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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
SFG
376
SageGuard Financial Group
Tennessee
$3.15M -$630K -17,222 -17%
EWM
377
EPG Wealth Management
Georgia
$3.14M +$2.03M +55,537 +184%
HT
378
HAP Trading
New York
$3.12M +$3.11M +85,055 New
SB
379
Simmons Bank
Arkansas
$3.11M +$148K +4,049 +5%
AWM
380
Atticus Wealth Management
Florida
$3.11M -$14.3K -391 -0.5%
GPFA
381
Game Plan Financial Advisors
Ohio
$3.1M +$324K +8,846 +12%
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$3.08M +$394K +10,770 +15%
VWA
383
Visionary Wealth Advisors
Illinois
$3.04M +$1.33M +36,247 +78%
RJT
384
Raymond James Trust
Florida
$3.02M -$150K -4,099 -5%
VAS
385
Valicenti Advisory Services
New York
$3.01M +$49.4K +1,350 +2%
DWT
386
Dorsey & Whitney Trust
South Dakota
$2.98M -$699K -19,107 -19%
M&T Bank
387
M&T Bank
New York
$2.98M +$382K +10,439 +15%
GCMG
388
Gyroscope Capital Management Group
Florida
$2.97M +$484K +13,219 +20%
CHC
389
City Holding Co
West Virginia
$2.97M +$19.9K +545 +0.7%
MYIA
390
Mount Yale Investment Advisors
Colorado
$2.97M +$464K +12,692 +19%
MAM
391
Marquette Asset Management
Minnesota
$2.96M
WA
392
WP Advisors
California
$2.95M +$3K +82 +0.1%
DADC
393
D.A. Davidson & Co
Montana
$2.94M +$123K +3,359 +4%
LWANC
394
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.93M +$58.8K +1,608 +2%
BAM
395
Belpointe Asset Management
Nevada
$2.93M +$324K +8,859 +12%
TCB
396
Texas Capital Bancshares
Texas
$2.89M +$1.13M +30,969 +65%
IFWM
397
Institute for Wealth Management
Colorado
$2.87M +$33.7K +921 +1%
NEIRG
398
New England Investment & Retirement Group
Massachusetts
$2.86M +$53.7K +1,468 +2%
CAS
399
Cascadia Advisory Services
Oregon
$2.86M -$107K -2,928 -4%
SIM
400
SSI Investment Management
California
$2.85M +$182K +4,975 +7%

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.