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State Street Financial Select Sector SPDR ETF

1,304 hedge funds and large institutions have $18.6B invested in State Street Financial Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 444 increasing their positions, 585 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.72% more ownership

Funds ownership: 66.01%67.73% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 6464 (0)

5% less capital invested

Capital invested by funds: $19.5B → $18.6B (-$909M)

5% less funds holding

Funds holding: 1,3731,304 (-69)

24% less repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 585

39% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 123

39% less call options, than puts

Call options by funds: $4.09B | Put options by funds: $6.75B

Holders
1,304
Holders Change
-69
Holders Change %
-5.03%
% of All Funds
22.46%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
75
Increased
444
Reduced
585
Closed
123
Calls
$4.09B
Puts
$6.75B
Net Calls
-$2.66B
Net Calls Change
-$435M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1026
Latitude Advisors
Florida
$238K +$259K +7,833 New
WFA
1027
Wipfli Financial Advisors
Wisconsin
$238K +$259K +7,847 New
RMC
1028
Resources Management Corp
Connecticut
$237K
TFS
1029
TrustCore Financial Services
Tennessee
$236K +$48.1K +1,456 +23%
RCA
1030
Riverview Capital Advisers
Massachusetts
$235K
EWM
1031
Empirical Wealth Management
Washington
$234K
WBCM
1032
Wilson & Boucher Capital Management
California
$234K
SVWAG
1033
Sound View Wealth Advisors Group
Georgia
$233K
IIC
1034
Integrated Investment Consultants
Michigan
$231K -$4.99K -151 -2%
SW
1035
SlateStone Wealth
Florida
$231K
WWM
1036
Wolff Wiese Magana
California
$231K
BOTW
1037
Bank of the West
California
$230K -$102K -3,097 -29%
ACP
1038
Aviance Capital Partners
Florida
$230K -$13.2K -399 -5%
CAM
1039
Costello Asset Management
Pennsylvania
$229K -$46.4K -1,405 -16%
MSCM
1040
McElhenny Sheffield Capital Management
Texas
$228K -$21.4K -648 -8%
AC
1041
Avestar Capital
New York
$227K -$102K -3,078 -29%
CAM
1042
Cozad Asset Management
Illinois
$226K +$34.6K +1,048 +16%
API
1043
Advisor Partners II
California
$226K +$246K +7,442 New
AMIM
1044
Aull & Monroe Investment Management
Alabama
$224K
LJCM
1045
Lee Johnson Capital Management
Texas
$223K -$532K -16,089 -69%
SFWC
1046
Strategic Family Wealth Counselors
New Jersey
$223K +$231 +7 +0.1%
WSFS
1047
Wilmington Savings Fund Society
Delaware
$223K +$242K +7,327 New
NA
1048
Nottingham Advisors
New York
$222K -$104K -3,150 -30%
CFCI
1049
Comprehensive Financial Consultants Institutional
Indiana
$222K -$6.78K -205 -3%
BWCS
1050
Beirne Wealth Consulting Services
Connecticut
$222K -$892 -27 -0.4%

XLF Hedge Fund Activity: Q3 2022 in Review

1,304 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2022, worth a combined $18.6B — down 4.7% from $19.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of XLF and 75 opened new positions — a net loss of 48 holders — while 585 trimmed existing stakes and 444 added.

The largest buyer was Bank of America, adding an estimated $518M. The largest seller was Bank of Nova Scotia, cutting an estimated $296M.

  • 1,304 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2022, down from 1,373 in Q2 2022.
  • Funds reported $18.6B of State Street Financial Select Sector SPDR ETF stock for Q3 2022, down 4.7% quarter-over-quarter.
  • 75 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2022 and 123 closed out, a net change of -48 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2022 was Bank of America, an estimated $518M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2022 was Bank of Nova Scotia, an estimated $296M sold.

Based on aggregated 13F filings for Q3 2022.