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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
RWB
601
RMR Wealth Builders
New Jersey
$1.25M -$4.5K -123 -0.4%
AWM
602
Apollon Wealth Management
South Carolina
$1.25M +$139K +3,803 +13%
WANY
603
Wealthspire Advisors (New York)
New York
$1.22M -$561K -15,343 -32%
PFA
604
Plotkin Financial Advisors
Maryland
$1.22M +$1.21M +33,150 New
NFSG
605
Newbridge Financial Services Group
Florida
$1.21M +$275K +7,515 +29%
MC
606
Moors & Cabot
Massachusetts
$1.19M -$65.8K -1,800 -5%
FHB
607
First Hawaiian Bank
Hawaii
$1.19M +$182K +4,975 +18%
CS
608
Capital Square
Tennessee
$1.19M -$109K -2,966 -8%
NB
609
NBT Bank
New York
$1.19M -$53.4K -1,460 -4%
WP
610
WealthShield Partners
North Carolina
$1.18M +$609K +16,640 +106%
JGIA
611
Jackson Grant Investment Advisers
Connecticut
$1.18M +$3.37K +92 +0.3%
AF
612
Arrow Financial
New York
$1.18M -$239K -6,538 -17%
CFB
613
Cullen/Frost Bankers
Texas
$1.17M -$305K -8,331 -21%
MSS
614
Mitchell Sinkler & Starr
Pennsylvania
$1.17M +$15.7K +430 +1%
GIA
615
Gladstone Institutional Advisory
Florida
$1.16M +$461K +12,598 +66%
DIP
616
DT Investment Partners
Pennsylvania
$1.16M
PA
617
PFG Advisors
Arizona
$1.16M +$67.1K +1,833 +6%
FA
618
Fagan Associates
New York
$1.15M +$367K +10,045 +47%
FI
619
Financial Insights
Washington
$1.14M +$113K +3,100 New
BKA
620
Brick & Kyle Associates
Pennsylvania
$1.13M +$14.7K +402 +1%
AF
621
Allworth Financial
California
$1.12M +$24.9K +682 +2%
SFG
622
Sowa Financial Group
Rhode Island
$1.12M +$158K +4,307 +16%
CCA
623
Childress Capital Advisors
Texas
$1.11M -$753K -20,578 -40%
PPP
624
Private Portfolio Partners
New Jersey
$1.11M -$169K -4,618 -13%
MIM
625
MTM Investment Management
South Carolina
$1.11M +$146 +4 +0%

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.