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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
KJWM
801
Kiley Juergens Wealth Management
Washington
$573K +$183 +5 +0%
NF
802
Nikulski Financial
Iowa
$571K -$173K -4,732 -23%
AI
803
AXS Investments
New York
$569K -$263K -7,180 -32%
DSC
804
Duncker Streett & Co
Missouri
$568K -$36.6K -1,000 -6%
GT
805
Greenleaf Trust
Michigan
$567K -$36.6K -1,000 -6%
GAB
806
German American Bancorp
Indiana
$567K -$7.5K -205 -1%
CC
807
Constitution Capital
Connecticut
$566K +$28.9K +790 +5%
FWM
808
Frontier Wealth Management
Missouri
$565K +$563K +15,389 New
LA
809
Lynch & Associates
Indiana
$563K
SBL
810
Sargent Bickham Lagudis
Colorado
$560K +$512 +14 +0.1%
VFA
811
Voya Financial Advisors
Connecticut
$559K -$156K -4,263 -22%
BCV
812
Banque Cantonale Vaudoise
Switzerland
$555K -$315K -8,612 -36%
NWA
813
Navis Wealth Advisors
New York
$552K -$3.15K -86 -0.6%
CA
814
Cornerstone Advisory
Maryland
$552K +$21.8K +596 +4%
TCOO
815
Trust Company of Oklahoma
Oklahoma
$551K -$86.7K -2,370 -14%
BSW
816
Buckingham Strategic Wealth
Missouri
$547K -$46.2K -1,264 -8%
BAM
817
Berkshire Asset Management
Pennsylvania
$543K -$171K -4,667 -24%
CC
818
Cedar Capital
Illinois
$541K +$27K +738 +5%
BI
819
Bramshill Investments
Florida
$540K
LCS
820
Levin Capital Strategies
New York
$540K
AWA
821
Alta Wealth Advisors
Massachusetts
$538K +$9.47K +259 +2%
AAIM
822
Asset Advisors Investment Management
Georgia
$537K +$154K +4,200 +40%
JIR
823
James Investment Research
Ohio
$535K -$6.22K -170 -1%
DI
824
Diligent Investors
California
$535K -$1.68K -46 -0.3%
BWM
825
Baystate Wealth Management
Massachusetts
$532K +$1.02K +28 +0.2%

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.