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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
OTPPB
176
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.19M +$4.23M +174,000 New
OC
177
Oppenheimer & Co
New York
$4.11M -$571K -23,486 -12%
PCIA
178
Prime Capital Investment Advisors
Kansas
$4.05M -$1.28M -52,588 -24%
TC
179
Trust Company
Kansas
$4.03M +$164K +6,725 +4%
IWC
180
Integrated Wealth Concepts
Massachusetts
$3.97M -$603K -24,778 -13%
FTS
181
Fifth Third Securities
Ohio
$3.97M +$169K +6,930 +4%
William Blair & Company
182
William Blair & Company
Illinois
$3.96M -$5.06K -208 -0.1%
KPW
183
Kore Private Wealth
New York
$3.95M -$299K -12,291 -7%
EH
184
Equitable Holdings
New York
$3.93M +$1.04M +42,746 +35%
WA
185
WBH Advisory
Maryland
$3.86M +$363K +14,908 +10%
Creative Planning
186
Creative Planning
Kansas
$3.71M +$309K +12,699 +9%
VCM
187
Verger Capital Management
North Carolina
$3.69M
Schroder Investment Management Group
188
Schroder Investment Management Group
United Kingdom
$3.65M +$3.66M +150,338 New
AIP
189
ARS Investment Partners
New York
$3.65M +$3.69M +151,741 New
LWAC
190
Laurel Wealth Advisors (California)
California
$3.63M +$1.8M +73,845 +96%
CC
191
Callan Capital
California
$3.63M -$40K -1,643 -1%
MSU
192
Mizuho Securities USA
New York
$3.6M -$5.69M -234,000 -61%
NAM
193
NTV Asset Management
West Virginia
$3.57M +$231K +9,500 +7%
BRWA
194
B. Riley Wealth Advisors
Florida
$3.53M +$285K +11,737 +9%
Marshall Wace
195
Marshall Wace
United Kingdom
$3.53M +$3.06M +125,875 +607%
RCP
196
Rothschild Capital Partners
New York
$3.5M -$837K -34,435 -19%
GL
197
Graypoint LLC
New York
$3.49M +$108K +4,438 +3%
CBT
198
Central Bank & Trust
Kentucky
$3.46M -$228K -9,370 -6%
MA
199
Modus Advisors
Minnesota
$3.46M +$1.06M +43,782 +44%
FSC
200
Full Sail Capital
Oklahoma
$3.33M +$2.8K +115 +0.1%

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.