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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
PFS
401
Prospera Financial Services
Texas
$2.84M -$476 -13 -0%
LWAC
402
Laurel Wealth Advisors (California)
California
$2.82M -$208K -5,678 -7%
CC
403
Corsicana & Co
Texas
$2.8M +$2.79M +76,378 New
BCM
404
Barometer Capital Management
Ontario, Canada
$2.79M +$1.05M +28,800 +61%
DWA
405
Dorsey Wright & Associates
California
$2.79M +$459K +12,559 +20%
Man Group
406
Man Group
United Kingdom
$2.75M -$112K -3,060 -4%
NA
407
NewEdge Advisors
Louisiana
$2.74M -$241K -6,576 -8%
MCM
408
MAI Capital Management
Ohio
$2.73M +$585K +15,981 +27%
AFM
409
Abbot Financial Management
Massachusetts
$2.73M +$41.8K +1,144 +2%
GWM
410
Greenwich Wealth Management
Connecticut
$2.66M -$13.6K -371 -0.5%
MFW
411
Meristem Family Wealth
Minnesota
$2.66M -$91.5K -2,500 -3%
IA
412
IFG Advisory
Georgia
$2.66M +$277K +7,566 +12%
FPCM
413
Financial Partners Capital Management
New York
$2.64M -$14.6K -400 -0.6%
Federated Hermes
414
Federated Hermes
Pennsylvania
$2.64M +$1.02M +28,000 +64%
BO
415
BRR OpCo
Ohio
$2.64M -$387K -10,577 -13%
JGC
416
J. Goldman & Co
New York
$2.63M +$95.4K +2,607 +4%
TPWA
417
TRUE Private Wealth Advisors
Oregon
$2.63M -$885K -24,185 -25%
B
418
Barings
North Carolina
$2.63M +$2.08M +56,826 +382%
UBS AM
419
UBS AM
Illinois
$2.63M +$2.62M +71,634 New
FNBOH
420
First National Bank of Hutchinson
Kansas
$2.62M
OIM
421
Orca Investment Management
Oregon
$2.58M +$22.6K +619 +0.9%
CAL
422
Capital Advisors Ltd
Ohio
$2.58M -$25K -683 -1%
KeyBank National Association
423
KeyBank National Association
Ohio
$2.57M +$156K +4,252 +6%
WWM
424
Western Wealth Management
Colorado
$2.56M +$920K +25,157 +56%
CPA
425
Court Place Advisors
Maryland
$2.56M -$64K -1,750 -2%

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.