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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
CA
276
Crumly & Associates
Illinois
$4.83M -$775K -22,400 -15%
SSB
277
Sandy Spring Bank
Maryland
$4.8M -$26.8K -773 -0.6%
FTIS
278
First Trust Investment Solutions
Florida
$4.75M +$4.37M +126,260 New
IWP
279
Innova Wealth Partners
Pennsylvania
$4.67M +$4.3M +124,324 New
GHA
280
Granite Harbor Advisors
Texas
$4.67M -$104K -3,004 -2%
Point72 Asset Management
281
Point72 Asset Management
Connecticut
$4.62M -$3.19M -92,143 -43%
TTWM
282
TCV Trust & Wealth Management
Virginia
$4.58M +$55.3K +1,596 +1%
IA
283
IFG Advisory
Georgia
$4.55M +$54.8K +1,582 +1%
NA
284
NewEdge Advisors
Louisiana
$4.52M +$115K +3,331 +3%
KWA
285
Kellett Wealth Advisors
Ohio
$4.5M +$3.47M +100,185 +517%
MGIA
286
Matthew Goff Investment Advisor
Texas
$4.48M -$114K -3,300 -3%
BCM
287
Beaumont Capital Management
Massachusetts
$4.45M +$4.1M +118,452 New
MCM
288
MAI Capital Management
Ohio
$4.44M +$236K +6,829 +6%
LFPWM
289
Leicht Financial Planning & Wealth Management
New Jersey
$4.44M -$17.7K -512 -0.4%
CTC
290
Central Trust Company
Missouri
$4.44M -$45.8K -1,322 -1%
FMC
291
First Merchants Corp
Indiana
$4.39M +$4.36K +126 +0.1%
LNC
292
Lincoln National Corp
Pennsylvania
$4.33M +$681K +19,660 +21%
FA
293
FDx Advisors
Illinois
$4.31M +$2.15M +62,103 +118%
GPFA
294
Game Plan Financial Advisors
Ohio
$4.28M +$3.94M +113,927 New
IFWM
295
Institute for Wealth Management
Colorado
$4.25M +$214K +6,172 +6%
HNB
296
Huntington National Bank
Ohio
$4.21M
SB
297
Simmons Bank
Arkansas
$4.2M -$59.1K -1,707 -2%
QT
298
Quantbot Technologies
New York
$4.19M +$3.85M +111,318 New
CF
299
Clarity Financial
Texas
$4.18M -$95.3K -2,752 -2%
VVP
300
Venture Visionary Partners
Ohio
$4.16M +$522K +15,074 +16%

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.