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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
FFG
1001
Fortem Financial Group
California
-$950K -41,041 Closed
BHWM
1002
Bay Harbor Wealth Management
Maryland
-$937K -40,495 Closed
DS
1003
DRW Securities
Illinois
-$928K -40,091 Closed
OMC
1004
Old Mission Capital
Illinois
-$927K -40,082 Closed
SIA
1005
Strategic Investment Advisors
Michigan
-$817K -35,317 Closed
CRC
1006
Curi RMB Capital
Illinois
-$764K -33,012 Closed
LG
1007
Leuthold Group
Minnesota
-$731K -31,603 Closed
EP
1008
Edgestream Partners
New Jersey
-$641K -27,718 Closed
WSCM
1009
Wellington Shields Capital Management
New York
-$628K -27,118 Closed
AAM
1010
Aureus Asset Management
Massachusetts
-$620K -26,780 Closed
MPPLM
1011
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$603K -26,065 Closed
HPC
1012
Hobart Private Capital
North Carolina
-$591K -25,532 Closed
CFG
1013
Citizens Financial Group
Rhode Island
-$585K -25,241 Closed
SPIO
1014
Seven Post Investment Office
California
-$548K -23,700 Closed
MTIM
1015
Marathon Trading Investment Management
Pennsylvania
-$575K -23,643 Closed
CG
1016
Caprock Group
Idaho
-$514K -22,209 Closed
TFA
1017
Transamerica Financial Advisors
Florida
-$465K -20,088 Closed
OR
1018
Olympiad Research
Connecticut
-$425K -18,368 Closed
Macquarie Group
1019
Macquarie Group
Australia
-$424K -18,322 Closed
NIP
1020
Nicholas Investment Partners
California
-$422K -18,224 Closed
NWP
1021
Northstar Wealth Partners
Connecticut
-$376K -16,288 Closed
FFA
1022
Fragasso Financial Advisors
Pennsylvania
-$388K -15,640 Closed
HCM
1023
Hudson Capital Management
New Jersey
-$354K -15,315 Closed
BI
1024
Bramshill Investments
Florida
-$341K -14,723 Closed
WOSD
1025
WFA of San Diego
California
-$426K -13,849 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.