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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
AWE
151
Avidian Wealth Enterprises
Texas
$12.9M +$5.62M +153,583 +78%
HF
152
HRT Financial
New York
$12.5M -$931K -25,455 -7%
V
153
Veritable
Delaware
$12.5M -$253K -6,929 -2%
TCWA
154
Ten Capital Wealth Advisors
Washington
$12.2M +$129K +3,539 +1%
KPW
155
Kore Private Wealth
New York
$12M +$1.07M +29,145 +10%
William Blair & Company
156
William Blair & Company
Illinois
$11.7M +$415K +11,334 +4%
SP
157
Symmetry Partners
Connecticut
$11.7M +$6.24M +170,583 +115%
RCP
158
Rothschild Capital Partners
New York
$11.7M -$298K -8,155 -3%
AIP
159
ARS Investment Partners
New York
$11.5M +$889K +24,289 +8%
CTA
160
Chesley Taft & Associates
Illinois
$11.5M -$161K -4,400 -1%
CIC
161
Carnegie Investment Counsel
Ohio
$11.4M -$49K -1,340 -0.4%
KAS
162
Kestra Advisory Services
Texas
$11.4M +$1.59M +43,513 +16%
DRS
163
Deane Retirement Strategies
Louisiana
$11.3M +$125K +3,424 +1%
VFPI
164
Vantage Financial Partners (Illinois)
Illinois
$11.2M -$1.12M -30,595 -9%
FIB
165
First Interstate Bank
Montana
$11.2M +$11.2M +306,406 New
UAS
166
United Asset Strategies
New York
$11.1M -$643K -17,584 -5%
PFO
167
Pathstone Family Office
New Jersey
$11M +$236K +6,452 +2%
SIMM
168
Stillwater Investment Management (Minnesota)
Minnesota
$11M +$265K +7,255 +2%
HIM
169
Hanlon Investment Management
New Jersey
$11M -$956K -26,137 -8%
New York State Common Retirement Fund
170
New York State Common Retirement Fund
New York
$10.9M +$10.9M +298,209 New
GI
171
GAMCO Investors
Connecticut
$10.9M -$18.3K -500 -0.2%
BB
172
Busey Bank
Illinois
$10.9M -$235K -6,432 -2%
CFA
173
Camarda Financial Advisors
Florida
$10.7M +$3.92M +107,066 +58%
BBVA
174
Banco Bilbao Vizcaya Argentaria
Spain
$10.6M +$1.71M +46,863 +19%
QFA
175
Quattro Financial Advisors
Texas
$10.5M -$582K -15,897 -5%

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.