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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
SAS
76
Sage Advisory Services
Texas
$14.6M +$7.7M +339,119 +116%
GFPC
77
Global Financial Private Capital
Florida
$14.3M -$543K -23,923 -4%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$14.3M +$1.36M +59,825 +11%
WI
79
Wintrust Investments
Illinois
$13M +$12.3M +541,651 +2,956%
AA
80
ALPS Advisors
Colorado
$12.9M +$1.95M +85,884 +18%
KIA
81
KCM Investment Advisors
California
$12.7M -$2.36M -104,112 -16%
UOC
82
UBS O'Connor
Illinois
$12.7M +$12.5M +550,000 New
SCM
83
Stevens Capital Management
Pennsylvania
$12.7M +$12.5M +548,356 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$12.3M -$7.52M -331,043 -38%
OPS
85
Orion Portfolio Solutions
Nebraska
$12M -$1.33M -58,752 -10%
MML Investors Services
86
MML Investors Services
Massachusetts
$12M -$170K -7,475 -1%
ECM
87
ExodusPoint Capital Management
New York
$11.8M +$10.8M +473,611 +1,324%
CWM
88
Campbell Wealth Management
Virginia
$11.7M +$418K +18,404 +4%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$11.5M +$3.04M +133,670 +37%
MCM
90
Murphy Capital Management
New Jersey
$11.4M -$127K -5,582 -1%
BBVA
91
Banco Bilbao Vizcaya Argentaria
Spain
$11.3M -$550K -24,220 -5%
VR
92
Viridian RIA
Washington
$10.9M +$10.7M +469,430 New
QFA
93
Quattro Financial Advisors
Texas
$10.7M +$7.77M +342,232 +259%
TAM
94
Tocqueville Asset Management
New York
$10.3M -$37.9K -1,670 -0.4%
SWP
95
Stratos Wealth Partners
Ohio
$10.2M +$6.77M +298,109 +206%
CA
96
Cumberland Advisors
Florida
$10.1M +$9.87M +434,475 New
AWM
97
AE Wealth Management
Kansas
$9.81M +$5.12M +225,254 +113%
AL
98
Aspiriant LLC
California
$9.74M -$27.5K -1,210 -0.3%
UCFA
99
United Capital Financial Advisors
Texas
$9.74M +$1.92M +84,458 +25%
BHWM
100
Bar Harbor Wealth Management
New Hampshire
$9.6M -$785K -34,571 -8%

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.