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State Street Financial Select Sector SPDR ETF

1,320 hedge funds and large institutions have $203B invested in State Street Financial Select Sector SPDR ETF in 2021 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 581 increasing their positions, 401 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more capital invested

Capital invested by funds: $26.5B → $203B (+$176B)

87% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 86

45% more repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 401

5% more funds holding in top 10

Funds holding in top 10: 8488 (+4)

5% more funds holding

Funds holding: 1,2631,320 (+57)

7.53% less ownership

Funds ownership: 69.8%62.27% (-7.5%)

37% less call options, than puts

Call options by funds: $5.43B | Put options by funds: $8.65B

Holders
1,320
Holders Change
+57
Holders Change %
+4.51%
% of All Funds
22.97%
Holding in Top 10
88
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.76%
% of All Funds
1.53%
New
161
Increased
581
Reduced
401
Closed
86
Calls
$5.43B
Puts
$8.65B
Net Calls
-$3.22B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$6.16M -$468K -12,788 -7%
AAM
252
Ameraudi Asset Management
New York
$6.1M +$6.08M +166,153 New
UR
253
USCA RIA
Texas
$5.93M +$526K +14,385 +10%
W
254
WealthOne
New York
$5.91M +$72.4K +1,980 +1%
SC
255
Sovarnum Capital
New York
$5.87M -$7.57M -207,000 -56%
ACM
256
Avalon Capital Management
California
$5.82M +$91.1K +2,489 +2%
ATPW
257
Ashton Thomas Private Wealth
Arizona
$5.79M +$511K +13,965 +10%
OR
258
Olympiad Research
Connecticut
$5.74M +$3.13M +85,552 +121%
IWM
259
IHT Wealth Management
Illinois
$5.71M +$2.8M +76,429 +96%
AIA
260
Arrow Investment Advisors
Maryland
$5.67M +$4.5K +123 +0.1%
HI
261
Harbour Investments
Wisconsin
$5.67M -$257K -7,015 -4%
GM
262
GeoWealth Management
Illinois
$5.66M -$2.06M -56,279 -27%
WB
263
Webster Bank
Connecticut
$5.66M +$294K +8,033 +5%
AWM
264
Accurate Wealth Management
Florida
$5.66M +$5.64M +154,202 New
LFPWM
265
Leicht Financial Planning & Wealth Management
New Jersey
$5.63M +$7.61K +208 +0.1%
RT
266
Rockland Trust
Massachusetts
$5.63M -$131K -3,579 -2%
BMCM
267
Black Maple Capital Management
Wisconsin
$5.54M -$468K -12,800 -8%
HNB
268
Huntington National Bank
Ohio
$5.54M +$4.04M +110,357 New
CCM
269
Cribstone Capital Management
Maine
$5.51M +$150K +4,094 +3%
SCP
270
Silverleafe Capital Partners
Tennessee
$5.51M -$377K -10,307 -6%
Verition Fund Management
271
Verition Fund Management
Connecticut
$5.5M +$5.49M +150,000 New
BPC
272
Banque Pictet & Cie
Switzerland
$5.49M -$476K -13,007 -8%
DCM
273
Dimension Capital Management
Florida
$5.38M -$83.3K -2,277 -2%
MA
274
Modus Advisors
Minnesota
$5.37M -$136K -3,711 -2%
WAM
275
WNY Asset Management
New York
$5.35M +$5.09M +139,020 +1,756%

XLF Hedge Fund Activity: Q2 2021 in Review

1,320 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q2 2021, worth a combined $203B — up 667% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XLF positions and 86 closed out — a net gain of 75 holders — while 581 added to existing stakes and 401 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $492M. The largest seller was JP Morgan Chase, cutting an estimated $920M.

  • 1,320 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q2 2021, up from 1,263 in Q1 2021.
  • Funds reported $203B of State Street Financial Select Sector SPDR ETF stock for Q2 2021, up 667% quarter-over-quarter.
  • 161 funds opened new State Street Financial Select Sector SPDR ETF positions in Q2 2021 and 86 closed out, a net change of +75 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q2 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $492M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q2 2021 was JP Morgan Chase, an estimated $920M sold.

Based on aggregated 13F filings for Q2 2021.