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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
CG
701
Colony Group
Massachusetts
$824K +$45.8K +1,252 +6%
EP
702
Eudaimonia Partners
Tennessee
$824K +$98.7K +2,697 +14%
RIA
703
Regal Investment Advisors
Michigan
$824K +$822K +22,469 New
TC
704
Telemus Capital
Michigan
$818K +$110K +3,000 +16%
EFSCE
705
Enterprise Financial Services Corp (EFSC)
Missouri
$816K +$402 +11 +0%
AFA
706
American Financial Advisors
Georgia
$815K +$71.4K +1,952 +10%
CCMD
707
Cypress Capital Management (Delaware)
Delaware
$809K
MPCG
708
Matrix Private Capital Group
New York
$808K +$752K +20,569 +1,425%
MWM
709
Mission Wealth Management
California
$802K +$166K +4,543 +26%
DC
710
Davenport & Co
Virginia
$798K +$15.9K +434 +2%
CCM
711
Covington Capital Management
California
$797K +$48.8K +1,333 +7%
MOS
712
MGO One Seven
Ohio
$789K +$61.2K +1,674 +8%
AWS
713
AJ Wealth Strategies
New York
$788K
SBH
714
Segall Bryant & Hamill
Illinois
$786K -$23.4K -641 -3%
HH
715
Hilltop Holdings
Texas
$785K -$1.46M -39,979 -65%
AFWM
716
AMJ Financial Wealth Management
Virginia
$785K +$782K +21,388 New
AFP
717
Ausdal Financial Partners
Iowa
$784K +$48.1K +1,316 +7%
NGA
718
Naples Global Advisors
Florida
$780K -$4.54K -124 -0.6%
IP
719
Intellectus Partners
California
$779K -$5.05K -138 -0.6%
FNBT
720
FineMark National Bank & Trust
Florida
$772K +$24.9K +680 +3%
CT
721
Caldwell Trust
Florida
$759K -$166K -4,532 -18%
WIA
722
Westbourne Investment Advisors
Maryland
$758K +$64.6K +1,767 +9%
ACP
723
Arcus Capital Partners
Georgia
$757K +$134K +3,675 +22%
BCA
724
Biltmore Capital Advisors
New Jersey
$754K +$173K +4,726 +30%
RIA
725
RPG Investment Advisory
California
$752K -$96.1K -2,626 -11%

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.