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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
FWP
976
FAS Wealth Partners
Kansas
$4K -$23 -1 -0.6%
CFFP
977
Center for Financial Planning
Michigan
$4K
MF
978
Manchester Financial
California
$3K -$558K -24,578 -99%
RBC
979
Roble Belko & Company
Pennsylvania
$3K -$139K -6,117 -98%
BBA
980
Braun-Bostich & Associates
Pennsylvania
$3K
MIM
981
Macroview Investment Management
Maryland
$3K
RAM
982
Riggs Asset Management
Pennsylvania
$3K
HFS
983
Hantz Financial Services
Michigan
$3K +$3.36K +148 New
JWM
984
Janiczek Wealth Management
Colorado
$2K
SFA
985
Semmax Financial Advisors
North Carolina
$2K
HWM
986
HighMark Wealth Management
Minnesota
$2K +$1.59K +70 New
NA
987
Nottingham Advisors
New York
$1.11K -$4.03M -177,378 -79%
CAL
988
Capital Analysts LLC
Pennsylvania
$1K -$5.68K -250 -81%
DAM
989
Delta Asset Management
Tennessee
$1K
EAM
990
Eukles Asset Management
Ohio
$1K
GAM
991
Gemmer Asset Management
California
$1K
LAS
992
Lloyd Advisory Services
Georgia
$1K
DI
993
Disciplined Investments
Oklahoma
$1K +$1.16K +51 New
JG
994
Jefferies Group
New York
$301 -$7.46M -328,480 -96%
TI
995
tru Independence
Oregon
$254 +$250K +11,000 New
Voloridge Investment Management
996
Voloridge Investment Management
Florida
-$45M -2,160,781 Closed
WIM
997
Weitz Investment Management
Nebraska
-$25M -1,200,000 Closed
Bank of Nova Scotia
998
Bank of Nova Scotia
Ontario, Canada
-$20.8M -1,000,000 Closed
PI
999
Putnam Investments
Massachusetts
-$12.5M -600,910 Closed
JAM
1000
Jacobs Asset Management
New York
-$8.33M -400,000 Closed

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.