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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
MHS
651
M Holdings Securities
Oregon
$1.04M +$277K +7,575 +37%
MIG
652
McGuire Investment Group
Rhode Island
$1.03M +$21.8K +597 +2%
BCM
653
Boltwood Capital Management
California
$1.02M +$32K +875 +3%
CIAS
654
Capital Investment Advisory Services
North Carolina
$1.02M +$269K +7,356 +36%
CCA
655
Clearwater Capital Advisors
Illinois
$1.02M +$146 +4 +0%
BSP
656
Benefit Street Partners
New York
$1.01M +$1.01M +27,650 New
VLC
657
Van Leeuwen & Company
New Jersey
$1.01M
CASB
658
Cape Ann Savings Bank
Massachusetts
$1.01M -$26.9K -736 -3%
BCA
659
Bay Colony Advisors
Massachusetts
$1.01M +$98.8K +2,701 +11%
MAFM
660
Mid Atlantic Financial Management
Pennsylvania
$989K +$2.12K +58 +0.2%
RDWM
661
Red Door Wealth Management
Tennessee
$988K +$985K +26,935 New
LWM
662
Lyell Wealth Management
California
$982K +$75.1K +2,053 +8%
OIA
663
OneDigital Investment Advisors
Kansas
$980K +$24.4K +666 +3%
CFA
664
Carroll Financial Associates
North Carolina
$977K -$100K -2,738 -9%
NL
665
NWAM LLC
Washington
$974K +$971K +26,542 New
AWM
666
Altium Wealth Management
New York
$972K
CFG
667
Citizens Financial Group
Rhode Island
$971K +$968K +26,475 New
OIA
668
Optimum Investment Advisors
Illinois
$969K -$65.8K -1,800 -6%
SWM
669
SeaCrest Wealth Management
New York
$964K +$114K +3,123 +13%
LCG
670
Luxor Capital Group
New York
$963K -$28.5M -779,224 -97%
CRCM
671
Corbett Road Capital Management
Virginia
$958K +$29K +793 +3%
DBRC
672
D.B. Root & Company
Pennsylvania
$949K +$10.6K +289 +1%
TWM
673
Tradition Wealth Management
Minnesota
$945K +$12.8K +351 +1%
HFA
674
High Falls Advisors
New York
$943K +$11.2K +306 +1%
3LCM
675
3D/L Capital Management
Connecticut
$931K +$43.7K +1,195 +5%

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.