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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
MA
501
Montag & Associates
Georgia
$1.53M +$311K +9,670 +27%
PG
502
Proffitt & Goodson
Tennessee
$1.53M -$23.3K -726 -2%
HNB
503
Huntington National Bank
Ohio
$1.52M
WWM
504
Western Wealth Management
Colorado
$1.52M +$348K +10,831 +32%
AIC
505
Ameritas Investment Company
Nebraska
$1.51M -$288K -8,952 -17%
PFA
506
Peak Financial Advisors
Colorado
$1.5M +$1.42M +44,192 New
SCA
507
Snowden Capital Advisors
New York
$1.5M +$28.4K +884 +2%
Federated Hermes
508
Federated Hermes
Pennsylvania
$1.5M +$1.41M +44,000 New
CRC
509
Curi RMB Capital
Illinois
$1.5M +$815K +25,362 +136%
CFSG
510
Clark Financial Services Group
Missouri
$1.49M +$1.4M +43,632 New
GSWM
511
Golden State Wealth Management
California
$1.48M -$51.4K -1,599 -4%
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$51.2K +1,593 +4%
CAM
513
Concorde Asset Management
Michigan
$1.48M +$1.39M +43,307 New
CWA
514
Clarity Wealth Advisors
California
$1.46M +$52K +1,618 +4%
EWM
515
Endurance Wealth Management
Rhode Island
$1.46M +$69.4K +2,161 +5%
ABC
516
Associated Banc-Corp
Wisconsin
$1.46M +$207K +6,451 +10%
KCM
517
Kanawha Capital Management
Virginia
$1.46M -$1.9K -59 -0.1%
CCT
518
Country Club Trust
Missouri
$1.46M -$68.7K -2,140 -5%
Bank Julius Baer & Co
519
Bank Julius Baer & Co
Switzerland
$1.45M -$133K -4,152 -9%
PT
520
Plimoth Trust
Massachusetts
$1.45M -$153K -4,777 -10%
LWM
521
Lionsbridge Wealth Management
Florida
$1.45M +$1.36M +42,448 New
HAS
522
HBW Advisory Services
California
$1.44M +$432K +13,445 +47%
RIA
523
Realta Investment Advisors
Delaware
$1.44M +$37.6K +1,171 +3%
DY
524
Dowling & Yahnke
California
$1.44M -$5.88K -183 -0.4%
Qube Research & Technologies (QRT)
525
Qube Research & Technologies (QRT)
United Kingdom
$1.43M +$1.35M +41,939 New

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.