We are live on ! Find out more
XLF icon

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
TWA
1201
TCI Wealth Advisors
Arizona
$21K -$28.8K -897 -59%
DAC
1202
Dividend Assets Capital
South Carolina
$21K +$13.4K +418 +209%
NIC
1203
Northwest Investment Counselors
Oregon
$21K +$19.4K +604 New
BWP
1204
Baldwin Wealth Partners
Massachusetts
$20K
WCM
1205
Wealthcare Capital Management
Virginia
$20K +$19K +590 New
PFA
1206
Professional Financial Advisors
Nebraska
$19K +$64 +2 +0.4%
FA
1207
Financial Advantage
Maryland
$19K +$18.6K +580 New
HF
1208
Halpern Financial
Virginia
$18.8K +$17.7K +551 New
HCM
1209
Highlander Capital Management
New Jersey
$18K
PSIWM
1210
Paradigm Strategies in Wealth Management
Minnesota
$18K +$17.3K +538 New
PP
1211
Pacifica Partners
Canada
$17K -$3.21K -100 -17%
MGI
1212
MayTech Global Investments
New York
$17K
OC
1213
Oakworth Capital
Alabama
$17K
SIAP
1214
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
TCOV
1215
Trust Company of Vermont
Vermont
$17K
HWA
1216
HHM Wealth Advisors
Tennessee
$15K -$3.21K -100 -19%
FFA
1217
Freedman Financial Associates
Massachusetts
$15K
RCG
1218
Rock Creek Group
District of Columbia
$15K +$14.4K +447 New
CWC
1219
Carolinas Wealth Consulting
North Carolina
$14K -$7.26K -226 -35%
PCG
1220
Private Capital Group
Connecticut
$14K -$4.63K -144 -26%
TCM
1221
TD Capital Management
Tennessee
$14K
TF
1222
TimeScale Financial
Massachusetts
$13K +$32 +1 +0.3%
KFS
1223
Kelly Financial Services
Massachusetts
$12.8K
VRM
1224
Vectors Research Management
New York
$12K
RAM
1225
Riggs Asset Management
Pennsylvania
$11K +$10.1K +315 New

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.