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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
WI
1026
WrapManager Inc
California
-$212K -7,678 Closed
WSC
1027
Wellington Shields & Co
New York
-$209K -7,555 Closed
CL
1028
Choreo LLC
Illinois
-$206K -7,477 Closed
HR
1029
Hayden Royal
North Carolina
-$205K -7,307 Closed
JPG
1030
Jordan Park Group
California
-$200K -7,250 Closed
AIP
1031
Almanack Investment Partners
Pennsylvania
-$181K -6,557 Closed
APC
1032
Aspire Private Capital
North Carolina
-$173K -6,265 Closed
RP
1033
Rice Partnership
Hawaii
-$147K -5,326 Closed
EWM
1034
Executive Wealth Management
Michigan
-$133K -4,809 Closed
ZB
1035
Zions Bancorporation
Utah
-$89K -3,233 Closed
PCP
1036
Proficio Capital Partners
Massachusetts
-$82K -2,978 Closed
BHWM
1037
Bay Harbor Wealth Management
Maryland
-$64K -2,336 Closed
RCWMU
1038
Rothschild & Co Wealth Management (UK)
United Kingdom
-$60K -2,190 Closed
HH
1039
HWG Holdings
Texas
-$56K -2,014 Closed
SFG
1040
SevenBridge Financial Group
Pennsylvania
-$54K -1,942 Closed
LC
1041
Lindbrook Capital
California
-$41K -1,500 Closed
W
1042
WealthStone
Ohio
-$41.4K -1,500 Closed
MWM
1043
Meridian Wealth Management
Kentucky
-$270 -977 Closed
TA
1044
TCG Advisors
Texas
-$25K -903 Closed
CH
1045
Canton Hathaway
Rhode Island
-$23K -835 Closed
QCIG
1046
Quad-Cities Investment Group
Iowa
-$20K -738 Closed
KCPG
1047
Kavar Capital Partners Group
Kansas
-$14K -525 Closed
ST
1048
Sageworth Trust
Pennsylvania
-$14K -500 Closed
TCM
1049
TD Capital Management
Tennessee
-$12K -432 Closed
NPP
1050
New Potomac Partners
Maryland
-$3K -100 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.