We are live on ! Find out more
XLF icon

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
BWL
1201
Bogart Wealth LLC
Virginia
$71K
AIM
1202
Arcadia Investment Management
Michigan
$69K
CFN
1203
Cordasco Financial Network
Florida
$67K +$12.5K +341 +23%
IFAM
1204
Institutional & Family Asset Management
Colorado
$66K -$14.5K -397 -18%
QCG
1205
Quadrant Capital Group
Ohio
$65K -$1.9K -52 -3%
RFA
1206
Reilly Financial Advisors
California
$64K -$31.7K -867 -33%
HS
1207
Horan Securities
United States
$64K +$219 +6 +0.3%
CCMW
1208
Cypress Capital Management (Wyoming)
Wyoming
$63K +$5.78K +158 +10%
GWS
1209
Glassman Wealth Services
Virginia
$61K -$1.63M -44,521 -96%
AP
1210
Atwood & Palmer
Missouri
$60K
AWM
1211
AllSquare Wealth Management
New York
$59K
LB
1212
Legacy Bridge
Iowa
$59K +$15.4K +420 +36%
NC
1213
NewSquare Capital
Pennsylvania
$58K +$57.7K +1,578 New
FP
1214
Financial Perspectives
Minnesota
$57.8K -$1.65M -45,107 -97%
WAS
1215
Winch Advisory Services
Wisconsin
$56K +$219 +6 +0.4%
CWM
1216
Cranbrook Wealth Management
Michigan
$53K +$52.8K +1,443 New
ED
1217
Exane Derivatives
France
$51.5K -$37.9K -1,035 -42%
ZB
1218
Zions Bancorporation
Utah
$51K
SFC
1219
SYM Financial Corp
Indiana
$51K +$146 +4 +0.3%
IBOK
1220
Independence Bank of Kentucky
Kentucky
$50K
LWA
1221
Lenox Wealth Advisors
New York
$49K
PCFFS
1222
Pacific Center for Financial Services
California
$46K -$6.91K -189 -13%
WQ
1223
Wealth Quarterback
New Jersey
$45K +$44.2K +1,209 New
AIP
1224
Ameritas Investment Partners
Nebraska
$44K -$3.96M -108,255 -99%
BMD
1225
Better Money Decisions
New Mexico
$44K +$43.9K +1,200 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.