We are live on ! Find out more
XLF icon

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
AIP
326
Ameritas Investment Partners
Nebraska
$4.59M +$635K +16,094 +17%
LNC
327
Lincoln National Corp
Pennsylvania
$4.59M -$248K -6,287 -5%
LFPWM
328
Leicht Financial Planning & Wealth Management
New Jersey
$4.58M -$367K -9,304 -8%
ACS
329
Archford Capital Strategies
Illinois
$4.58M -$6.75K -171 -0.2%
FAIM
330
Financial Advocates Investment Management
Washington
$4.57M +$1.83M +46,315 +71%
BBP
331
Banco BTG Pactual
Brazil
$4.52M +$1.26M +31,925 +42%
BRWA
332
B. Riley Wealth Advisors
Florida
$4.49M -$479K -12,125 -8%
Two Sigma Investments
333
Two Sigma Investments
New York
$4.47M +$2.35M +59,480 +127%
GLA
334
Great Lakes Advisors
Illinois
$4.47M -$19.3K -489 -0.5%
FCI
335
Financial Counselors Inc
Kansas
$4.46M -$77K -1,951 -2%
TFA
336
Transamerica Financial Advisors
Florida
$4.46M +$1.23M +31,233 +42%
ZIG
337
Zullo Investment Group
Pennsylvania
$4.41M +$38.5K +974 +0.9%
WC
338
Wexford Capital
Florida
$4.38M +$4.1M +103,976 New
RT
339
Rockland Trust
Massachusetts
$4.37M -$267K -6,772 -6%
NA
340
NewEdge Advisors
Louisiana
$4.37M -$616K -15,615 -13%
BPA
341
Beacon Pointe Advisors
California
$4.31M +$586K +14,836 +17%
BCM
342
Beaumont Capital Management
Massachusetts
$4.3M -$644K -16,306 -14%
LWANC
343
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.27M +$50.4K +1,276 +1%
RIA
344
Realta Investment Advisors
Delaware
$4.26M +$862K +21,828 +27%
HCP
345
Holt Capital Partners
Texas
$4.26M -$48K -1,215 -1%
ARG
346
Advisory Resource Group
Oklahoma
$4.24M +$486K +12,310 +14%
AAS
347
Ameritas Advisory Services
Nebraska
$4.2M +$2.8M +70,848 +227%
WS
348
Wela Strategies
Georgia
$4.19M -$1.47M -37,117 -27%
TCA
349
Transcend Capital Advisors
New Jersey
$4.18M +$1.79M +45,247 +84%
JF
350
Jump Financial
Illinois
$4.17M +$3.91M +99,088 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.