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State Street Financial Select Sector SPDR ETF

1,262 hedge funds and large institutions have $26.5B invested in State Street Financial Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 563 increasing their positions, 310 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 77

82% more repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 310

65% more funds holding in top 10

Funds holding in top 10: 5184 (+33)

53% more capital invested

Capital invested by funds: $17.3B → $26.5B (+$9.14B)

13% more funds holding

Funds holding: 1,1151,262 (+147)

0.44% less ownership

Funds ownership: 70.24%69.8% (-0.44%)

19% less call options, than puts

Call options by funds: $5.66B | Put options by funds: $6.97B

Holders
1,262
Holders Change
+147
Holders Change %
+13.18%
% of All Funds
22.16%
Holding in Top 10
84
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+64.71%
% of All Funds
1.47%
New
239
Increased
563
Reduced
310
Closed
77
Calls
$5.66B
Puts
$6.97B
Net Calls
-$1.3B
Net Calls Change
+$846M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
351
Waldron Private Wealth
Pennsylvania
$3.1M +$4.95K +154 +0.2%
KWM
352
Kingsview Wealth Management
Oregon
$3.1M +$2.89M +89,870 New
EIP
353
Ellis Investment Partners
Pennsylvania
$3.08M +$1.38M +42,974 +91%
Kovitz Investment Group Partners
354
Kovitz Investment Group Partners
Illinois
$3.06M +$5.3K +165 +0.2%
DS
355
DRW Securities
Illinois
$3.04M +$2.61M +81,410 +1,043%
PCM
356
Poehling Capital Management
Wisconsin
$3.01M +$130K +4,058 +5%
SAM
357
Synergy Asset Management
Washington
$2.99M +$2.82M +87,922 New
SFS
358
Sowell Financial Services
Arkansas
$2.99M +$229K +7,128 +10%
ACP
359
Aveo Capital Partners
Colorado
$2.96M +$1.67M +51,869 +148%
GVAG
360
Great Valley Advisor Group
Delaware
$2.95M +$585K +18,199 +27%
RJT
361
Raymond James Trust
Florida
$2.95M +$65.5K +2,040 +2%
AWM
362
Atticus Wealth Management
Florida
$2.9M -$614K -19,111 -18%
RBA
363
Richard Bernstein Advisors
New York
$2.89M +$124K +3,876 +5%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.85M +$137K +4,277 +5%
MWM
365
Meridian Wealth Management
Kentucky
$2.84M +$854K +26,602 +47%
QA
366
Quantitative Advantage
Minnesota
$2.84M +$226K +7,038 +9%
LWAC
367
Laurel Wealth Advisors (California)
California
$2.81M -$1.16M -36,014 -30%
BO
368
BRR OpCo
Ohio
$2.81M -$77.2K -2,404 -3%
VWA
369
V Wealth Advisors
Kansas
$2.78M +$2.62M +81,593 New
NA
370
NewEdge Advisors
Louisiana
$2.77M +$69.5K +2,165 +3%
JWCA
371
J.W. Cole Advisors
Florida
$2.77M +$1.6M +49,830 +159%
CAS
372
Cascadia Advisory Services
Oregon
$2.75M +$2.59M +80,788 New
SB
373
Simmons Bank
Arkansas
$2.75M -$20.4K -635 -0.8%
MAM
374
Marquette Asset Management
Minnesota
$2.75M
VAS
375
Valicenti Advisory Services
New York
$2.75M +$214K +6,670 +9%

XLF Hedge Fund Activity: Q1 2021 in Review

1,262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2021, worth a combined $26.5B — up 53% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new XLF positions and 77 closed out — a net gain of 162 holders — while 563 added to existing stakes and 310 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.45B. The largest seller was Prudential plc, cutting an estimated $543M.

  • 1,262 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2021, up from 1,115 in Q4 2020.
  • Funds reported $26.5B of State Street Financial Select Sector SPDR ETF stock for Q1 2021, up 53% quarter-over-quarter.
  • 239 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2021 and 77 closed out, a net change of +162 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2021 was Wells Fargo, an estimated $1.45B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2021 was Prudential plc, an estimated $543M sold.

Based on aggregated 13F filings for Q1 2021.