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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
MM
251
Main Management
California
$7.02M -$2.03M -51,453 -24%
AWM
252
Act Wealth Management
Texas
$6.99M -$63K -1,596 -1%
ANTB
253
AMG National Trust Bank
Colorado
$6.99M -$67.9K -1,721 -1%
CA
254
CoreCap Advisors
Michigan
$6.98M +$2.32M +58,837 +55%
BBVA
255
Banco Bilbao Vizcaya Argentaria
Spain
$6.97M -$3.81M -96,506 -37%
TFA
256
Toth Financial Advisory
Virginia
$6.96M +$906K +22,958 +16%
CC
257
Callan Capital
California
$6.95M -$125K -3,169 -2%
B
258
Bailard
California
$6.93M -$125K -3,161 -2%
AI
259
Atria Investments
North Carolina
$6.92M +$2.39M +60,628 +59%
CM
260
Castleark Management
Illinois
$6.84M
MPM
261
Meritage Portfolio Management
Kansas
$6.77M +$6.34M +160,632 New
FTIS
262
First Trust Investment Solutions
Florida
$6.74M +$1.34M +33,838 +27%
CIA
263
Concurrent Investment Advisors
Florida
$6.71M +$640K +16,220 +11%
JE
264
JMAC Enterprises
Pennsylvania
$6.68M +$733K +18,576 +13%
OAM
265
Occidental Asset Management
California
$6.66M +$5.83M +147,677 +1,427%
OMC
266
Old Mission Capital
Illinois
$6.55M -$4.14M -104,754 -40%
RWA
267
Redhawk Wealth Advisors
Minnesota
$6.47M +$345K +8,750 +6%
IAN
268
Integrated Advisors Network
Texas
$6.32M +$2.72M +69,004 +85%
GCM
269
Graham Capital Management
Connecticut
$6.32M +$5.92M +150,000 New
NAM
270
NTV Asset Management
West Virginia
$6.27M +$330K +8,354 +6%
JWBC
271
J.W. Burns & Co
New York
$6.26M -$327K -8,295 -5%
DWT
272
Dorsey & Whitney Trust
South Dakota
$6.21M +$177K +4,486 +3%
KWA
273
Kellett Wealth Advisors
Ohio
$6.11M +$1.01M +25,493 +21%
VDI
274
Vaughan David Investments
Illinois
$6.07M +$80.3K +2,033 +1%
AWM
275
Accurate Wealth Management
Florida
$6.07M +$145K +3,683 +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.