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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
CAG
1101
Crestwood Advisors Group
Massachusetts
$216K -$130K -3,543 -38%
FMTCOCP
1102
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$214K
TSWM
1103
Triangle Securities Wealth Management
North Carolina
$214K +$214K +5,840 New
MA
1104
MJP Associates
Connecticut
$213K +$212K +5,802 New
RA
1105
RFG Advisory
Alabama
$212K +$212K +5,788 New
Wealthfront Advisers
1106
Wealthfront Advisers
California
$210K +$209K +5,719 New
SPL
1107
Smart Portfolios LLC
Washington
$209K +$208K +5,692 New
WHG
1108
Westwood Holdings Group
Texas
$209K +$208K +5,692 New
Jones Financial Companies
1109
Jones Financial Companies
Missouri
$208K -$30.3K -828 -13%
EVC
1110
Eidelman Virant Capital
Missouri
$208K -$11K -300 -5%
LC
1111
Lavaca Capital
Texas
$206K -$48.7K -1,330 -19%
EWM
1112
Edge Wealth Management
New York
$206K -$9.18K -251 -4%
VF
1113
Virtu Financial
New York
$205K +$205K +5,591 New
CTFG
1114
Capstone Triton Financial Group
Oklahoma
$204K -$33.7K -922 -14%
PMFA
1115
Plante Moran Financial Advisors
Michigan
$204K +$19K +520 +10%
AC
1116
Alley Company
Illinois
$204K +$204K +5,563 New
PG
1117
Patten Group
Tennessee
$204K +$204K +5,570 New
PWM
1118
PRW Wealth Management
Massachusetts
$204K +$204K +5,570 New
QC
1119
QCM Cayman
Texas
$203K -$109K -2,983 -35%
DDC
1120
DF Dent & Co
Maryland
$203K +$202K +5,523 New
RC
1121
RegentAtlantic Capital
New Jersey
$203K +$203K +5,539 New
RIM
1122
Rockbridge Investment Management
New York
$202K
BHTS
1123
Bar Harbor Trust Services
Maine
$202K +$201K +5,500 New
BOTW
1124
Bank of the West
California
$200K -$23.9K -654 -11%
NCM
1125
Narwhal Capital Management
Georgia
$200K +$199K +5,450 New

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.