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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
FTS
201
Fifth Third Securities
Ohio
$3.89M +$129K +4,687 +3%
PSP
202
Principal Street Partners
Tennessee
$3.8M +$3.75M +135,803 New
RSWM
203
Robertson Stephens Wealth Management
California
$3.8M +$1.26M +45,797 +51%
LWANC
204
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.79M -$19.3K -698 -0.5%
RCP
205
Rothschild Capital Partners
New York
$3.73M
CB
206
Commerce Bank
Missouri
$3.71M +$166K +6,015 +5%
CCM
207
Cribstone Capital Management
Maine
$3.69M -$184K -6,657 -5%
CBT
208
Central Bank & Trust
Kentucky
$3.66M +$77.3K +2,801 +2%
SCM
209
Southport Capital Management
Tennessee
$3.65M -$157K -5,670 -4%
NR
210
Newfound Research
Massachusetts
$3.65M -$164K -5,941 -4%
SPIA
211
Steward Partners Investment Advisory
New York
$3.56M -$234K -8,479 -6%
IHL
212
Investment House LLC
California
$3.53M +$3.48M +126,045 New
SCCM
213
Schafer Cullen Capital Management
New York
$3.52M +$3.22M +116,767 +1,284%
FCC
214
Florin Court Capital
United Kingdom
$3.52M +$3.47M +125,600 New
CTC
215
Central Trust Company
Missouri
$3.5M -$38K -1,375 -1%
AWM
216
AE Wealth Management
Kansas
$3.49M +$423K +15,328 +14%
AF
217
Aldebaran Financial
$3.44M -$55.2K -1,999 -2%
IC
218
Innealta Capital
Texas
$3.37M -$708K -25,634 -18%
Citadel Advisors
219
Citadel Advisors
Florida
$3.35M -$4.22M -152,815 -56%
BS
220
Banco Santander
Spain
$3.32M -$300K -10,869 -8%
TTWM
221
TCV Trust & Wealth Management
Virginia
$3.3M -$96.6K -3,500 -3%
AIP
222
ARS Investment Partners
New York
$3.27M -$503K -18,230 -14%
FAAS
223
First Allied Advisory Services
California
$3.23M +$139K +5,040 +5%
JCM
224
Julex Capital Management
Massachusetts
$3.22M -$2.28M -82,600 -42%
GSC
225
G&S Capital
Colorado
$3.22M +$37.8K +1,368 +1%

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.