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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
AG
1026
Appleton Group
Wisconsin
-$318K -13,755 Closed
MFS
1027
Mirabella Financial Services
United Kingdom
-$305K -13,160 Closed
BCM
1028
Bluefin Capital Management
New York
-$319K -13,100 Closed
SFP
1029
Shepherd Financial Partners
Massachusetts
-$293K -12,643 Closed
MPIA
1030
Mountain Pacific Investment Advisers
Idaho
-$289K -12,500 Closed
RIA
1031
Regal Investment Advisors
Michigan
-$287K -12,414 Closed
CWM
1032
Centric Wealth Management
Illinois
-$278K -12,029 Closed
IDA
1033
Intelligence Driven Advisers
California
-$277K -11,966 Closed
ICM
1034
IMS Capital Management
Oregon
-$275K -11,904 Closed
AWM
1035
Altavista Wealth Management
North Carolina
-$267K -11,552 Closed
LC
1036
Lavaca Capital
Texas
-$265K -11,436 Closed
ACP
1037
Arcus Capital Partners
Georgia
-$261K -11,291 Closed
WVP
1038
Worth Venture Partners
New Jersey
-$255K -11,040 Closed
LA
1039
LVW Advisors
New York
-$241K -10,400 Closed
DCM
1040
Donaldson Capital Management
Indiana
-$240K -10,351 Closed
LFPWM
1041
Leicht Financial Planning & Wealth Management
New Jersey
-$217K -9,692 Closed
SMFS
1042
Squar Milner Financial Services
California
-$218K -9,439 Closed
QIM
1043
Quest Investment Management
Oregon
-$213K -9,200 Closed
ARG
1044
Advisory Resource Group
Oklahoma
-$213K -9,199 Closed
UBG
1045
United Bank (Georgia)
Georgia
-$211K -9,117 Closed
VC
1046
Vicus Capital
Pennsylvania
-$210K -9,066 Closed
WMA
1047
Wealth Management Associates
New Jersey
-$208K -8,975 Closed
SG
1048
StoneX Group
New York
-$205K -8,879 Closed
PCM
1049
Pointe Capital Management
Michigan
-$204K -8,836 Closed
RWM
1050
Ritholtz Wealth Management
New York
-$204K -8,812 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.