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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
FWCM
151
Ferguson Wellman Capital Management
Oregon
$5.38M +$2.55M +104,725 +88%
CL
152
CIM LLC
New York
$5.31M +$301K +12,371 +6%
KAS
153
Kestra Advisory Services
Texas
$5.28M +$5.35M +220,047 New
BCI
154
Brinker Capital Investments
Pennsylvania
$5.26M -$1.15M -47,445 -18%
CNB
155
Camden National Bank
Maine
$5.23M +$13.8K +566 +0.3%
CA
156
Cetera Advisors
Colorado
$5.11M -$335K -13,760 -6%
Asset Management One
157
Asset Management One
Japan
$4.99M +$2.6M +107,000 +107%
AIP
158
Ameritas Investment Partners
Nebraska
$4.97M -$998K -41,055 -17%
ACS
159
Archford Capital Strategies
Illinois
$4.95M -$132K -5,441 -3%
TF
160
Trek Financial
Arizona
$4.93M -$483K -19,854 -9%
HCMNY
161
Howard Capital Management (New York)
New York
$4.7M +$72.3K +2,972 +2%
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$4.65M +$4.69M +193,000 New
TS
163
Tamar Securities
California
$4.58M +$472K +19,396 +11%
W
164
WealthOne
New York
$4.51M -$679K -27,919 -13%
ASN
165
Advisory Services Network
Georgia
$4.49M +$137K +5,652 +3%
MS
166
Maven Securities
Jersey
$4.48M +$4.53M +186,286 New
SPC
167
Sigma Planning Corp
Michigan
$4.47M +$69.1K +2,840 +2%
PWMG
168
Prestige Wealth Management Group
New Jersey
$4.46M -$530K -21,802 -11%
SCCM
169
Schafer Cullen Capital Management
New York
$4.39M +$3.92M +161,004 +748%
JWBC
170
J.W. Burns & Co
New York
$4.37M -$159K -6,545 -3%
CAN
171
Cetera Advisor Networks
California
$4.32M -$726K -29,849 -14%
ZIG
172
Zuckerman Investment Group
Illinois
$4.29M -$41.3K -1,699 -0.9%
RT
173
Rockland Trust
Massachusetts
$4.27M -$608K -25,012 -12%
MBTD
174
Mechanics Bank - Trust Department
California
$4.26M -$305K -12,525 -7%
ATI
175
Act Two Investors
California
$4.2M +$4.25M +174,616 New

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.