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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
MAM
1226
Meeder Asset Management
Ohio
$43K +$13.7K +374 +47%
MAWCM
1227
Mine & Arao Wealth Creation & Management
California
$41K
SPWG
1228
Sage Private Wealth Group
Illinois
$41K +$146 +4 +0.4%
GI
1229
Gradient Investments
Minnesota
$41K +$5.74K +157 +16%
SWA
1230
Sutton Wealth Advisors
Florida
$40.9K
IRC
1231
Investors Research Corp
Georgia
$40K
WT
1232
Washington Trust
Rhode Island
$38K
CWP
1233
Concord Wealth Partners
Virginia
$37K -$59K -1,612 -62%
TC
1234
Truvestments Capital
Florida
$37K -$36.6K -1,000 -50%
BAM
1235
Bellevue Asset Management
Washington
$37K
CLOS
1236
Compagnie Lombard Odier SCmA
Switzerland
$37K
PO
1237
Private Ocean
California
$37K
CWM
1238
Cedar Wealth Management
California
$37K +$37K +1,011 New
RCA
1239
Ranch Capital Advisors
Florida
$36K
LAS
1240
Lloyd Advisory Services
Georgia
$36K +$8.56K +234 +32%
AWMS
1241
Advocacy Wealth Management Services
Georgia
$36K +$35.7K +975 New
SL
1242
Savior LLC
Massachusetts
$35K
CAL
1243
Capital Analysts LLC
Pennsylvania
$35K +$9.22K +252 +36%
CAM
1244
CenterStar Asset Management
Illinois
$32K
FCMT
1245
Founders Capital Management (Texas)
Texas
$32K +$37 +1 +0.1%
M
1246
MOTCO
Texas
$30K
DWA
1247
Dougherty Wealth Advisers
Minnesota
$29K
LDFR
1248
Lehman & Derafelo Financial Resources
Pennsylvania
$29K
GAM
1249
Gemmer Asset Management
California
$29K +$37 +1 +0.1%
PCA
1250
Providence Capital Advisors
North Carolina
$29K +$29.3K +800 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.