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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
ASN
276
Advisory Services Network
Georgia
$6.06M +$442K +11,207 +8%
PP
277
PFS Partners
New Jersey
$6.05M +$27.8K +703 +0.5%
APWA
278
Atlas Private Wealth Advisors
New Jersey
$6.04M +$5.66M +143,287 New
RSWM
279
Robertson Stephens Wealth Management
California
$6M +$280K +7,089 +5%
TC
280
Trilogy Capital
California
$5.94M -$2.8M -70,914 -33%
KFBMI
281
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.9M
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$5.89M -$778K -19,719 -12%
CCT
283
Chemung Canal Trust
New York
$5.86M -$4.8M -121,500 -47%
PWAC
284
Private Wealth Advisors (California)
California
$5.85M -$371K -9,405 -6%
JIC
285
Joel Isaacson & Co
New York
$5.64M +$63K +1,596 +1%
FWCM
286
Ferguson Wellman Capital Management
Oregon
$5.57M -$218K -5,525 -4%
JF
287
JSF Financial
California
$5.5M +$4.45M +112,668 +628%
QCM
288
Quantinno Capital Management
New York
$5.45M +$4.13M +104,529 +422%
MBTD
289
Mechanics Bank - Trust Department
California
$5.44M -$324K -8,196 -6%
MGIA
290
Matthew Goff Investment Advisor
Texas
$5.44M +$389K +9,854 +8%
IA
291
IFG Advisory
Georgia
$5.37M +$255K +6,464 +5%
TC
292
Trust Company
Kansas
$5.34M -$110K -2,775 -2%
TCWA
293
Turtle Creek Wealth Advisors
Texas
$5.32M +$4.75M +120,288 +1,985%
HI
294
Horizon Investments
North Carolina
$5.28M +$2.19M +55,399 +79%
MCM
295
MAI Capital Management
Ohio
$5.27M +$273K +6,928 +6%
GHA
296
Granite Harbor Advisors
Texas
$5.23M -$2.57K -65 -0.1%
IWP
297
Innova Wealth Partners
Pennsylvania
$5.23M -$7.54K -191 -0.2%
CWA
298
Continuum Wealth Advisors
New York
$5.19M +$4.87M +123,313 New
SSB
299
Sandy Spring Bank
Maryland
$5.19M -$180K -4,560 -4%
CWM
300
Chicago Wealth Management
Illinois
$5.17M +$4.85M +122,768 New

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.