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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
DAS
476
Dynamic Advisor Solutions
Arizona
$2.07M +$115K +3,148 +6%
FAIM
477
Financial Advocates Investment Management
Washington
$2.06M +$102K +2,775 +5%
SJIM
478
St. Johns Investment Management
Florida
$2.04M -$13.9K -379 -0.7%
ETI
479
Enterprise Trust & Investment
California
$2.03M +$640K +17,500 +46%
VR
480
Viridian RIA
Washington
$2.03M
LBC
481
Lowe Brockenbrough & Co
Virginia
$2.02M -$1.1K -30 -0.1%
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$2.01M -$506K -13,842 -20%
CWM
483
Chesapeake Wealth Management
Virginia
$2M +$92.5K +2,529 +5%
PCA
484
Peddock Capital Advisors
Massachusetts
$1.98M +$56.3K +1,538 +3%
GSWM
485
Golden State Wealth Management
California
$1.97M +$377K +10,297 +24%
CCM
486
Ciovacco Capital Management
Georgia
$1.97M -$3.75M -102,527 -66%
SIA
487
SkyView Investment Advisors
New Jersey
$1.97M
GTCM
488
Gyon Technologies Capital Management
New Jersey
$1.96M +$1.24M +33,948 +174%
Fisher Asset Management
489
Fisher Asset Management
Washington
$1.94M -$355K -9,707 -16%
IFG
490
Investors Financial Group
Minnesota
$1.93M +$59.1K +1,615 +3%
GRP
491
Global Retirement Partners
California
$1.92M +$816K +22,294 +74%
PAS
492
Park Avenue Securities
New York
$1.92M +$270K +7,386 +16%
Cerity Partners
493
Cerity Partners
New York
$1.92M +$1.41M +38,611 +283%
IC
494
IEQ Capital
California
$1.9M +$1.89M +51,690 New
FHA
495
Flagship Harbor Advisors
Massachusetts
$1.89M -$157K -4,299 -8%
EPA
496
Element Pointe Advisors
Florida
$1.89M +$1.89M +51,579 New
JIC
497
Johnson Investment Counsel
Ohio
$1.87M +$14.4K +394 +0.8%
SSA
498
Schonfeld Strategic Advisors
New York
$1.81M -$16.9M -463,204 -90%
WCM
499
Windsor Capital Management
Arizona
$1.8M -$53.2K -1,453 -3%
BFG
500
Beacon Financial Group
Texas
$1.8M -$13.5K -368 -0.7%

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.