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State Street Financial Select Sector SPDR ETF

988 hedge funds and large institutions have $14.3B invested in State Street Financial Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 250 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 67

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

1% more funds holding

Funds holding: 977988 (+11)

1.42% less ownership

Funds ownership: 65.96%64.55% (-1.4%)

9% less capital invested

Capital invested by funds: $15.8B → $14.3B (-$1.42B)

49% less repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 486

67% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $5.02B

Holders
988
Holders Change
+11
Holders Change %
+1.13%
% of All Funds
21.66%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.34%
New
87
Increased
250
Reduced
486
Closed
67
Calls
$1.68B
Puts
$5.02B
Net Calls
-$3.35B
Net Calls Change
-$453M
Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
101
Vantage Financial Partners (Illinois)
Illinois
$11.5M -$89.7K -3,250 -0.8%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$11.3M -$97.1K -3,517 -0.9%
EC
103
Estate Counselors
Wisconsin
$11.3M -$130K -4,700 -1%
CWM
104
Circle Wealth Management
New Jersey
$11.2M -$945K -34,217 -8%
PWAC
105
Private Wealth Advisors (California)
California
$10.9M -$1.09M -39,347 -9%
GI
106
GAMCO Investors
Connecticut
$10.9M -$179K -6,500 -2%
QFA
107
Quattro Financial Advisors
Texas
$10.8M -$2.53M -91,700 -19%
UAS
108
United Asset Strategies
New York
$10.8M -$150K -5,435 -1%
V
109
Veritable
Delaware
$10.6M -$29.5K -1,068 -0.3%
BAAM
110
Baker Avenue Asset Management
California
$10.4M +$165K +5,984 +2%
Sumitomo Mitsui Trust Group
111
Sumitomo Mitsui Trust Group
Japan
$10.2M
B
112
Bailard
California
$9.88M -$163K -5,921 -2%
MLL
113
Moody Lynn & Lieberson
Massachusetts
$9.65M +$8.97M +324,841 +1,641%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$9.6M -$2.51M -90,799 -21%
CGA
115
Crescent Grove Advisors
Illinois
$9.48M -$387K -14,010 -4%
VDFA
116
Vickerman & Driscoll Financial Advisors
Washington
$9.33M +$33.6K +1,218 +0.4%
TF
117
Trek Financial
Arizona
$9.27M +$4.75M +172,050 +107%
AIP
118
Ameritas Investment Partners
Nebraska
$8.79M -$747K -27,055 -8%
PFO
119
Pathstone Family Office
New Jersey
$8.64M -$234K -8,490 -3%
QIM
120
Quantitative Investment Management
Virginia
$8.57M +$8.45M +305,963 New
FIB
121
First Interstate Bank
Montana
$8.46M +$357K +12,931 +4%
Millennium Management
122
Millennium Management
New York
$8.37M -$3.11M -112,732 -27%
FFG
123
Frisch Financial Group
New York
$8.37M +$524K +18,987 +7%
CIC
124
Carnegie Investment Counsel
Ohio
$8.34M +$119K +4,313 +1%
BCI
125
Brinker Capital Investments
Pennsylvania
$8.06M +$2.14M +77,659 +37%

XLF Hedge Fund Activity: Q3 2019 in Review

988 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2019, worth a combined $14.3B — down 9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new XLF positions and 67 closed out — a net gain of 20 holders — while 250 added to existing stakes and 486 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $276M. The largest seller was Bank of America, cutting an estimated $1.16B.

  • 988 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2019, up from 977 in Q2 2019.
  • Funds reported $14.3B of State Street Financial Select Sector SPDR ETF stock for Q3 2019, down 9% quarter-over-quarter.
  • 87 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2019 and 67 closed out, a net change of +20 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $276M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2019 was Bank of America, an estimated $1.16B sold.

Based on aggregated 13F filings for Q3 2019.