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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
OCPWS
726
One Charles Private Wealth Services
Massachusetts
$632K +$348K +10,833 +140%
IIM
727
InTrack Investment Management
Vermont
$626K +$49K +1,525 +9%
SAMT
728
Select Asset Management & Trust
Pennsylvania
$625K -$3.79K -118 -0.6%
SIM
729
Sterling Investment Management
Arizona
$609K -$35.4K -1,101 -6%
PCP
730
Proficio Capital Partners
Massachusetts
$606K +$571K +17,790 New
BCM
731
Bourgeon Capital Management
Connecticut
$605K -$24.1K -750 -4%
SDAM
732
Shulman DeMeo Asset Management
New York
$600K -$24.3K -756 -4%
BJL
733
Brighton Jones LLC
Washington
$599K -$257 -8 -0%
FB
734
First Bancorp
Maine
$596K +$562K +17,510 New
FFN
735
Focus Financial Network
Minnesota
$592K -$5.42M -168,744 -91%
TCOO
736
Trust Company of Oklahoma
Oklahoma
$592K +$25K +779 +5%
GBT
737
Grove Bank & Trust
Florida
$592K
OWA
738
Octavia Wealth Advisors
Ohio
$592K +$12.3K +382 +2%
Chevy Chase Trust
739
Chevy Chase Trust
Maryland
$590K +$47.7K +1,486 +9%
MWM
740
Mission Wealth Management
California
$590K +$68.6K +2,137 +14%
BFM
741
Boothbay Fund Management
New York
$589K +$556K +17,300 New
BIG
742
Boothe Investment Group
Delaware
$587K +$554K +17,244 New
NFC
743
Northeast Financial Consultants
Connecticut
$584K
AWM
744
Avitas Wealth Management
California
$583K -$155K -4,835 -22%
PHS
745
Pekin Hardy Strauss
Illinois
$581K +$548K +17,060 New
ACP
746
Arcus Capital Partners
Georgia
$578K +$259K +8,076 +91%
WT
747
Whittier Trust
California
$577K -$13K -404 -2%
HA
748
Harborview Advisors
Maine
$574K +$86.7K +2,700 +19%
BFO
749
Biltmore Family Office
North Carolina
$570K -$172K -5,368 -24%
XWM
750
Xcel Wealth Management
Florida
$569K +$17.6K +547 +3%

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.