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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
NMG
301
New Millennium Group
Utah
$5.12M +$600K +15,209 +14%
VVP
302
Venture Visionary Partners
Ohio
$5.12M +$430K +10,881 +10%
EL
303
Essex LLC
Illinois
$5.05M +$528K +13,385 +13%
TTWM
304
TCV Trust & Wealth Management
Virginia
$5.02M -$102K -2,584 -2%
CTC
305
Central Trust Company
Missouri
$4.91M -$60.9K -1,543 -1%
SCA
306
Snowden Capital Advisors
New York
$4.88M +$647K +16,392 +16%
VWM
307
Venturi Wealth Management
Texas
$4.86M +$1.78M +44,994 +64%
VIA
308
Vickerman Investment Advisors
Washington
$4.85M +$207K +5,243 +5%
SPC
309
Sigma Planning Corp
Michigan
$4.84M +$1.56M +39,570 +53%
HNB
310
Huntington National Bank
Ohio
$4.8M
KPWS
311
Kestra Private Wealth Services
Texas
$4.8M +$1.14M +28,827 +34%
FMC
312
First Merchants Corp
Indiana
$4.79M -$119K -3,014 -3%
RA
313
RFG Advisory
Alabama
$4.79M +$2.31M +58,506 +106%
SB
314
Simmons Bank
Arkansas
$4.74M +$36.5K +924 +0.8%
IFWM
315
Institute for Wealth Management
Colorado
$4.72M -$30K -761 -0.7%
SWM
316
Stockman Wealth Management
Montana
$4.72M +$244K +6,188 +6%
LG
317
Leuthold Group
Minnesota
$4.71M +$2.37M +59,978 +116%
LA
318
LM Advisors
California
$4.7M +$3.27M +82,740 +286%
EF
319
Empowered Funds
Pennsylvania
$4.69M +$4.39M +111,238 New
CF
320
Clarity Financial
Texas
$4.68M -$4.93K -125 -0.1%
OIA
321
OneDigital Investment Advisors
Kansas
$4.67M +$88.6K +2,245 +2%
YAVAPFMC
322
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.66M
GPFA
323
Game Plan Financial Advisors
Ohio
$4.63M -$162K -4,100 -4%
AC
324
ASB Consultores
Florida
$4.61M -$118 -3 -0%
WWM
325
Western Wealth Management
Colorado
$4.61M +$38.3K +969 +0.9%

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.