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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
CIA
826
Choate Investment Advisors
Massachusetts
$530K -$13K -355 -2%
BPA
827
Beacon Pointe Advisors
California
$530K +$157K +4,305 +43%
PFSC
828
Peoples Financial Services Corp
Pennsylvania
$530K +$177K +4,850 +51%
OAM
829
Oppenheimer Asset Management
New York
$530K +$180K +4,920 +52%
MGWM
830
Marks Group Wealth Management
Minnesota
$526K +$2.78K +76 +0.5%
RWG
831
Ratio Wealth Group
Colorado
$526K +$11.3K +309 +2%
CHA
832
Carmichael Hill & Associates
Maryland
$525K +$6.77K +185 +1%
APP
833
Avantax Planning Partners
Iowa
$525K +$18.3K +500 +4%
CA
834
Clearstead Advisors
Ohio
$522K +$128K +3,493 +33%
SFG
835
Summit Financial Group
West Virginia
$522K +$521K +14,230 New
BMWM
836
Brown Miller Wealth Management
Virginia
$520K +$17.2K +469 +3%
VWM
837
Valley Wealth Managers
New Jersey
$519K -$1.54K -42 -0.3%
Wealth Enhancement Advisory Services
838
Wealth Enhancement Advisory Services
Minnesota
$518K +$64.1K +1,752 +14%
BFS
839
Bradley Foster & Sargent
Connecticut
$517K
AC
840
Avestar Capital
New York
$516K +$277K +7,573 +117%
BAS
841
Brown Advisory Securities
Maryland
$514K +$28.8K +786 +6%
Allianz Asset Management
842
Allianz Asset Management
Germany
$513K
SMC
843
Smith, Moore & Co
Missouri
$512K +$88.2K +2,410 +21%
IC
844
Intersect Capital
California
$510K +$61.5K +1,680 +14%
AF
845
Apexium Financial
Texas
$509K
JHCP
846
Jackson Hole Capital Partners
Oklahoma
$509K +$139K +3,805 +38%
ECG
847
Edge Capital Group
Georgia
$508K +$21.8K +595 +4%
BA
848
Ballew Advisors
Mississippi
$507K -$656K -17,945 -56%
SAMT
849
Select Asset Management & Trust
Pennsylvania
$507K -$166K -4,538 -25%
WIA
850
World Investment Advisors
California
$507K -$1.68K -46 -0.3%

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.