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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
LWM
326
Laidlaw Wealth Management
New York
$4.06M +$1.36M +37,303 +51%
GL
327
Graypoint LLC
New York
$4.05M +$236K +6,441 +6%
GLA
328
Great Lakes Advisors
Illinois
$4.05M -$14.1K -385 -0.3%
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$4.05M +$53.3K +1,456 +1%
SWM
330
Sanctuary Wealth Management
Idaho
$4.01M +$4M +109,314 New
TF
331
TIAA FSB
Florida
$4M -$36.5K -997 -0.9%
FMC
332
First Merchants Corp
Indiana
$3.98M +$91.4K +2,499 +2%
FCI
333
Financial Counselors Inc
Kansas
$3.98M -$204K -5,569 -5%
BAM
334
Brave Asset Management
New Jersey
$3.97M +$28.6K +783 +0.7%
HCM
335
HM Capital Management
Missouri
$3.93M +$93.2K +2,547 +2%
TCM
336
Triumph Capital Management
Colorado
$3.92M +$3.93M +107,308 New
WP
337
WealthPLAN Partners
Nebraska
$3.88M +$153K +4,174 +4%
WCA
338
Windsor Creek Advisors
Vermont
$3.87M +$1.06M +28,908 +38%
SAM
339
Stringer Asset Management
Tennessee
$3.87M -$1.31M -35,854 -25%
WBG
340
Wharton Business Group
Pennsylvania
$3.83M +$485K +13,260 +15%
SCM
341
Southport Capital Management
Tennessee
$3.82M -$256K -7,000 -6%
RBA
342
Richard Bernstein Advisors
New York
$3.82M +$697K +19,052 +22%
CTC
343
Central Trust Company
Missouri
$3.77M -$17.7K -484 -0.5%
SFA
344
Sequoia Financial Advisors
Ohio
$3.73M +$964K +26,365 +35%
Fidelity International
345
Fidelity International
Bermuda
$3.68M -$107K -2,920 -3%
TCA
346
Taconic Capital Advisors
New York
$3.67M
JIC
347
Joel Isaacson & Co
New York
$3.67M +$1.24M +33,762 +51%
TC
348
Trust Company
Kansas
$3.66M -$404K -11,032 -10%
BRG
349
Bay Rivers Group
Virginia
$3.65M +$10.5K +287 +0.3%
KWM
350
Kingsview Wealth Management
Oregon
$3.62M +$290K +7,925 +9%

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.