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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
AIC
1251
Archer Investment Corporation
Indiana
$28.2K
PGAM
1252
Princeton Global Asset Management
New Jersey
$28K +$27.4K +750 New
CFFP
1253
Center for Financial Planning
Michigan
$26K
TIM
1254
Tortoise Investment Management
New York
$25K
AWM
1255
Accel Wealth Management
Iowa
$25K +$24.7K +675 +4,821%
LFG
1256
Larson Financial Group
Missouri
$24K
WLPWM
1257
Walled Lake Planning & Wealth Management
Illinois
$24K +$37 +1 +0.2%
DAC
1258
Dividend Assets Capital
South Carolina
$23K
BWP
1259
Baldwin Wealth Partners
Massachusetts
$23K +$366 +10 +2%
APWA
1260
Atlas Private Wealth Advisors
New Jersey
$22K -$5.12K -140 -19%
FMII
1261
Farmers & Merchants Investments Inc
Nebraska
$22K -$1.83K -50 -8%
FRA
1262
Front Row Advisors
California
$21K -$8.78K -240 -30%
DTIM
1263
Danda Trouve Investment Management
Kansas
$21K +$21K +575 New
HF
1264
Halpern Financial
Virginia
$20.2K
PSIWM
1265
Paradigm Strategies in Wealth Management
Minnesota
$20K +$73 +2 +0.4%
PFA
1266
Professional Financial Advisors
Nebraska
$20K +$73 +2 +0.4%
MFT
1267
Moisand Fitzgerald Tamayo
Florida
$20K +$8.82K +241 +80%
HCM
1268
Highlander Capital Management
New Jersey
$19K
SIAP
1269
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K
PB
1270
Pinnacle Bancorp
Nebraska
$18K -$34.8K -950 -66%
MGI
1271
MayTech Global Investments
New York
$18K
OC
1272
Oakworth Capital
Alabama
$18K
PP
1273
Pacifica Partners
Canada
$18K
TCOV
1274
Trust Company of Vermont
Vermont
$18K
RBC
1275
Roble Belko & Company
Pennsylvania
$18K +$14.1K +385 +344%

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.