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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
BWL
976
Bogart Wealth LLC
Virginia
$2K -$25.7K -930 -93%
SFA
977
Semmax Financial Advisors
North Carolina
$2K -$12.7K -459 -84%
JWM
978
Janiczek Wealth Management
Colorado
$2K
GAM
979
Gemmer Asset Management
California
$2K +$1.68K +61 New
JFA
980
JNBA Financial Advisors
Minnesota
$2K +$2.35K +85 New
PCA
981
Providence Capital Advisors
North Carolina
$1K -$2.71K -98 -65%
BRC
982
Bell Rock Capital
Delaware
$1K
EAM
983
Eukles Asset Management
Ohio
$1K
GTAM
984
Global Trust Asset Management
Florida
$1K
Macquarie Group
985
Macquarie Group
Australia
$1K +$276 +10 New
1NWS
986
1 North Wealth Services
Maryland
$1K +$1.1K +40 New
DAM
987
Delta Asset Management
Tennessee
$1K +$1.19K +43 New
SWP
988
Strategic Wealth Partners
Ohio
$4 +$1.52K +55 +48%
CM
989
Churchill Management
California
-$169M -6,132,083 Closed
GPC
990
Glen Point Capital
United Kingdom
-$49.8M -1,806,000 Closed
CCM
991
Cullen Capital Management
New York
-$31.9M -1,157,500 Closed
Wolverine Trading
992
Wolverine Trading
Illinois
-$24.3M -880,467 Closed
LMIM
993
Lockheed Martin Investment Management
Maryland
-$19.6M -709,530 Closed
GC
994
Grimes & Company
Massachusetts
-$17M -617,143 Closed
CWM
995
CIBC World Markets
New York
-$14.1M -510,000 Closed
AIM
996
Astor Investment Management
Illinois
-$13.2M -476,978 Closed
GI
997
Glovista Investments
New Jersey
-$6.8M -246,224 Closed
GC
998
Grace Capital
Massachusetts
-$3.07M -111,355 Closed
BPGAM
999
BTG Pactual Global Asset Management
Bermuda
-$2.99M -108,410 Closed
TFA
1000
Transamerica Financial Advisors
Florida
-$2.39M -86,456 Closed

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.