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State Street Financial Select Sector SPDR ETF

1,262 hedge funds and large institutions have $26.5B invested in State Street Financial Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 563 increasing their positions, 310 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 77

82% more repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 310

65% more funds holding in top 10

Funds holding in top 10: 5184 (+33)

53% more capital invested

Capital invested by funds: $17.3B → $26.5B (+$9.14B)

13% more funds holding

Funds holding: 1,1151,262 (+147)

0.44% less ownership

Funds ownership: 70.24%69.8% (-0.44%)

19% less call options, than puts

Call options by funds: $5.66B | Put options by funds: $6.97B

Holders
1,262
Holders Change
+147
Holders Change %
+13.18%
% of All Funds
22.16%
Holding in Top 10
84
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+64.71%
% of All Funds
1.47%
New
239
Increased
563
Reduced
310
Closed
77
Calls
$5.66B
Puts
$6.97B
Net Calls
-$1.3B
Net Calls Change
+$846M
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1051
Wealth Alliance Advisory Group
Kansas
$211K +$199K +6,190 New
EWA
1052
Exencial Wealth Advisors
Oklahoma
$211K +$199K +6,195 New
KPCM
1053
Kings Point Capital Management
New York
$210K
TA
1054
TrueWealth Advisors
Alabama
$210K +$195K +6,070 New
FTC
1055
Farmers Trust Company
Ohio
$210K +$198K +6,177 New
BTWM
1056
Baker Tilly Wealth Management
Wisconsin
$209K +$197K +6,132 New
BOTW
1057
Bank of the West
California
$208K +$197K +6,118 New
AW
1058
Avion Wealth
Texas
$206K
EVC
1059
Eidelman Virant Capital
Missouri
$205K +$193K +6,000 New
SW
1060
SlateStone Wealth
Florida
$205K +$194K +6,027 New
GLLW
1061
Graves Light Lenhart Wealth
Virginia
$204K
LC
1062
Lindbrook Capital
California
$204K +$178K +5,530 +1,177%
TA
1063
Tiedemann Advisors
New York
$204K +$192K +5,991 New
EWM
1064
Empirical Wealth Management
Washington
$204K +$193K +6,005 New
MAG
1065
MRA Advisory Group
New Jersey
$202K +$191K +5,941 New
EWM
1066
Edge Wealth Management
New York
$200K -$10.9K -339 -5%
FMTCOCP
1067
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$198K +$9.64K +300 +5%
TLFA
1068
True Link Financial Advisors
California
$192K -$707 -22 -1%
RIM
1069
Rockbridge Investment Management
New York
$187K +$9.8K +305 +6%
CAGAS
1070
Capital Advisory Group Advisory Services
Minnesota
$185K +$22.5K +700 +15%
ACA
1071
Aptus Capital Advisors
Alabama
$183K +$79.7K +2,480 +86%
HCM
1072
Horrell Capital Management
Arkansas
$181K +$70.9K +2,207 +71%
FNBOSM
1073
First National Bank of South Miami
Florida
$177K +$5.46K +170 +3%
PMFA
1074
Plante Moran Financial Advisors
Michigan
$172K +$108K +3,373 +202%
AA
1075
AlphaCentric Advisors
Puerto Rico
$171K -$6.68K -208 -4%

XLF Hedge Fund Activity: Q1 2021 in Review

1,262 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2021, worth a combined $26.5B — up 53% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new XLF positions and 77 closed out — a net gain of 162 holders — while 563 added to existing stakes and 310 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.45B. The largest seller was Prudential plc, cutting an estimated $543M.

  • 1,262 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2021, up from 1,115 in Q4 2020.
  • Funds reported $26.5B of State Street Financial Select Sector SPDR ETF stock for Q1 2021, up 53% quarter-over-quarter.
  • 239 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2021 and 77 closed out, a net change of +162 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2021 was Wells Fargo, an estimated $1.45B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2021 was Prudential plc, an estimated $543M sold.

Based on aggregated 13F filings for Q1 2021.