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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
EWA
126
Evolution Wealth Advisors
Florida
$7.29M +$915K +37,633 +14%
CGA
127
Crescent Grove Advisors
Illinois
$7.27M -$1.84M -75,664 -20%
SL
128
Salomon & Ludwin
Virginia
$7.19M -$355K -14,578 -5%
PFO
129
Pathstone Family Office
New Jersey
$7.16M -$325K -13,349 -4%
TSS
130
Two Sigma Securities
New York
$7.13M +$5.91M +242,857 +454%
PCA
131
Personal Capital Advisors
California
$7.09M +$6.29M +258,593 +721%
FFN
132
Focus Financial Network
Minnesota
$7.04M +$5.79M +238,173 +439%
TCWA
133
Ten Capital Wealth Advisors
Washington
$6.85M +$6.92M +284,478 New
Neuberger Berman Group
134
Neuberger Berman Group
New York
$6.83M +$6.44M +264,684 +1,386%
MPM
135
Meritage Portfolio Management
Kansas
$6.82M +$626K +25,720 +10%
HIP
136
Harrell Investment Partners
Texas
$6.64M +$241K +9,908 +4%
AAS
137
Avantax Advisory Services
Texas
$6.55M +$1.13M +46,482 +21%
SIMM
138
Stillwater Investment Management (Minnesota)
Minnesota
$6.47M -$218K -8,979 -3%
UAS
139
United Asset Strategies
New York
$6.39M -$1.26M -51,649 -16%
CANY
140
Caxton Associates (New York)
New York
$6.36M +$2.01M +82,600 +45%
KHLMTHM
141
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.21M
CCM
142
Chiron Capital Management
Florida
$6.1M +$6.16M +253,251 New
QF
143
QVT Financial
New York
$5.91M
MIAN
144
Mariner Independent Advisor Network
Kansas
$5.76M -$196K -8,067 -3%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$5.68M -$14.2M -584,669 -71%
ZIG
146
Zurich Insurance Group
Switzerland
$5.57M -$256K -10,510 -4%
B
147
Bailard
California
$5.51M -$127K -5,221 -2%
AI
148
Atria Investments
North Carolina
$5.5M -$340K -13,983 -6%
KF
149
Krilogy Financial
Missouri
$5.47M +$368K +15,131 +7%
ANTB
150
AMG National Trust Bank
Colorado
$5.4M -$238K -9,787 -4%

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.