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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
IUHSA
576
Itau Unibanco Holding S.A.
Brazil
$1.15M -$473K -14,732 -30%
WJWM
577
Williams Jones Wealth Management
New York
$1.15M -$9.28K -289 -0.9%
SAM
578
SP Asset Management
California
$1.13M +$27.8K +865 +3%
SFM
579
Signet Financial Management
New Jersey
$1.13M +$61.5K +1,914 +6%
PFA
580
Pettinga Financial Advisors
Indiana
$1.13M +$121K +3,758 +13%
CL
581
CSS LLC
Illinois
$1.12M +$96.4K +3,000 +10%
6M
582
6 Meridian
Kansas
$1.12M -$280K -8,707 -21%
PCA
583
Personal Capital Advisors
California
$1.1M +$8.38K +261 +0.8%
ISL
584
Ingalls & Snyder LLC
New York
$1.1M -$34.4K -1,070 -3%
BA
585
Ballew Advisors
Mississippi
$1.1M +$517K +16,089 +103%
JGIA
586
Jackson Grant Investment Advisers
Connecticut
$1.09M +$3.31K +103 +0.3%
Franklin Resources
587
Franklin Resources
California
$1.08M +$56.6K +1,763 +6%
KCM
588
Kennicott Capital Management
California
$1.08M +$1.02M +31,605 New
CWA
589
Clarus Wealth Advisors
Arizona
$1.07M -$61.4K -1,910 -6%
DIP
590
DT Investment Partners
Pennsylvania
$1.07M
MSS
591
Mitchell Sinkler & Starr
Pennsylvania
$1.07M +$736K +22,900 +271%
MW
592
Marcum Wealth
Ohio
$1.06M +$1M +31,145 New
BKA
593
Brick & Kyle Associates
Pennsylvania
$1.04M +$4.18K +130 +0.4%
DLCIG
594
D.L. Carlson Investment Group
New Hampshire
$1.03M +$205K +6,391 +27%
MIM
595
MTM Investment Management
South Carolina
$1.03M +$17.6K +547 +2%
AWM
596
Apollon Wealth Management
South Carolina
$1.03M +$179K +5,570 +23%
EWM
597
EPG Wealth Management
Georgia
$1.03M +$94.9K +2,955 +11%
GRP
598
Global Retirement Partners
California
$1.02M +$666K +20,748 +222%
GCP
599
GSA Capital Partners
United Kingdom
$1.02M -$767K -23,892 -44%
PNAA
600
Pictet North America Advisors
Switzerland
$1.02M

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.