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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
TTWM
201
TCV Trust & Wealth Management
Virginia
$3.3M +$58.5K +2,404 +2%
WS
202
Wela Strategies
Georgia
$3.26M +$816K +33,552 +33%
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$3.24M +$1.54M +63,385 +89%
CCT
204
Chemung Canal Trust
New York
$3.2M +$382K +15,712 +13%
5L
205
55I LLC
Massachusetts
$3.18M -$1.16M -47,782 -27%
AIM
206
AMI Investment Management
Indiana
$3.17M -$13.1K -538 -0.4%
CCM
207
Cribstone Capital Management
Maine
$3.17M -$622K -25,593 -16%
CB
208
Commerce Bank
Missouri
$3.12M -$665K -27,333 -17%
SPIA
209
Steward Partners Investment Advisory
New York
$3.08M +$581K +23,896 +23%
TCA
210
Transcend Capital Advisors
New Jersey
$3.08M +$5.45K +224 +0.2%
Mariner
211
Mariner
Kansas
$3.06M +$112K +4,597 +4%
SC
212
Scotia Capital
Ontario, Canada
$3.06M -$274K -11,271 -8%
OQC
213
Optimum Quantvest Corp
Connecticut
$3.02M
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$3.01M -$4.11K -169 -0.1%
VDI
215
Vaughan David Investments
Illinois
$2.98M +$2.82K +116 +0.1%
AC
216
Aristeia Capital
Connecticut
$2.97M +$3M +123,456 New
Fidelity International
217
Fidelity International
Bermuda
$2.91M +$164K +6,745 +6%
JSMC
218
Jess S. Morgan & Co
California
$2.84M -$15.4K -635 -0.5%
GM
219
GeoWealth Management
Illinois
$2.81M +$459K +18,861 +19%
GT
220
Glenmede Trust
Pennsylvania
$2.81M -$878K -36,116 -24%
FCI
221
Financial Counselors Inc
Kansas
$2.81M -$323K -13,286 -10%
SSA
222
Schonfeld Strategic Advisors
New York
$2.8M +$2.83M +116,404 New
SI
223
Stephens Inc
Arkansas
$2.8M -$212K -8,708 -7%
PWAC
224
Private Wealth Advisors (California)
California
$2.77M +$725K +29,792 +35%
PFA
225
Paradigm Financial Advisors
Missouri
$2.76M -$3.43M -141,075 -55%

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.