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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
SFI
1026
SPC Financial Inc
Maryland
-$1.48M -71,060 Closed
AAS
1027
Annex Advisory Services
Wisconsin
-$1.38M -66,353 Closed
BOTW
1028
Bank of the West
California
-$1.22M -58,683 Closed
FTUS
1029
Flow Traders U.S.
New York
-$1.05M -50,408 Closed
WIC
1030
Woodmont Investment Counsel
Tennessee
-$710K -34,102 Closed
MFG
1031
MidWestOne Financial Group
Iowa
-$704K -33,813 Closed
MWM
1032
MinichMacGregor Wealth Management
New York
-$704K -32,535 Closed
MHS
1033
M Holdings Securities
Oregon
-$592K -28,412 Closed
HB
1034
Homrich & Berg
Georgia
-$574K -27,569 Closed
BCM
1035
BlueCrest Capital Management
Jersey
-$544K -23,957 Closed
SIGI
1036
Susquehanna International Group (Ireland)
Ireland
-$494K -23,746 Closed
APP
1037
Avantax Planning Partners
Iowa
-$472K -22,670 Closed
WA
1038
Wealth Advisors
California
-$458K -21,530 Closed
LCOV
1039
London Company of Virginia
Virginia
-$432K -20,740 Closed
LBD
1040
Landsberg Bennett & Dubbaneh
Florida
-$407K -20,313 Closed
NC
1041
NovaPoint Capital
Georgia
-$416K -19,962 Closed
GIA
1042
Gladstone Institutional Advisory
Florida
-$400K -19,186 Closed
OL
1043
Optas LLC
Texas
-$398K -19,054 Closed
Tudor Investment Corp
1044
Tudor Investment Corp
Connecticut
-$393K -18,898 Closed
KFC
1045
Klingenstein Fields & Co
New York
-$358K -17,200 Closed
FCFC
1046
First Commonwealth Financial Corp
Pennsylvania
-$346K -16,611 Closed
HTC
1047
Haverford Trust Company
Pennsylvania
-$341K -16,392 Closed
IC
1048
Inscription Capital
Texas
-$338K -16,247 Closed
WIA
1049
Westbourne Investment Advisors
Maryland
-$338K -16,222 Closed
XF
1050
XML Financial
Maryland
-$324K -15,577 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.