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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
VVP
776
Venture Visionary Partners
Ohio
$617K -$402K -10,980 -39%
GA
777
Greytown Advisors
Florida
$617K +$29.2K +799 +5%
GFS
778
GYL Financial Synergies
Connecticut
$617K +$40.3K +1,101 +7%
BFO
779
Biltmore Family Office
North Carolina
$614K
AIM
780
Axiom Investment Management
New York
$609K +$582K +15,900 +2,271%
IAMOG
781
Investors Asset Management of Georgia
Georgia
$604K +$47.7K +1,304 +9%
SB
782
Strategic Blueprint
Georgia
$603K +$270K +7,381 +81%
SDAM
783
Shulman DeMeo Asset Management
New York
$602K -$44.6K -1,219 -7%
FWP
784
Falcon Wealth Planning
California
$601K -$329 -9 -0.1%
MGIA
785
Moneta Group Investment Advisors
Missouri
$601K +$15.8K +433 +3%
OFG
786
Oxford Financial Group
Indiana
$596K
ACM
787
Allred Capital Management
Texas
$595K +$42.7K +1,168 +8%
EWA
788
EP Wealth Advisors
California
$591K +$150K +4,087 +34%
FH
789
FWG Holdings
Florida
$590K +$588K +16,076 New
CFD
790
Creative Financial Designs
Indiana
$589K +$497K +13,576 +548%
RBCM
791
Raub Brock Capital Management
California
$587K
SS
792
Sunbelt Securities
Texas
$585K -$260K -7,117 -31%
LWP
793
Lumature Wealth Partners
Georgia
$585K +$71.8K +1,963 +14%
BSB
794
Bangor Savings Bank
Maine
$584K +$49.2K +1,344 +9%
HCM
795
Harvey Capital Management
Florida
$583K +$108K +2,950 +23%
PAMP
796
Polar Asset Management Partners
Ontario, Canada
$579K -$707K -19,315 -55%
SWMP
797
Signature Wealth Management Partners
New Jersey
$579K -$11K -300 -2%
MWA
798
Meridian Wealth Advisors
Texas
$579K +$73.9K +2,020 +15%
RWA
799
River Wealth Advisors
Pennsylvania
$576K +$23.2K +634 +4%
CAG
800
Csenge Advisory Group
Florida
$574K -$342K -9,352 -38%

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.