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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
HIA
1076
Harbor Investment Advisory
Maryland
$238K +$173K +4,723 +270%
MWM
1077
Mattern Wealth Management
Kansas
$238K +$241K +6,581 New
APC
1078
Aspire Private Capital
North Carolina
$237K -$7.61M -208,067 -97%
SWMG
1079
Strategic Wealth Management Group
Maryland
$235K -$150K -4,107 -39%
TFCP
1080
Twin Focus Capital Partners
Massachusetts
$235K +$234K +6,400 New
CAM
1081
Costello Asset Management
Pennsylvania
$234K -$8.96K -245 -4%
CAM
1082
Claret Asset Management
Quebec, Canada
$233K -$15.4K -420 -6%
SDWMA
1083
Schneider Downs Wealth Management Advisors
Pennsylvania
$232K
SPP
1084
Single Point Partners
Massachusetts
$230K -$6.8K -186 -3%
AAM
1085
Autus Asset Management
Arizona
$229K
ICM
1086
IMS Capital Management
Oregon
$228K +$183 +5 +0.1%
LIG
1087
Lokken Investment Group
Delaware
$228K +$227K +6,207 New
FTC
1088
Farmers Trust Company
Ohio
$227K
WAAG
1089
Wealth Alliance Advisory Group
Kansas
$227K
KPCM
1090
Kings Point Capital Management
New York
$226K
BTWM
1091
Baker Tilly Wealth Management
Wisconsin
$225K
ACI
1092
Alpha Cubed Investments
California
$225K +$224K +6,127 New
AW
1093
Avion Wealth
Texas
$223K +$1.1K +30 +0.5%
MC
1094
Miramar Capital
Illinois
$222K +$219K +5,990 New
SW
1095
SlateStone Wealth
Florida
$221K
PWMG
1096
Prestige Wealth Management Group
New Jersey
$220K -$1.08M -29,467 -83%
TA
1097
Tiedemann Advisors
New York
$220K
GLLW
1098
Graves Light Lenhart Wealth
Virginia
$219K
TI
1099
Trexquant Investment
Connecticut
$219K +$218K +5,961 New
RWP
1100
RWA Wealth Partners
Massachusetts
$218K -$76.6K -2,094 -26%

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.