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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
FWP
1151
FAS Wealth Partners
Kansas
$145K +$256 +7 +0.2%
AW
1152
Alaethes Wealth
Nevada
$144K +$144K +3,931 New
KFS
1153
Kelly Financial Services
Massachusetts
$143K +$178K +4,871 +1,295%
LWM
1154
Liberty Wealth Management
California
$142K +$36.9K +1,008 +35%
BG
1155
Bollard Group
Massachusetts
$138K +$512 +14 +0.4%
WOC
1156
West Oak Capital
California
$138K +$11K +300 +9%
UFF
1157
USA Financial Formulas
Michigan
$136K -$17K -464 -11%
WA
1158
Wealth Advisors
California
$135K +$7.35K +201 +6%
FEG
1159
Financial Enhancement Group
Indiana
$131K
FCA
1160
FinTrust Capital Advisors
South Carolina
$131K +$1.79K +49 +1%
HFM
1161
Hartford Financial Management
Connecticut
$128K
CB
1162
Community Bank
New York
$124K +$43.3K +1,185 +54%
LWCFA
1163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$119K +$119K +3,255 New
PGWM
1164
Parisi Gray Wealth Management
New Jersey
$118K +$117K +3,204 New
MRC
1165
Millburn Ridgefield Corp
New York
$117K +$13K +355 +13%
GC
1166
Garde Capital
Washington
$116K
KFI
1167
Key Financial Inc
Pennsylvania
$115K
AAP
1168
Arax Advisory Partners
Colorado
$113K +$113K +3,091 New
SFSIG
1169
San Francisco Sentry Investment Group
California
$112K -$2.49K -68 -2%
AFG
1170
Albion Financial Group
Utah
$111K +$111K +3,029 New
HBT
1171
Hills Bank & Trust
Iowa
$110K
OSNBOA
1172
Old Second National Bank of Aurora
Illinois
$109K
VNA
1173
Valley National Advisers
Pennsylvania
$108K
AWA
1174
Artemis Wealth Advisors
New York
$106K +$402 +11 +0.4%
1IA
1175
1834 Investment Advisors
Wisconsin
$106K

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.