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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
Bank of America
1
Bank of America
North Carolina
$1.8B -$39.9M -1,639,796 -2%
Morgan Stanley
2
Morgan Stanley
New York
$892M +$73.3M +3,014,609 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$890M -$112M -4,593,471 -11%
UBS Group
4
UBS Group
Switzerland
$624M +$5.2M +213,843 +0.8%
Wells Fargo
5
Wells Fargo
California
$566M +$48M +1,974,729 +9%
Barclays
6
Barclays
United Kingdom
$486M +$262M +10,774,450 +114%
Goldman Sachs
7
Goldman Sachs
New York
$422M -$103M -4,227,297 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$347M -$135K -5,545 -0%
CI
9
Clal Insurance
Israel
$234M +$33M +1,357,599 +16%
APF
10
Alaska Permanent Fund
Alaska
$232M +$161M +6,602,623 +218%
BlackRock
11
BlackRock
New York
$194M -$59M -2,426,391 -23%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$184M -$9.97M -409,991 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$178M +$14M +575,761 +8%
Truist Financial
14
Truist Financial
North Carolina
$154M +$12.5M +515,312 +9%
PP
15
Prudential plc
United Kingdom
$152M +$154M +6,322,360 New
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$136M -$305M -12,523,074 -69%
Citigroup
17
Citigroup
New York
$127M +$2.66M +109,447 +2%
RJA
18
Raymond James & Associates
Florida
$121M +$4.2M +172,598 +4%
N
19
Natixis
France
$120M -$36.5M -1,500,000 -23%
SGI
20
Swan Global Investments
Colorado
$119M -$17.1M -701,108 -12%
LPL Financial
21
LPL Financial
California
$119M -$37.1M -1,526,692 -24%
Ameriprise
22
Ameriprise
Minnesota
$98.9M -$2.15M -88,533 -2%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$95.8M -$6.74M -277,306 -7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$94.7M -$40.8M -1,675,525 -30%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.8M +$2.41M +98,977 +3%

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.