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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
WIM
826
Westside Investment Management
California
$451K +$57.9K +1,804 +2%
RWA
827
Ropes Wealth Advisors
Massachusetts
$451K -$240K -7,468 -38%
ECG
828
Edge Capital Group
Georgia
$451K -$2.79K -87 -0.7%
VR
829
Viridian RIA
Washington
$451K
WWM
830
Wolff Wiese Magana
California
$451K +$235K +7,309 +123%
BAS
831
Brown Advisory Securities
Maryland
$450K +$32.9K +1,023 +8%
GPA
832
Guidance Point Advisors
Massachusetts
$449K +$1.9K +59 +0.4%
GG
833
Gofen & Glossberg
Illinois
$447K +$8.03K +250 +2%
Nomura Asset Management
834
Nomura Asset Management
Japan
$445K +$420K +13,065 New
BDS
835
Banco de Sabadell
Florida
$444K
LW
836
Linscomb Wealth
Texas
$441K +$110K +3,411 +36%
HCM
837
Harvey Capital Management
Florida
$440K +$416K +12,940 New
ASBI
838
American State Bank (Iowa)
Iowa
$437K +$22.3K +695 +6%
TA
839
Trellis Advisors
Washington
$433K
MC
840
Mathes Company
New York
$431K
Natixis Advisors
841
Natixis Advisors
Massachusetts
$431K +$407K +12,667 New
BHWM
842
Bay Harbor Wealth Management
Maryland
$431K +$407K +12,670 New
MA
843
MCF Advisors
Kentucky
$430K
TEC
844
Tiger Eye Capital
Tennessee
$430K +$406K +12,625 New
Wealth Enhancement Advisory Services
845
Wealth Enhancement Advisory Services
Minnesota
$429K +$398K +12,385 New
FAM
846
Formidable Asset Management
Ohio
$428K -$8.58K -267 -2%
IC
847
Inscription Capital
Texas
$424K +$400K +12,447 New
FMWA
848
Forvis Mazars Wealth Advisors
Missouri
$421K +$68.6K +2,137 +21%
CAAS
849
Capital Asset Advisory Services
Michigan
$420K +$35.7K +1,112 +10%
FUBT
850
First United Bank & Trust
Maryland
$417K -$5.62K -175 -1%

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.