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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
SCM
101
Scopia Capital Management
New York
$9.32M +$9.42M +387,141 New
Simplex Trading
102
Simplex Trading
Illinois
$8.89M -$11M -450,851 -55%
QFA
103
Quattro Financial Advisors
Texas
$8.74M -$2.96M -121,765 -26%
VC
104
Vestor Capital
Illinois
$8.71M +$8.8M +361,861 New
VWM
105
Venturi Wealth Management
Texas
$8.7M +$2.19M +90,114 +33%
Renaissance Technologies
106
Renaissance Technologies
New York
$8.62M -$18M -740,600 -67%
FIB
107
First Interstate Bank
Montana
$8.58M -$412K -16,960 -5%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$8.51M -$1.29M -53,177 -13%
VFPI
109
Vantage Financial Partners (Illinois)
Illinois
$8.42M -$1.28M -52,596 -13%
CM
110
Castleark Management
Illinois
$8.41M -$34M -1,398,320 -80%
LFAS
111
Level Four Advisory Services
Texas
$8.4M +$33.8K +1,388 +0.4%
JCM
112
Janney Capital Management
Pennsylvania
$8.35M +$8.15M +335,263 +2,870%
BOPW
113
Brandywine Oak Private Wealth
Pennsylvania
$8.25M -$195K -8,036 -2%
FWM
114
Focused Wealth Management
New York
$8.1M +$304K +12,503 +4%
GI
115
GAMCO Investors
Connecticut
$8.1M -$625K -25,682 -7%
SWP
116
Stratos Wealth Partners
Ohio
$7.86M -$2.83M -116,291 -26%
CIC
117
Carnegie Investment Counsel
Ohio
$7.82M -$214K -8,805 -3%
VAS
118
Vestmark Advisory Solutions
Massachusetts
$7.8M +$1.22M +49,972 +18%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$7.79M +$1.03M +42,185 +15%
MPW
120
MA Private Wealth
California
$7.72M +$227K +9,352 +3%
BB
121
Busey Bank
Illinois
$7.66M -$99.3K -4,085 -1%
CI
122
CX Institutional
Indiana
$7.64M +$61.7K +2,536 +0.8%
PIN
123
Prudent Investors Network
California
$7.52M +$11.8K +486 +0.2%
IA
124
IndexIQ Advisors
New York
$7.42M -$2.16M -88,673 -22%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$7.34M +$704K +28,926 +10%

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.