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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
AllianceBernstein
101
AllianceBernstein
Tennessee
$25.6M +$22.9M +711,588 +1,723%
Lido Advisors
102
Lido Advisors
California
$24.7M +$19.5M +608,102 +516%
SOMRS
103
State of Michigan Retirement System
Michigan
$23.4M +$112K +3,500 +0.5%
Twin Tree Management
104
Twin Tree Management
Texas
$22M -$28.5M -886,141 -58%
AWM
105
AE Wealth Management
Kansas
$21.5M +$3.13M +97,371 +18%
MIM
106
Miller Investment Management
Pennsylvania
$20.9M +$182K +5,677 +0.9%
SPIA
107
Strategic Point Investment Advisors
Rhode Island
$20.3M +$8.58M +267,251 +82%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$20.1M +$2.16M +67,158 +13%
SWM
109
Spire Wealth Management
Virginia
$19.6M +$18.6M +579,050 New
CWM
110
Campbell Wealth Management
Virginia
$18.3M +$341K +10,614 +2%
CA
111
Capital Advantage
California
$18.2M +$17.1M +533,913 New
JCM
112
Janney Capital Management
Pennsylvania
$18M +$2.52M +78,570 +17%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$17.8M +$15.7M +488,278 +1,438%
FDCC
114
Foster Dykema Cabot & Co
Massachusetts
$17.7M +$1.03M +32,064 +7%
SSA
115
Schonfeld Strategic Advisors
New York
$17.5M +$6.13M +190,890 +59%
HCM
116
Hollencrest Capital Management
California
$17.3M +$575K +17,890 +4%
AA
117
ALPS Advisors
Colorado
$17.2M -$981K -30,552 -6%
TAM
118
Tocqueville Asset Management
New York
$17.2M +$1.74M +54,285 +12%
MML Investors Services
119
MML Investors Services
Massachusetts
$17.1M +$1.88M +58,468 +13%
MCM
120
Murphy Capital Management
New Jersey
$16.9M +$864K +26,906 +6%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$16.7M +$385K +12,000 +3%
BUB
122
BBVA USA Bancshares
Texas
$16.6M +$5.51M +171,469 +54%
BHWM
123
Bar Harbor Wealth Management
New Hampshire
$16.6M +$2.36M +73,516 +18%
AI
124
Atom Investors
Texas
$16.5M -$28.8M -897,388 -65%
Neuberger Berman Group
125
Neuberger Berman Group
New York
$16.4M +$3.55M +110,477 +26%

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.