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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
JF
1051
JSF Financial
California
-$203K -8,757 Closed
MTC
1052
Matrix Trust Company
Colorado
-$185K -8,006 Closed
ClearBridge Investments
1053
ClearBridge Investments
New York
-$167K -7,220 Closed
BCP
1054
Blue Chip Partners
Michigan
-$158K -6,842 Closed
EDRH
1055
Edmond de Rothschild Holding
Switzerland
-$148K -6,400 Closed
PA
1056
Procyon Advisors
Connecticut
-$121K -5,209 Closed
BCA
1057
Berman Capital Advisors
Georgia
-$65K -2,836 Closed
PIMG
1058
Patriot Investment Management Group
Tennessee
-$62K -2,681 Closed
AWM
1059
Apollon Wealth Management
South Carolina
-$53K -2,276 Closed
SCA
1060
Stonebridge Capital Advisors
Minnesota
-$49K -2,102 Closed
IFO
1061
Independent Family Office
New York
-$271K -2,000 Closed
HFA
1062
Hoover Financial Advisors
Pennsylvania
-$40K -1,711 Closed
1W
1063
1776 Wealth
Georgia
-$37K -1,620 Closed
BBPWM
1064
Blue Bell Private Wealth Management
Pennsylvania
-$40K -1,600 Closed
THWM
1065
Taylor Hoffman Wealth Management
Virginia
-$29K -1,250 Closed
DTIM
1066
Danda Trouve Investment Management
Kansas
-$29K -1,234 Closed
WR
1067
Watson Rebecca
-$22K -945 Closed
EWP
1068
Engrave Wealth Partners
Texas
-$16K -694 Closed
HFA
1069
HC Financial Advisors
California
-$7K -286 Closed
WFMPM
1070
Woodley Farra Manion Portfolio Management
Indiana
-$5K -236 Closed
CAM
1071
ClariVest Asset Management
California
-$5K -229 Closed
JFA
1072
JNBA Financial Advisors
Minnesota
-$5K -228 Closed
JWBC
1073
John W. Brooker & Co
California
-$5K -200 Closed
BBA
1074
Braun-Bostich & Associates
Pennsylvania
-$3K -151 Closed
RAM
1075
Riggs Asset Management
Pennsylvania
-$3K -151 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.