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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
ATC
851
Argent Trust Co
Tennessee
$507K
NEGWA
852
New England Guild Wealth Advisors
Connecticut
$506K +$75.4K +2,061 +18%
MCL
853
MIK Capital LP
New York
$502K +$501K +13,682 New
HCM
854
HMS Capital Management
Tennessee
$502K +$501K +13,683 New
RWA
855
Ropes Wealth Advisors
Massachusetts
$493K +$45.9K +1,255 +10%
WAP
856
Wealthcare Advisory Partners
Pennsylvania
$490K +$154K +4,203 +46%
SAM
857
Smithbridge Asset Management
Pennsylvania
$487K +$485K +13,264 New
WWM
858
Wolff Wiese Magana
California
$486K
WIM
859
Westside Investment Management
California
$486K -$146K -3,994 -5%
GPA
860
Guidance Point Advisors
Massachusetts
$485K +$1.87K +51 +0.4%
IP
861
Investment Partners
Ohio
$485K +$132K +3,605 +38%
AWM
862
Activest Wealth Management
Florida
$484K +$92.4K +2,525 +24%
GG
863
Gofen & Glossberg
Illinois
$482K
NAG
864
Northstar Advisory Group
New Jersey
$482K +$480K +13,124 New
CT
865
Chicago Trust
Illinois
$481K +$143K +3,900 +42%
ASBI
866
American State Bank (Iowa)
Iowa
$479K +$8.78K +240 +2%
AWM
867
Aries Wealth Management
Maine
$479K +$94.2K +2,575 +25%
AMG
868
Advisors Management Group
Wisconsin
$475K +$142K +3,873 +43%
SIM
869
Seaview Investment Managers
Florida
$473K +$471K +12,880 New
LAM
870
LifePro Asset Management
California
$473K +$471K +12,882 New
MA
871
MCF Advisors
Kentucky
$470K +$6.95K +190 +2%
BWM
872
Bulltick Wealth Management
Florida
$466K +$58.7K +1,605 +14%
SSB
873
Sandy Spring Bank
Maryland
$466K +$25.8K +705 +6%
PIA
874
Perennial Investment Advisors
California
$466K +$464K +12,693 New
LW
875
Linscomb Wealth
Texas
$465K -$9.99K -273 -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.