We are live on ! Find out more
XLF icon

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
Legacy Financial Group (Iowa)
551
Legacy Financial Group (Iowa)
Iowa
$1.5M +$1.5M +40,989 New
FFM
552
Fullerton Fund Management
Singapore
$1.5M +$1.5M +40,964 New
BRWM
553
B. Riley Wealth Management
Tennessee
$1.49M +$137K +3,754 +10%
DLCIG
554
D.L. Carlson Investment Group
New Hampshire
$1.48M +$363K +9,923 +33%
Point72 Asset Management
555
Point72 Asset Management
Connecticut
$1.47M -$3.58M -98,000 -71%
CS
556
Comerica Securities
Michigan
$1.46M +$16.4K +449 +1%
TI
557
tru Independence
Oregon
$1.46M -$489K -13,369 -25%
MAM
558
MMA Asset Management
Pennsylvania
$1.46M
SCM
559
SOL Capital Management
Maryland
$1.45M +$4.13K +113 +0.3%
PCS
560
Personal CFO Solutions
New Jersey
$1.45M +$171K +4,683 +13%
CWM
561
Centric Wealth Management
Illinois
$1.44M -$717K -19,601 -33%
G
562
GenTrust
Florida
$1.43M +$1.3M +35,555 +1,070%
WI
563
Wintrust Investments
Illinois
$1.42M -$19.2K -526 -1%
FNT
564
First National Trust
Pennsylvania
$1.41M +$376K +10,275 +36%
WWM
565
WT Wealth Management
Arizona
$1.41M +$631K +17,249 +81%
GWM
566
Geneos Wealth Management
Colorado
$1.41M -$304K -8,315 -18%
GFPC
567
Global Financial Private Client
Florida
$1.4M +$604K +16,498 +77%
Toronto Dominion Bank
568
Toronto Dominion Bank
Ontario, Canada
$1.39M +$92.6K +2,532 +7%
PA
569
Pinnacle Associates
New York
$1.39M +$38.6K +1,054 +3%
FIA
570
Foundations Investment Advisors
Arizona
$1.39M +$825K +22,550 +149%
PFA
571
Pettinga Financial Advisors
Indiana
$1.38M +$169K +4,622 +14%
SP
572
Successful Portfolios
Florida
$1.37M -$695 -19 -0.1%
CWM
573
CIBC World Markets
New York
$1.37M -$14.7M -402,785 -92%
SC
574
Solstein Capital
California
$1.36M +$915K +25,023 +205%
WJWM
575
Williams Jones Wealth Management
New York
$1.36M +$127K +3,477 +10%

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.