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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
TW
451
Transform Wealth
Colorado
$2.31M +$1.73M +47,254 +300%
CWG
452
Cornerstone Wealth Group
North Carolina
$2.3M +$143K +3,912 +6%
Brown Advisory
453
Brown Advisory
Maryland
$2.3M -$411K -11,243 -15%
HCMG
454
Howard Capital Management Group
California
$2.29M -$4.27M -116,728 -65%
BCA
455
Bray Capital Advisors
Florida
$2.29M -$129K -3,540 -5%
CT
456
Coastline Trust
Rhode Island
$2.27M +$10.6K +290 +0.5%
CIP
457
Capital Insight Partners
Arizona
$2.27M -$103K -2,802 -4%
VFA
458
Valeo Financial Advisors
Indiana
$2.24M -$7.5K -205 -0.3%
WTC
459
WhitTier Trust Company
Nevada
$2.24M +$33.9K +928 +2%
RBC
460
Rye Brook Capital
Connecticut
$2.24M +$915K +25,000 +69%
BCM
461
Bayesian Capital Management
New York
$2.22M +$2.21M +60,500 New
WAS
462
Wealth Advisory Solutions
Indiana
$2.21M +$20.9K +571 +1%
OCPWS
463
One Charles Private Wealth Services
Massachusetts
$2.2M +$1.52M +41,481 +224%
GA
464
GFS Advisors
Texas
$2.19M
SCA
465
Snowden Capital Advisors
New York
$2.16M +$541K +14,792 +34%
RFC
466
Regions Financial Corp
Alabama
$2.12M +$202K +5,532 +11%
CW
467
CreativeOne Wealth
Kansas
$2.11M +$253K +6,925 +14%
LBD
468
Landsberg Bennett & Dubbaneh
Florida
$2.11M +$2.11M +57,753 New
HH
469
HWG Holdings
Texas
$2.1M -$701K -19,172 -25%
LWM
470
Loveless Wealth Management
Montana
$2.09M +$159K +4,334 +8%
BCFS
471
Butensky & Cohen Financial Security
Florida
$2.08M -$27K -739 -1%
CRC
472
Curi RMB Capital
Illinois
$2.08M +$467K +12,775 +29%
FT
473
Fiduciary Trust
Massachusetts
$2.08M -$1.13K -31 -0.1%
KPWS
474
Kestra Private Wealth Services
Texas
$2.07M -$53.9K -1,473 -3%
SW
475
SVB Wealth
Massachusetts
$2.07M +$280K +7,654 +16%

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.