We are live on ! Find out more
XLF icon

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
TF
151
TIAA FSB
Florida
$5.74M -$674K -24,398 -11%
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$5.66M -$69.2M -2,505,044 -93%
Fidelity International
153
Fidelity International
Bermuda
$5.64M -$1.23M -44,562 -18%
AllianceBernstein
154
AllianceBernstein
Tennessee
$5.6M -$288K -10,443 -5%
W
155
WealthOne
New York
$5.57M +$173K +6,259 +3%
HCMNY
156
Howard Capital Management (New York)
New York
$5.57M -$148K -5,374 -3%
CC
157
Callan Capital
California
$5.54M -$242K -8,757 -4%
JWBC
158
J.W. Burns & Co
New York
$5.44M -$91.9K -3,330 -2%
CA
159
Cetera Advisors
Colorado
$5.43M +$44.9K +1,626 +0.8%
PAMU
160
Pictet Asset Management (UK)
United Kingdom
$5.43M +$524K +19,000 +11%
IWC
161
Integrated Wealth Concepts
Massachusetts
$5.42M -$1.83M -66,180 -25%
SPC
162
Sigma Planning Corp
Michigan
$5.4M -$698K -25,301 -12%
WA
163
WBH Advisory
Maryland
$5.34M -$264K -9,562 -5%
Nomura Asset Management
164
Nomura Asset Management
Japan
$5.3M +$2.43M +88,000 +87%
ACI
165
Alpha Cubed Investments
California
$5.22M -$414K -14,997 -7%
MBTD
166
Mechanics Bank - Trust Department
California
$5.22M -$13.3K -480 -0.3%
KF
167
Krilogy Financial
Missouri
$5.13M +$138K +5,013 +3%
IUHSA
168
Itau Unibanco Holding S.A.
Brazil
$5.08M +$579K +20,966 +13%
VF
169
Virtu Financial
New York
$5.05M +$2.18M +78,849 +78%
TC
170
Trust Company
Kansas
$5.04M -$818K -29,642 -14%
Cohen & Steers
171
Cohen & Steers
New York
$5.02M -$3.21M -116,199 -39%
RIG
172
Renaissance Investment Group
Massachusetts
$5.01M -$31K -1,123 -0.6%
COI
173
Capital One Investing
Virginia
$4.95M -$26.7K -966 -0.5%
Creative Planning
174
Creative Planning
Kansas
$4.91M -$353K -12,786 -7%
NSIM
175
North Star Investment Management
Illinois
$4.91M +$209K +7,588 +5%

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.