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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
TLFA
1176
True Link Financial Advisors
California
$102K -$34.9K -953 -49%
RG
1177
Retirement Group
California
$102K +$24K +656 +31%
COCM
1178
Charter Oak Capital Management
New Hampshire
$97K +$14.8K +405 +18%
GWMIA
1179
Global Wealth Management Investment Advisory
Florida
$96K
RP
1180
Rice Partnership
Hawaii
$96K
BBL
1181
Beck Bode LLC
Massachusetts
$95K +$94.5K +2,583 New
Kayne Anderson Rudnick Investment Management
1182
Kayne Anderson Rudnick Investment Management
California
$94K
HWMA
1183
Heritage Wealth Management (Arizona)
Arizona
$94K +$329 +9 +0.4%
PFBT
1184
Parkside Financial Bank & Trust
Missouri
$93K
AWM
1185
Avior Wealth Management
Nebraska
$89K +$3.8K +104 +4%
ANBT
1186
American National Bank & Trust
Texas
$89K +$11.7K +320 +15%
BA
1187
Ballast Advisors
Minnesota
$88K
FA
1188
Faithward Advisors
Pennsylvania
$88K +$4.06K +111 +5%
ME
1189
McIlrath & Eck
Washington
$87K
SAM
1190
S.A. Mason
Michigan
$87K +$32K +875 +58%
WPA
1191
West Paces Advisors
Georgia
$84.4K -$18.3K -500 -18%
BDWM
1192
Brewin Dolphin Wealth Management
Ireland
$84.4K
TSW
1193
Thompson Siegel & Walmsley
Virginia
$84K
MPWT
1194
MassMutual Private Wealth & Trust
Connecticut
$83K
FWM
1195
Filbrandt Wealth Management
Wisconsin
$75K +$219 +6 +0.3%
BWM
1196
BerganKDV Wealth Management
Minnesota
$73K
PP
1197
PrairieView Partners
Minnesota
$73K
BC
1198
Belmont Capital
California
$73K +$18.3K +500 +34%
FPFS
1199
First Personal Financial Services
North Carolina
$73K +$73.2K +2,000 New
PAI
1200
Pittenger & Anderson Inc
Nebraska
$72K -$3.66K -100 -5%

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.