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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
SS
1026
Simplicity Solutions
Minnesota
$270K -$575K -15,724 -68%
SFWC
1027
Strategic Family Wealth Counselors
New Jersey
$270K +$22.6K +618 +9%
Financial Engines Advisors
1028
Financial Engines Advisors
California
$268K -$28.9K -789 -10%
MIC
1029
Meridian Investment Counsel
California
$268K +$267K +7,309 New
HIM
1030
HawsGoodwin Investment Management
Tennessee
$266K
HB
1031
Homrich & Berg
Georgia
$266K +$265K +7,240 New
ECM
1032
Elgethun Capital Management
South Dakota
$264K +$988 +27 +0.4%
ISWM
1033
Independent Solutions Wealth Management
New York
$264K -$33.7K -922 -11%
SAM
1034
Secure Asset Management
Michigan
$263K +$262K +7,156 New
KI
1035
Kapitalo Investimentos
Brazil
$261K -$5.68M -155,181 -96%
PWG
1036
Private Wealth Group
Florida
$261K +$260K +7,101 New
KPWG
1037
KFA Private Wealth Group
Virginia
$261K +$260K +7,112 New
HWA
1038
Heritage Wealth Advisors
Virginia
$260K
LFS
1039
Legacy Financial Strategies
Kansas
$260K -$2.93K -80 -1%
GHAM
1040
Gilman Hill Asset Management
Connecticut
$260K
LJAC
1041
L.J. Altfest & Co
New York
$260K +$549 +15 +0.2%
OFS
1042
Oldfather Financial Services
Nebraska
$258K +$256 +7 +0.1%
FBA
1043
Front Barnett Associates
Illinois
$256K -$2.74K -75 -1%
IWA
1044
Intercontinental Wealth Advisors
Texas
$256K
MCM
1045
McMillion Capital Management
North Carolina
$255K -$121K -3,315 -32%
ACP
1046
Aviance Capital Partners
Florida
$255K -$61K -1,667 -19%
FLPIM
1047
F.L. Putnam Investment Management
Massachusetts
$255K -$13K -355 -5%
SMA
1048
Sage Mountain Advisors
Georgia
$255K +$73 +2 +0%
AP
1049
Appleton Partners
Massachusetts
$253K +$11.9K +325 +5%
AWA
1050
Arete Wealth Advisors
Illinois
$250K -$1.34M -36,669 -77%

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.