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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
FCFS
951
First Command Financial Services
Texas
$362K
APW
952
Aurora Private Wealth
New Jersey
$360K -$11.3K -309 -3%
LSPW
953
Lake Street Private Wealth
Illinois
$360K -$3.95K -108 -1%
SQA
954
Simon Quick Advisors
New Jersey
$360K +$6.18K +169 +2%
BCWM
955
Bartlett & Co Wealth Management
Ohio
$359K -$3.66K -100 -1%
BC
956
Bartlett & Co
Ohio
$359K -$3.66K -100 -1%
GIM
957
Grassi Investment Management
California
$358K -$6.04K -165 -2%
AG
958
Appleton Group
Wisconsin
$358K -$5.52K -151 -2%
1WM
959
1900 Wealth Management
Texas
$355K +$137K +3,752 +63%
SAS
960
Stelac Advisory Services
New York
$354K -$37.5K -1,024 -10%
BFC
961
Bedel Financial Consulting
Indiana
$353K
IAS
962
Investment Advisory Services
Texas
$351K +$350K +9,566 New
SIAG
963
Safeguard Investment Advisory Group
California
$349K -$4.94K -135 -1%
EM
964
ELCO Management
New York
$345K -$51.2K -1,400 -13%
LF
965
LifeSteps Financial
California
$345K
AIIMS
966
Analyst IMS Investment Management Services
Israel
$345K +$11K +300 +3%
ZIM
967
Zacks Investment Management
Illinois
$345K +$344K +9,409 New
CL
968
COWA LLC
Oklahoma
$344K -$21.9K -600 -6%
CC
969
Courier Capital
New York
$343K
TWA
970
TCI Wealth Advisors
Arizona
$342K +$318K +8,702 +1,413%
FNC
971
First National Corp
Massachusetts
$340K -$30.6K -837 -5%
OPW
972
Oxler Private Wealth
New York
$335K +$7.21K +197 +2%
HPC
973
HM Payson & Co
Maine
$333K
RIL
974
Rothschild Investment LLC
Illinois
$329K +$37 +1 +0%
RRA
975
Round Rock Advisors
Connecticut
$329K +$17.1K +467 +5%

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.