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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
AA
76
ALPS Advisors
Colorado
$13.4M -$4.69K -193 -0%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$13.1M +$327K +13,439 +3%
WI
78
Wintrust Investments
Illinois
$12.9M -$614K -25,238 -5%
CWM
79
Campbell Wealth Management
Virginia
$12.5M +$320K +13,167 +3%
MML Investors Services
80
MML Investors Services
Massachusetts
$12M -$434K -17,842 -3%
BBVA
81
Banco Bilbao Vizcaya Argentaria
Spain
$11.9M +$129K +5,309 +1%
ECM
82
Element Capital Management
New York
$11.9M +$12M +493,924 New
VI
83
Vestcor Inc
New Brunswick, Canada
$11.8M +$11.9M +489,200 New
OPS
84
Orion Portfolio Solutions
Nebraska
$11.7M -$710K -29,202 -6%
MCM
85
Murphy Capital Management
New Jersey
$11.7M -$99.5K -4,090 -0.8%
HCM
86
Hollencrest Capital Management
California
$11.7M +$11.3M +465,188 +2,118%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$11.5M -$475K -19,551 -4%
Deutsche Bank
88
Deutsche Bank
Germany
$11.4M +$1.57M +64,618 +16%
VR
89
Viridian RIA
Washington
$11.3M +$24K +988 +0.2%
MIFH
90
Migdal Insurance & Financial Holdings
Israel
$11.3M +$6.22M +255,710 +120%
TAM
91
Tocqueville Asset Management
New York
$10.7M -$105K -4,315 -1%
KIA
92
KCM Investment Advisors
California
$10.6M -$2.71M -111,483 -20%
Citadel Advisors
93
Citadel Advisors
Florida
$10.1M +$2.68M +110,212 +35%
UCFA
94
United Capital Financial Advisors
Texas
$10.1M -$23.5K -965 -0.2%
BHWM
95
Bar Harbor Wealth Management
New Hampshire
$9.92M -$65.9K -2,709 -0.7%
AL
96
Aspiriant LLC
California
$9.88M -$254K -10,425 -2%
AA
97
Advisory Alpha
Michigan
$9.78M +$692K +28,436 +8%
AWM
98
AE Wealth Management
Kansas
$9.44M -$769K -31,611 -7%
SS
99
Simplicity Solutions
Minnesota
$9.36M -$583K -23,969 -6%
V
100
Veritable
Delaware
$9.33M +$109K +4,477 +1%

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.