We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

994 hedge funds and large institutions have $12B invested in State Street Financial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 331 increasing their positions, 400 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 112

2% more funds holding

Funds holding: 972994 (+22)

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$331M)

2.72% less ownership

Funds ownership: 75.58%72.86% (-2.7%)

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

17% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 400

23% less call options, than puts

Call options by funds: $4.06B | Put options by funds: $5.26B

Holders
994
Holders Change
+22
Holders Change %
+2.26%
% of All Funds
20.38%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.72%
New
143
Increased
331
Reduced
400
Closed
112
Calls
$4.06B
Puts
$5.26B
Net Calls
-$1.21B
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$4.39M +$91.1K +4,013 +2%
MBTD
177
Mechanics Bank - Trust Department
California
$4.38M +$119K +5,232 +3%
TNB
178
TCF National Bank
South Dakota
$4.37M +$362K +15,940 +11%
JWBC
179
J.W. Burns & Co
New York
$4.36M +$92K +4,050 +2%
NFG
180
Norris Financial Group
South Carolina
$4.34M +$4.26M +187,630 New
RSWM
181
Robertson Stephens Wealth Management
California
$4.33M -$519K -22,873 -11%
AI
182
Atom Investors
Texas
$4.32M +$4.24M +186,724 New
HF
183
HRT Financial
New York
$4.32M -$17.4M -767,691 -80%
SPC
184
Sigma Planning Corp
Michigan
$4.23M -$38.5K -1,697 -0.9%
CANY
185
Caxton Associates (New York)
New York
$4.21M +$4.13M +182,000 New
ASN
186
Advisory Services Network
Georgia
$4.19M +$38.9K +1,711 +1%
ZIG
187
Zuckerman Investment Group
Illinois
$4.17M +$377K +16,611 +10%
RCP
188
Rothschild Capital Partners
New York
$4.17M +$446K +19,620 +12%
5L
189
55I LLC
Massachusetts
$4.16M +$2.44M +107,592 +149%
KPW
190
Kore Private Wealth
New York
$4.08M -$263K -11,576 -6%
TS
191
Tamar Securities
California
$3.95M +$3.88M +170,716 New
William Blair & Company
192
William Blair & Company
Illinois
$3.81M -$728K -32,060 -16%
TC
193
Trust Company
Kansas
$3.72M -$184K -8,095 -5%
FTS
194
Fifth Third Securities
Ohio
$3.65M +$350K +15,415 +11%
CCM
195
Cribstone Capital Management
Maine
$3.64M +$849K +37,392 +31%
CB
196
Commerce Bank
Missouri
$3.63M -$33K -1,452 -0.9%
VCM
197
Verger Capital Management
North Carolina
$3.54M
CBT
198
Central Bank & Trust
Kentucky
$3.54M
GT
199
Glenmede Trust
Pennsylvania
$3.53M -$406K -17,887 -10%
CC
200
Callan Capital
California
$3.52M +$102K +4,502 +3%

XLF Hedge Fund Activity: Q2 2020 in Review

994 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2020, worth a combined $12B — up 2.9% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new XLF positions and 112 closed out — a net gain of 31 holders — while 331 added to existing stakes and 400 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $504M. The largest seller was Morgan Stanley, cutting an estimated $776M.

  • 994 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2020, up from 972 in Q1 2020.
  • Funds reported $12B of State Street Financial Select Sector SPDR ETF stock for Q2 2020, up 2.9% quarter-over-quarter.
  • 143 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2020 and 112 closed out, a net change of +31 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $504M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2020.