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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
EFS
726
Essex Financial Services
Connecticut
$752K
HSA
727
HBK Sorce Advisory
Pennsylvania
$750K +$50.4K +1,379 +7%
LAM
728
L2 Asset Management
Massachusetts
$749K +$747K +20,424 New
FHA
729
First Horizon Advisors
Tennessee
$740K +$54.9K +1,501 +8%
C
730
Chescapmanager
Maryland
$734K +$732K +20,000 New
TPCW
731
TD Private Client Wealth
New York
$731K +$153K +4,171 +26%
FPW
732
Flagship Private Wealth
Massachusetts
$727K +$146K +3,981 +25%
SCM
733
Symons Capital Management
Pennsylvania
$717K -$14.2K -389 -2%
FTA
734
Financial & Tax Architects
Missouri
$714K +$105K +2,878 +17%
PAM
735
Private Asset Management
California
$714K -$40.4K -1,105 -5%
PFPT
736
Pinnacle Financial Partners (Tennessee)
Tennessee
$714K +$288K +7,868 +68%
PWA
737
Pinnacle Wealth Advisors
Tennessee
$714K +$712K +19,451 New
WCM
738
WealthBridge Capital Management
Ohio
$713K +$224K +6,116 +46%
KLCM
739
KG&L Capital Management
Louisiana
$709K +$14.1K +385 +2%
LNWWM
740
Laird Norton Wetherby Wealth Management
California
$708K +$464K +12,690 +192%
PA
741
Parallel Advisors
California
$706K +$199K +5,445 +39%
IIM
742
InTrack Investment Management
Vermont
$704K +$36.6K +1,000 +5%
GEM
743
Global Endowment Management
North Carolina
$698K
CIM
744
Contravisory Investment Management
Massachusetts
$694K +$137K +3,747 +25%
TNB
745
Thomasville National Bank
Georgia
$693K +$22.4K +611 +3%
HCP
746
Hexagon Capital Partners
Arkansas
$692K +$123K +3,362 +22%
SWA
747
SOA Wealth Advisors
New York
$691K -$21.7K -593 -3%
Chevy Chase Trust
748
Chevy Chase Trust
Maryland
$691K +$54.7K +1,495 +9%
VFG
749
V2 Financial group
Illinois
$690K -$17.7K -484 -3%
CF
750
Centaurus Financial
California
$690K +$81.1K +2,217 +13%

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.