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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
PAG
676
Private Advisory Group
Washington
$929K +$926K +25,316 New
WB
677
WesBanco Bank
West Virginia
$924K -$8.01K -219 -0.9%
JSAM
678
J. Safra Asset Management
New York
$920K -$299K -8,172 -20%
EMG
679
Ellington Management Group
Connecticut
$917K +$915K +25,000 New
9WM
680
9258 Wealth Management
Ohio
$912K +$79.2K +2,165 +10%
SCM
681
Schnieders Capital Management
California
$906K +$12.8K +350 +1%
LIM
682
Loudon Investment Management
New Hampshire
$896K +$100K +2,741 +13%
GEA
683
Glen Eagle Advisors
New Jersey
$896K +$452K +12,365 +103%
TP
684
Tranquility Partners
Tennessee
$886K +$17.9K +490 +2%
JCM
685
Jacobi Capital Management
Pennsylvania
$881K +$78.8K +2,154 +10%
QT
686
Quantbot Technologies
New York
$873K +$871K +23,803 New
SCM
687
Sterneck Capital Management
Missouri
$870K -$45.5K -1,243 -5%
FFA
688
First Foundation Advisors
California
$868K
CCM
689
Chilton Capital Management
Texas
$867K -$9.69K -265 -1%
FFA
690
Founders Financial Alliance
North Carolina
$867K +$53.8K +1,472 +7%
KFP
691
KMG Fiduciary Partners
Ohio
$866K +$136K +3,728 +19%
MSAM
692
Moloney Securities Asset Management
Missouri
$865K +$37.9K +1,035 +5%
HCIA
693
Hochman Cole Investment Advisors
Illinois
$864K -$50.7K -1,386 -6%
FBFS
694
First Business Financial Services
Wisconsin
$862K
CA
695
Calton & Associates
Florida
$858K -$12.9K -354 -1%
Nomura Asset Management
696
Nomura Asset Management
Japan
$858K +$378K +10,320 +79%
MWM
697
Merriman Wealth Management
Washington
$839K +$837K +22,869 New
FFS
698
Founders Financial Securities
Maryland
$833K +$830K +22,702 New
AF
699
Advisornet Financial
Minnesota
$831K +$98.8K +2,700 +14%
LP
700
LGL Partners
Pennsylvania
$828K -$2.49K -68 -0.3%

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.