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
BCM
126
Bluefin Capital Management
New York
$17.2M +$2.19M +59,800 +15%
ARC
127
Advisor Resource Council
Texas
$17.1M +$17M +464,850 New
PCH
128
PGIM Custom Harvest
New Jersey
$17M +$2.13M +58,282 +14%
FCC
129
Florin Court Capital
United Kingdom
$16.6M +$6.72M +183,600 +68%
UCFA
130
United Capital Financial Advisors
Texas
$16.4M +$450K +12,292 +3%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$16.2M +$225K +6,159 +1%
IC
132
Innealta Capital
Texas
$16.2M +$250K +6,828 +2%
ASN
133
Advisory Services Network
Georgia
$15.9M +$2.77M +75,817 +21%
Vontobel Holding
134
Vontobel Holding
Switzerland
$15.8M +$49.4K +1,350 +0.3%
AI
135
Atria Investments
North Carolina
$15.5M -$1.72M -47,046 -10%
MWA
136
Marshall Wace Asia
Hong Kong
$15M +$15M +409,165 New
TCBWMS
137
Texas Capital Bank Wealth Management Services
Texas
$14.9M +$6.8M +185,953 +85%
CAN
138
Cetera Advisor Networks
California
$14.7M +$2.87M +78,535 +24%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$14.7M -$521K -14,255 -3%
AL
140
Aspiriant LLC
California
$14.5M -$56.5K -1,545 -0.4%
CGA
141
Crescent Grove Advisors
Illinois
$14.3M +$1.62M +44,169 +13%
PCIA
142
Prime Capital Investment Advisors
Kansas
$14.1M +$2.64M +72,153 +23%
VI
143
Vestcor Inc
New Brunswick, Canada
$14.1M +$2.68M +73,300 +24%
ACM
144
Anfield Capital Management
California
$13.8M +$2.75M +75,129 +25%
FWM
145
Focused Wealth Management
New York
$13.5M +$723K +19,751 +6%
CMO
146
Covenant Multifamily Offices
Texas
$13.3M +$4.76M +130,170 +56%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$13.3M +$5.18M +141,602 +64%
PIN
148
Prudent Investors Network
California
$13.3M +$518K +14,173 +4%
FFG
149
Frisch Financial Group
New York
$13M -$403K -11,018 -3%
ZIG
150
Zurich Insurance Group
Switzerland
$12.9M +$2.62M +71,505 +24%

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.