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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
Asset Management One
326
Asset Management One
Japan
$3.71M -$743K -21,470 -18%
FFN
327
Focus Financial Network
Minnesota
$3.63M +$500K +14,442 +18%
IWMWV
328
Ironwood Wealth Management (West Virginia)
West Virginia
$3.59M +$94.4K +2,728 +3%
WT
329
Washington Trust
Rhode Island
$3.59M +$331K +9,553 +11%
RAM
330
Readystate Asset Management
Illinois
$3.56M +$3.28M +94,794 New
APW
331
Acima Private Wealth
Virginia
$3.56M
LWM
332
Lionsbridge Wealth Management
Florida
$3.55M +$1.06M +30,580 +48%
AIP
333
Ameritas Investment Partners
Nebraska
$3.49M +$3.15M +90,979 +4,801%
DADC
334
D.A. Davidson & Co
Montana
$3.49M -$55.2K -1,594 -2%
Bank of New York Mellon
335
Bank of New York Mellon
New York
$3.45M -$1.06M -30,670 -25%
LFAS
336
Level Four Advisory Services
Texas
$3.42M -$405K -11,695 -11%
JWCA
337
J.W. Cole Advisors
Florida
$3.42M +$401K +11,579 +15%
CAC
338
Core Alternative Capital
Georgia
$3.41M +$2.93M +84,515 +1,350%
PWLP
339
Prio Wealth Limited Partnership
Massachusetts
$3.41M -$502K -14,490 -14%
Renaissance Technologies
340
Renaissance Technologies
New York
$3.41M +$2.38M +68,610 +310%
EP
341
Eudaimonia Partners
Tennessee
$3.41M -$282K -8,152 -8%
GVAG
342
Great Valley Advisor Group
Delaware
$3.41M -$476K -13,737 -13%
ARG
343
Advisory Resource Group
Oklahoma
$3.32M +$94.5K +2,731 +3%
TIAA Trust, National Association
344
TIAA Trust, National Association
North Carolina
$3.31M -$222K -6,403 -7%
BCM
345
BlueCrest Capital Management
Jersey
$3.31M
WWM
346
WT Wealth Management
Arizona
$3.3M +$3.04M +87,724 New
BPA
347
Beacon Pointe Advisors
California
$3.29M +$9.83K +284 +0.3%
MWM
348
Meridian Wealth Management
Kentucky
$3.28M -$167K -4,828 -5%
SI
349
Symmetry Investments
Jersey
$3.27M -$3M -86,630 -50%
RWA
350
Roberts Wealth Advisors
California
$3.26M -$1.77K -51 -0.2%

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.