4M -1,917,000 Closed
GPC
975
Glen Point Capital
United Kingdom
-$24.7M -1,067,972 Closed

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.