We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

600 hedge funds and large institutions have $10.5B invested in State Street Financial Select Sector SPDR ETF in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 236 increasing their positions, 208 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 208

0% more funds holding in top 10

Funds holding in top 10: 6161 (0)

3% less funds holding

Funds holding: 616600 (-16)

4.19% less ownership

Funds ownership: 75.01%70.82% (-4.2%)

14% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 71

14% less capital invested

Capital invested by funds: $12.2B → $10.5B (-$1.75B)

31% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $3.25B

Holders
600
Holders Change
-16
Holders Change %
-2.6%
% of All Funds
16.75%
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.7%
New
61
Increased
236
Reduced
208
Closed
71
Calls
$2.25B
Puts
$3.25B
Net Calls
-$1.01B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Change in
Stake
PG
126
Proffitt & Goodson
Tennessee
$5.61M +$21.6K +1,019 +0.4%
PWAP
127
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.58M +$146K +6,892 +3%
BAC
128
Boys Arnold & Co
North Carolina
$5.52M +$258K +12,189 +5%
CA
129
Corrado Advisors
New Jersey
$5.48M -$348K -16,440 -6%
Sumitomo Mitsui Trust Group
130
Sumitomo Mitsui Trust Group
Japan
$5.44M +$5.8M +273,547 New
CWA
131
Convergent Wealth Advisors
Maryland
$5.42M +$5.77M +272,215 New
BG
132
BlackRock Group
United Kingdom
$5.33M -$10.2M -479,943 -64%
CM
133
Castleark Management
Illinois
$5.21M
EM
134
EnTrustPermal Management
New York
$5.2M +$592K +27,909 +12%
BFM
135
Boston Financial Management
Massachusetts
$5.14M +$601K +28,365 +12%
TFA
136
Toth Financial Advisory
Virginia
$4.89M -$2.92K -138 -0.1%
CP
137
Corbenic Partners
Pennsylvania
$4.83M +$1.06M +50,154 +26%
MC
138
Martin & Co
Tennessee
$4.72M +$73.3K +3,458 +1%
KSA
139
Ken Stern & Associates
California
$4.67M +$314K +14,822 +7%
BA
140
BlackRock Advisors
Delaware
$4.64M -$2.3M -108,410 -32%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$4.61M +$847K +39,984 +21%
GCA
142
Greenwood Capital Associates
South Carolina
$4.57M +$29K +1,368 +0.6%
UM
143
Ulysses Management
New York
$4.53M +$4.83M +227,829 New
Bank of New York Mellon
144
Bank of New York Mellon
New York
$4.5M +$273K +12,883 +6%
WAM
145
Wolverine Asset Management
Illinois
$4.46M +$4.75M +224,277 New
SFT
146
Simmons First Trust
Arkansas
$4.44M +$148K +6,996 +3%
AHS
147
Aspiriant Holdings S3
California
$4.4M +$9.77K +461 +0.2%
Truist Financial
148
Truist Financial
North Carolina
$4.21M -$619K -29,210 -12%
FCI
149
Financial Counselors Inc
Kansas
$4.17M -$89.5K -4,223 -2%
RIG
150
Renaissance Investment Group
Massachusetts
$4.17M -$156K -7,337 -3%

XLF Hedge Fund Activity: Q3 2015 in Review

600 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2015, worth a combined $10.5B — down 14% from $12.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of XLF and 61 opened new positions — a net loss of 10 holders — while 208 trimmed existing stakes and 236 added.

The largest buyer was Bank of America, adding an estimated $442M. The largest seller was Goldman Sachs, cutting an estimated $807M.

  • 600 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2015, down from 616 in Q2 2015.
  • Funds reported $10.5B of State Street Financial Select Sector SPDR ETF stock for Q3 2015, down 14% quarter-over-quarter.
  • 61 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2015 and 71 closed out, a net change of -10 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2015 was Bank of America, an estimated $442M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2015 was Goldman Sachs, an estimated $807M sold.

Based on aggregated 13F filings for Q3 2015.