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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
MIM
101
Miller Investment Management
Pennsylvania
$22.5M +$36.7K +1,003 +0.2%
SPIA
102
Strategic Point Investment Advisors
Rhode Island
$22.1M +$264K +7,222 +1%
State Street
103
State Street
Massachusetts
$22M -$105M -2,871,728 -83%
GAG
104
GM Advisory Group
New York
$21.6M -$27M -738,505 -56%
BOPW
105
Brandywine Oak Private Wealth
Pennsylvania
$21.6M +$7.31M +199,766 +51%
PMAS
106
PNC Managed Account Solutions
Texas
$21.2M +$21.2M +578,248 New
CWM
107
Campbell Wealth Management
Virginia
$21.2M +$1.4M +38,213 +7%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$20.5M -$1.16M -31,652 -5%
CA
109
Capital Advantage
California
$20.3M +$713K +19,501 +4%
HCM
110
Hollencrest Capital Management
California
$20.3M +$1.58M +43,287 +9%
KHLMTHM
111
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$19.9M +$9.06M +247,772 +84%
MCM
112
Murphy Capital Management
New Jersey
$19.8M +$1.58M +43,229 +9%
JCM
113
Janney Capital Management
Pennsylvania
$19.5M +$44.3K +1,212 +0.2%
AA
114
ALPS Advisors
Colorado
$19.5M +$945K +25,826 +5%
FDCC
115
Foster Dykema Cabot & Co
Massachusetts
$19.4M +$335K +9,159 +2%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$19.4M +$244K +6,665 +1%
ST
117
Spinnaker Trust
Maine
$18.8M -$9.7M -265,259 -34%
TAM
118
Tocqueville Asset Management
New York
$18.4M -$80.5K -2,200 -0.4%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$18.1M +$184K +5,028 +1%
KIA
120
KCM Investment Advisors
California
$17.9M +$410K +11,202 +2%
BHWM
121
Bar Harbor Wealth Management
New Hampshire
$17.6M -$218K -5,963 -1%
FTS
122
Fifth Third Securities
Ohio
$17.6M +$2.81M +76,757 +19%
Neuberger Berman Group
123
Neuberger Berman Group
New York
$17.5M -$1M -27,406 -5%
EWA
124
Evolution Wealth Advisors
Florida
$17.4M +$5.17M +141,338 +42%
HIIFS
125
Harel Insurance Investments & Financial Services
Israel
$17.4M +$15.6M +425,584 +1,012%

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.