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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
FWCM
426
Ferguson Wellman Capital Management
Oregon
$2.25M -$1.48M -45,945 -41%
JIC
427
Joel Isaacson & Co
New York
$2.25M +$262K +8,161 +14%
MCCP
428
Mission Creek Capital Partners
California
$2.24M +$126K +3,931 +6%
BCA
429
Bray Capital Advisors
Florida
$2.24M +$190K +5,916 +10%
KeyBank National Association
430
KeyBank National Association
Ohio
$2.24M -$67K -2,085 -3%
IA
431
IFG Advisory
Georgia
$2.21M +$26.1K +811 +1%
CIP
432
Capital Insight Partners
Arizona
$2.2M -$2.09K -65 -0.1%
PWP
433
Principle Wealth Partners
Connecticut
$2.18M +$14.5K +452 +0.7%
CH
434
Canton Hathaway
Rhode Island
$2.18M +$305K +9,496 +17%
CWG
435
Cornerstone Wealth Group
North Carolina
$2.16M +$1.98M +61,507 New
GM
436
Granger Management
New York
$2.15M +$213K +6,644 +12%
NFG
437
Nations Financial Group
Iowa
$2.14M +$1.45M +45,296 +258%
Fisher Asset Management
438
Fisher Asset Management
Washington
$2.13M +$230K +7,161 +13%
SSG
439
Summit Securities Group
New York
$2.11M -$4.28M -133,200 -68%
CT
440
Coastline Trust
Rhode Island
$2.1M +$18.5K +575 +0.9%
HH
441
Hilltop Holdings
Texas
$2.09M -$6.57M -204,599 -77%
VFA
442
Valeo Financial Advisors
Indiana
$2.09M -$21.4K -666 -1%
KFGK
443
Keystone Financial Group (Kentucky)
Kentucky
$2.08M +$210K +6,541 +12%
WTC
444
WhitTier Trust Company
Nevada
$2.05M +$1.68M +52,452 +676%
GA
445
GFS Advisors
Texas
$2.03M +$800K +24,909 +72%
CWM
446
Centric Wealth Management
Illinois
$2.01M +$1.13M +35,079 +147%
Balyasny Asset Management
447
Balyasny Asset Management
Illinois
$2M -$17.8M -552,657 -90%
MCM
448
MAI Capital Management
Ohio
$1.99M +$278K +8,647 +17%
KPWS
449
Kestra Private Wealth Services
Texas
$1.97M -$106K -3,299 -5%
SIA
450
SkyView Investment Advisors
New Jersey
$1.97M +$852K +26,514 +85%

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.