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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
TA
976
TrueWealth Advisors
Alabama
$329K +$106K +2,888 +48%
EI
977
Ellevest Inc
New York
$328K +$204K +5,564 +165%
AI
978
Accredited Investors
Minnesota
$327K +$14.6K +400 +5%
S
979
SignatureFD
Georgia
$325K -$5.74K -157 -2%
ACG
980
Allen Capital Group
Nebraska
$325K +$11.3K +310 +4%
WIC
981
Woodmont Investment Counsel
Tennessee
$322K +$321K +8,770 New
WWMSC
982
Wagner Wealth Management (South Carolina)
South Carolina
$319K +$189K +5,170 +146%
CFS
983
CRA Financial Services
New Jersey
$318K +$73.7K +2,016 +30%
P
984
&Partners
Tennessee
$318K +$317K +8,670 New
TA
985
Tectonic Advisors
Texas
$317K -$12.9K -353 -4%
IIC
986
Integrated Investment Consultants
Michigan
$317K -$4.54K -124 -1%
HIP
987
HUB Investment Partners
Texas
$317K +$316K +8,645 New
VIM
988
Vista Investment Management
Pennsylvania
$314K -$8.74K -239 -3%
IF
989
Intrua Financial
Texas
$313K -$25.6K -700 -8%
HHGA
990
Halbert Hargrove Global Advisors
California
$313K +$1.21K +33 +0.4%
CAM
991
Carret Asset Management
New York
$310K
BSA
992
Braun Stacey Associates
New York
$309K
FFG
993
Fortem Financial Group
California
$309K +$308K +8,416 New
PFM
994
Parsec Financial Management
North Carolina
$308K
WC
995
Whitney & Co
New York
$307K
TFF
996
The Family Firm
Maryland
$306K -$23.3K -638 -7%
ACA
997
Aptus Capital Advisors
Alabama
$306K +$109K +2,977 +55%
PWW
998
Pettyjohn Wood & White
Virginia
$304K +$31.1K +850 +11%
AP
999
Advisor Partners
California
$300K
ECM
1000
Exchange Capital Management
Michigan
$299K +$5.3K +145 +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.