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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
BEI
801
Benjamin Edwards Inc
Missouri
$484K +$312K +9,709 +216%
VWM
802
Valley Wealth Managers
New Jersey
$483K -$28.4K -884 -6%
CHA
803
Carmichael Hill & Associates
Maryland
$481K
CFAM
804
Center For Asset Management
Florida
$481K +$453K +14,113 New
BFS
805
Bradley Foster & Sargent
Connecticut
$480K +$40.6K +1,263 +10%
RWG
806
Ratio Wealth Group
Colorado
$477K +$113K +3,522 +34%
CC
807
Cedar Capital
Illinois
$477K -$123K -3,814 -21%
APSI
808
Asset Planning Services Inc
Louisiana
$477K +$207K +6,450 +85%
NCM
809
Novare Capital Management
North Carolina
$477K +$450K +14,005 New
LWP
810
Lumature Wealth Partners
Georgia
$476K +$223K +6,943 +99%
Allianz Asset Management
811
Allianz Asset Management
Germany
$476K +$449K +13,970 New
TVAMP
812
Tennessee Valley Asset Management Partners
Tennessee
$472K -$34.6K -1,078 -7%
AF
813
Apexium Financial
Texas
$472K
APP
814
Avantax Planning Partners
Iowa
$471K +$105K +3,280 +31%
ATC
815
Argent Trust Co
Tennessee
$470K -$31.4K -978 -7%
PA
816
Parallel Advisors
California
$470K +$180K +5,593 +68%
NA
817
Nottingham Advisors
New York
$469K -$44.4K -1,382 -9%
MWA
818
Meridian Wealth Advisors
Texas
$468K +$193 +6 +0%
BMWM
819
Brown Miller Wealth Management
Virginia
$467K +$440K +13,710 New
Cerity Partners
820
Cerity Partners
New York
$464K +$30.4K +948 +7%
NFP
821
Narus Financial Partners
Utah
$463K +$437K +13,601 New
CWM
822
Connecticut Wealth Management
Connecticut
$462K +$43.8K +1,363 +11%
HWA
823
Hillcrest Wealth Advisors
New Jersey
$460K
BFA
824
Benedict Financial Advisors
Georgia
$454K +$428K +13,331 New
WCM
825
WealthBridge Capital Management
Ohio
$453K +$428K +13,317 New

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.