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State Street Financial Select Sector SPDR ETF

1,517 hedge funds and large institutions have $29.4B invested in State Street Financial Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 548 increasing their positions, 552 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 94

27% more funds holding in top 10

Funds holding in top 10: 6684 (+18)

13% more capital invested

Capital invested by funds: $26.1B → $29.4B (+$3.37B)

4% more funds holding

Funds holding: 1,4571,517 (+60)

0.28% more ownership

Funds ownership: 76.45%76.73% (+0.28%)

1% less repeat investments, than reductions

Existing positions increased: 548 | Existing positions reduced: 552

43% less call options, than puts

Call options by funds: $7.98B | Put options by funds: $14B

Holders
1,517
Holders Change
+60
Holders Change %
+4.12%
% of All Funds
21.85%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.21%
New
172
Increased
548
Reduced
552
Closed
94
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rise Advisors
New York
$7.87M +$121K +3,073 +2%
PCA
227
Pallas Capital Advisors
Massachusetts
$7.86M +$358K +9,069 +5%
CGA
228
Crescent Grove Advisors
Illinois
$7.82M -$205K -5,185 -3%
M&T Bank
229
M&T Bank
New York
$7.79M -$22.7K -575 -0.3%
NCM
230
Novare Capital Management
North Carolina
$7.78M +$972K +24,611 +15%
SC
231
Scotia Capital
Ontario, Canada
$7.76M +$505K +12,783 +7%
CM
232
Capula Management
Cayman Islands
$7.75M -$7.21M -182,537 -50%
GI
233
GAMCO Investors
Connecticut
$7.69M
PPWP
234
Proquility Private Wealth Partners
Nevada
$7.69M -$66.5K -1,684 -0.9%
TWC
235
TD Waterhouse Canada
Ontario, Canada
$7.66M +$197K +4,984 +3%
BCM
236
BlueCrest Capital Management
Jersey
$7.58M +$3.63M +92,011 +105%
LNB
237
Ledyard National Bank
$7.53M -$257K -6,514 -4%
VWA
238
Visionary Wealth Advisors
Illinois
$7.5M +$1.47M +37,331 +27%
MYIA
239
Mount Yale Investment Advisors
Colorado
$7.43M +$1.34M +33,993 +24%
CA
240
Cornerstone Advisors
North Carolina
$7.39M +$6.93M +175,500 New
ZIG
241
Zuckerman Investment Group
Illinois
$7.39M -$239K -6,050 -3%
IWM
242
IHT Wealth Management
Illinois
$7.36M +$1.74M +44,054 +34%
GIA
243
Gladstone Institutional Advisory
Florida
$7.35M -$421K -10,661 -6%
NSIM
244
North Star Investment Management
Illinois
$7.34M +$215K +5,459 +3%
AA
245
AlphaMark Advisors
Kentucky
$7.26M -$2.41K -61 -0%
UAS
246
United Asset Strategies
New York
$7.26M -$3.27M -82,904 -32%
CTC (Chicago Trading Company)
247
CTC (Chicago Trading Company)
Illinois
$7.18M +$6.73M +170,415 New
DC
248
Davenport & Co
Virginia
$7.15M +$5.8M +146,850 +640%
ICG
249
InterOcean Capital Group
Tennessee
$7.07M +$415K +10,517 +7%
MA
250
Mutual Advisors
Nebraska
$7.04M -$226K -5,725 -3%

XLF Hedge Fund Activity: Q1 2024 in Review

1,517 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2024, worth a combined $29.4B — up 13% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new XLF positions and 94 closed out — a net gain of 78 holders — while 548 added to existing stakes and 552 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $901M. The largest seller was Morgan Stanley, cutting an estimated $1.26B.

  • 1,517 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2024, up from 1,457 in Q4 2023.
  • Funds reported $29.4B of State Street Financial Select Sector SPDR ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 172 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2024 and 94 closed out, a net change of +78 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $901M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2024.