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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
WCM
1051
WealthBridge Capital Management
Ohio
-$314K -15,098 Closed
RA
1052
RFG Advisory
Alabama
-$309K -14,822 Closed
CMI
1053
Clare Market Investments
Texas
-$304K -14,602 Closed
NAS
1054
Nicolet Advisory Services
Wisconsin
-$295K -14,152 Closed
FI
1055
FormulaFolio Investments
Michigan
-$294K -14,124 Closed
FBB
1056
Fulton Breakefield Broenniman
Maryland
-$289K -13,866 Closed
WPP
1057
Whalerock Point Partners
Rhode Island
-$287K -13,786 Closed
D.E. Shaw & Co
1058
D.E. Shaw & Co
New York
-$282K -13,568 Closed
AWM
1059
Aries Wealth Management
Maine
-$269K -13,443 Closed
MSS
1060
Mitchell Sinkler & Starr
Pennsylvania
-$279K -13,390 Closed
IMC Chicago
1061
IMC Chicago
Illinois
-$298K -13,131 Closed
VWA
1062
V Wealth Advisors
Kansas
-$268K -12,904 Closed
MWM
1063
Mattern Wealth Management
Kansas
-$266K -12,784 Closed
DWM
1064
Doyle Wealth Management
Florida
-$263K -12,644 Closed
3AM
1065
3D Asset Management
Connecticut
-$260K -12,479 Closed
WTB
1066
Washington Trust Bank
Washington
-$250K -12,006 Closed
GCP
1067
GSA Capital Partners
United Kingdom
-$250K -12,000 Closed
CA
1068
Continuum Advisory
Idaho
-$233K -11,930 Closed
FLPIM
1069
F.L. Putnam Investment Management
Massachusetts
-$245K -11,778 Closed
CAI
1070
Capital Advisors Inc
Oklahoma
-$238K -11,415 Closed
KP
1071
Keel Point
Alabama
-$234K -11,220 Closed
GTAM
1072
Global Trust Asset Management
Florida
-$238K -11,130 Closed
SPFA
1073
Summit Place Financial Advisors
New Jersey
-$222K -10,650 Closed
SC
1074
Sepio Capital
Utah
-$217K -10,444 Closed
HWM
1075
Howard Wealth Management
Connecticut
-$214K -10,320 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.