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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
BCA
651
Bay Colony Advisors
Massachusetts
$842K +$163K +5,081 +26%
LWM
652
Lyell Wealth Management
California
$841K +$195K +6,077 +33%
TA
653
TruWealth Advisors
Louisiana
$834K -$165K -5,122 -17%
SCM
654
Schnieders Capital Management
California
$829K +$78.7K +2,450 +11%
H
655
HoyleCohen
California
$825K +$77.7K +2,420 +11%
3LCM
656
3D/L Capital Management
Connecticut
$823K +$80.2K +2,496 +12%
VAM
657
Verity Asset Management
North Carolina
$816K +$770K +23,964 New
CCM
658
Chilton Capital Management
Texas
$813K +$8.8K +274 +1%
BCV
659
Banque Cantonale Vaudoise
Switzerland
$809K +$622K +19,352 +440%
LFF
660
Level Four Financial
Texas
$808K -$253K -7,880 -25%
CA
661
Calton & Associates
Florida
$808K -$129K -4,026 -15%
FFA
662
First Foundation Advisors
California
$805K -$61.6K -1,919 -8%
TP
663
Tranquility Partners
Tennessee
$805K
FFA
664
Founders Financial Alliance
North Carolina
$804K +$27.2K +848 +4%
EW
665
Evoke Wealth
California
$804K +$113K +3,533 +18%
FBFS
666
First Business Financial Services
Wisconsin
$800K -$1.86K -58 -0.2%
GSEP
667
Golden State Equity Partners
California
$795K -$60.8K -1,892 -7%
SS
668
Sunbelt Securities
Texas
$794K +$192K +5,962 +34%
NEWAS
669
N.E.W. Advisory Services
Wisconsin
$792K -$102K -3,185 -12%
BAM
670
Blueshift Asset Management
New Jersey
$790K +$745K +23,193 New
RIA
671
RPG Investment Advisory
California
$788K +$5.72K +178 +0.8%
SWM
672
SeaCrest Wealth Management
New York
$788K +$8.67K +270 +1%
SS
673
Simplicity Solutions
Minnesota
$786K -$13.6M -422,903 -95%
AI
674
AXS Investments
New York
$773K +$729K +22,700 New
9WM
675
9258 Wealth Management
Ohio
$772K -$32.1K -999 -4%

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.