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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
SWM
176
Segment Wealth Management
Texas
$4.89M +$304K +11,015 +7%
CA
177
Commerzbank Aktiengesellschaft
Germany
$4.83M -$3.62M -131,289 -43%
CL
178
CIM LLC
New York
$4.82M +$135K +4,908 +3%
PCIA
179
Prime Capital Investment Advisors
Kansas
$4.64M +$43.4K +1,571 +1%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63M -$163K -5,917 -3%
M&T Bank
181
M&T Bank
New York
$4.55M +$165K +5,964 +4%
LWA
182
Lowe Wealth Advisors
Maryland
$4.53M -$119K -4,321 -3%
PFS
183
Prospera Financial Services
Texas
$4.48M -$250K -9,067 -5%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$4.45M -$253K -9,175 -5%
EIP
185
Ellis Investment Partners
Pennsylvania
$4.39M -$164K -5,926 -4%
SWP
186
Stratos Wealth Partners
Ohio
$4.34M +$548K +19,860 +15%
TNB
187
TCF National Bank
South Dakota
$4.3M +$4.24M +153,486 New
BTS
188
BB&T Securities
Virginia
$4.24M -$652K -23,614 -13%
CCT
189
Chemung Canal Trust
New York
$4.19M -$90.7K -3,285 -2%
ASN
190
Advisory Services Network
Georgia
$4.16M
BBNA
191
Bremer Bank National Association
Minnesota
$4.16M
FCI
192
Financial Counselors Inc
Kansas
$4.11M -$44.7K -1,621 -1%
HCIA
193
Hochman Cole Investment Advisors
Illinois
$4.11M -$285K -10,316 -7%
PPA
194
Parametric Portfolio Associates
Washington
$4.09M -$593K -21,466 -13%
NAM
195
NTV Asset Management
West Virginia
$4.09M -$27.6K -1,000 -0.7%
IC
196
InterOcean Capital
Illinois
$4.02M -$99.1K -3,591 -2%
FWCM
197
Ferguson Wellman Capital Management
Oregon
$4.01M -$116K -4,190 -3%
BRWA
198
B. Riley Wealth Advisors
Florida
$4M -$260K -9,427 -6%
QF
199
QVT Financial
New York
$4M +$3.94M +142,824 New
PWAP
200
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.93M -$2.13M -77,131 -35%

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.