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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
IFS
751
Ifrah Financial Services
Arkansas
$683K +$681K +18,611 New
FFN
752
Focus Financial Network
Minnesota
$680K +$41.5K +1,135 +7%
HA
753
Harborview Advisors
Maine
$675K +$56.7K +1,550 +9%
GIM
754
Goelzer Investment Management
Indiana
$674K -$9.47K -259 -1%
BJL
755
Brighton Jones LLC
Washington
$672K +$26.1K +713 +4%
TA
756
TruWealth Advisors
Louisiana
$660K -$237K -6,486 -26%
BCM
757
Bourgeon Capital Management
Connecticut
$652K
EWM
758
Executive Wealth Management
Michigan
$652K +$315K +8,613 +94%
VA
759
Valmark Advisers
Ohio
$650K +$208K +5,693 +47%
SIM
760
Sterling Investment Management
Arizona
$644K -$11.9K -326 -2%
HWA
761
Hillcrest Wealth Advisors
New Jersey
$644K +$148K +4,050 +30%
BCP
762
Berkeley Capital Partners
Georgia
$643K -$347K -9,487 -35%
EVM
763
Eaton Vance Management
Massachusetts
$638K -$84.6K -2,314 -12%
GBT
764
Grove Bank & Trust
Florida
$638K
Simplex Trading
765
Simplex Trading
Illinois
$638K +$637K +17,401 New
GP
766
Girard Partners
Pennsylvania
$638K +$637K +17,406 New
AWM
767
Avitas Wealth Management
California
$636K +$8.16K +223 +1%
BIG
768
Boothe Investment Group
Delaware
$632K -$5.71K -156 -0.9%
NFC
769
Northeast Financial Consultants
Connecticut
$629K
PCM
770
Pinz Capital Management
New York
$627K +$626K +17,100 New
PHS
771
Pekin Hardy Strauss
Illinois
$626K
XWM
772
Xcel Wealth Management
Florida
$625K +$11.4K +313 +2%
WT
773
Whittier Trust
California
$623K +$1.43K +39 +0.2%
AW
774
ACG Wealth
Georgia
$621K +$217K +5,921 +54%
OWA
775
Octavia Wealth Advisors
Ohio
$620K -$17.9K -489 -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.