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State Street Financial Select Sector SPDR ETF

1,457 hedge funds and large institutions have $26.1B invested in State Street Financial Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 492 increasing their positions, 540 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 80

25% more funds holding in top 10

Funds holding in top 10: 5366 (+13)

23% more capital invested

Capital invested by funds: $21.2B → $26.1B (+$4.82B)

10% more funds holding

Funds holding: 1,3281,457 (+129)

5.87% more ownership

Funds ownership: 70.59%76.45% (+5.9%)

9% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 540

46% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $10.4B

Holders
1,457
Holders Change
+129
Holders Change %
+9.71%
% of All Funds
21.24%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.96%
New
233
Increased
492
Reduced
540
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$6.76M +$404K +11,673 +7%
PCA
227
Pallas Capital Advisors
Massachusetts
$6.67M +$1.45M +41,831 +31%
MA
228
Mutual Advisors
Nebraska
$6.5M -$5.55M -160,440 -48%
AA
229
AlphaMark Advisors
Kentucky
$6.49M +$135K +3,888 +2%
SC
230
Scotia Capital
Ontario, Canada
$6.45M -$20.4K -589 -0.3%
NSIM
231
North Star Investment Management
Illinois
$6.35M +$56.1K +1,620 +1%
SC
232
Sykon Capital
New York
$6.33M +$5.83M +168,413 New
CC
233
Callan Capital
California
$6.32M +$30.9K +893 +0.5%
B
234
Bailard
California
$6.31M -$33.5K -968 -0.6%
ANTB
235
AMG National Trust Bank
Colorado
$6.3M +$54.6K +1,577 +0.9%
AWM
236
Act Wealth Management
Texas
$6.3M +$146K +4,225 +3%
CM
237
Castleark Management
Illinois
$6.1M +$5.62M +162,290 New
SWP
238
Stratos Wealth Partners
Ohio
$6.02M -$326K -9,424 -6%
NCM
239
Novare Capital Management
North Carolina
$6.02M +$869K +25,089 +19%
Allspring Global Investments
240
Allspring Global Investments
North Carolina
$6M -$360K -10,408 -6%
FFS
241
Founders Financial Securities
Maryland
$6M +$2.11M +61,044 +62%
GW
242
GW & Wade
Massachusetts
$5.97M +$3.43M +99,060 +166%
ICG
243
InterOcean Capital Group
Tennessee
$5.92M +$34.1K +985 +0.6%
JWBC
244
J.W. Burns & Co
New York
$5.9M -$295K -8,532 -5%
Prudential Financial
245
Prudential Financial
New Jersey
$5.7M -$10.6M -305,590 -67%
Optiver Holding
246
Optiver Holding
Netherlands
$5.63M +$5.19M +149,841 New
PWAC
247
Private Wealth Advisors (California)
California
$5.58M -$199K -5,739 -4%
BRWA
248
B. Riley Wealth Advisors
Florida
$5.54M +$420K +12,125 +9%
CI
249
CX Institutional
Indiana
$5.53M -$1.8M -52,033 -26%
AWM
250
Accurate Wealth Management
Florida
$5.52M +$5.08M +146,608 New

XLF Hedge Fund Activity: Q4 2023 in Review

1,457 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q4 2023, worth a combined $26.1B — up 23% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new XLF positions and 80 closed out — a net gain of 153 holders — while 492 added to existing stakes and 540 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was JP Morgan Chase, cutting an estimated $364M.

  • 1,457 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q4 2023, up from 1,328 in Q3 2023.
  • Funds reported $26.1B of State Street Financial Select Sector SPDR ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 233 funds opened new State Street Financial Select Sector SPDR ETF positions in Q4 2023 and 80 closed out, a net change of +153 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.25B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q4 2023 was JP Morgan Chase, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2023.