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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
PP
1076
Paloma Partners
Connecticut
-$167K -7,357 Closed
MCM
1077
McMillion Capital Management
North Carolina
-$142K -6,797 Closed
KWM
1078
Kingsview Wealth Management
Oregon
-$113K -5,450 Closed
PCMK
1079
Paragon Capital Management (Kansas)
Kansas
-$112K -5,362 Closed
CBT
1080
Capital Bank & Trust
California
-$95K -4,580 Closed
JSC
1081
Jackson Square Capital
California
-$95K -4,580 Closed
OIS
1082
Okabena Investment Services
Minnesota
-$74K -3,561 Closed
MWM
1083
MBE Wealth Management
Wisconsin
-$66K -3,179 Closed
KFI
1084
Key Financial Inc
Pennsylvania
-$66K -3,060 Closed
TC
1085
Tatro Capital
Kentucky
-$49K -2,373 Closed
VCS
1086
Vaughan & Co Securities
New Jersey
-$46.8K -2,250 Closed
DWM
1087
Darwin Wealth Management
Florida
-$45K -2,177 Closed
NEIRG
1088
New England Investment & Retirement Group
Massachusetts
-$45K -2,166 Closed
HF
1089
Halpern Financial
Virginia
-$33.7K -1,616 Closed
CWG
1090
Cornerstone Wealth Group
North Carolina
-$32K -1,548 Closed
EP
1091
Eudaimonia Partners
Tennessee
-$29K -1,416 Closed
QAM
1092
QCI Asset Management
New York
-$24K -1,132 Closed
BCM
1093
Blume Capital Management
California
-$20K -975 Closed
WQ
1094
Wealth Quarterback
New Jersey
-$17.4K -834 Closed
CAN
1095
Claraphi Advisory Network
United States
-$16K -753 Closed
AC
1096
AlphaCore Capital
California
-$12K -600 Closed
PK
1097
Pflug Koory
Nebraska
-$11K -512 Closed
BII
1098
Bainco International Investors
Massachusetts
-$10K -470 Closed
BWA
1099
Burt Wealth Advisors
Maryland
-$7K -352 Closed
First Manhattan
1100
First Manhattan
New York
-$7K -350 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.