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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
MC
351
Martin & Co
Tennessee
$4.17M -$80.2K -2,032 -2%
SMC
352
Smith, Moore & Co
Missouri
$4.14M -$109K -2,766 -3%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$4.07M +$1.37M +34,806 +56%
FFN
354
Focus Financial Network
Minnesota
$4.04M +$193K +4,892 +5%
WT
355
Washington Trust
Rhode Island
$4.02M +$1.03K +26 +0%
FRM
356
Fox Run Management
Connecticut
$4.02M -$4.4M -111,400 -54%
AF
357
Allworth Financial
California
$3.99M +$1.67M +42,408 +81%
APW
358
Acima Private Wealth
Virginia
$3.98M
IFG
359
Independent Financial Group
California
$3.96M +$849K +21,519 +30%
Bank of New York Mellon
360
Bank of New York Mellon
New York
$3.94M +$78.1K +1,979 +2%
CB
361
Commerce Bank
Missouri
$3.92M -$276K -7,004 -7%
DADC
362
D.A. Davidson & Co
Montana
$3.9M -$9.36K -237 -0.3%
IWMWV
363
Ironwood Wealth Management (West Virginia)
West Virginia
$3.88M +$8.76K +222 +0.2%
SWP
364
Stratos Wealth Partners
Ohio
$3.85M -$2.72M -68,924 -43%
CW
365
Cooksen Wealth
Texas
$3.83M +$230K +5,829 +7%
PWLP
366
Prio Wealth Limited Partnership
Massachusetts
$3.82M -$790 -20 -0%
JWCA
367
J.W. Cole Advisors
Florida
$3.81M -$9.08K -230 -0.3%
BAM
368
Belpointe Asset Management
Nevada
$3.81M +$2.55M +64,628 +250%
WWM
369
WT Wealth Management
Arizona
$3.81M +$107K +2,715 +3%
SFS
370
Sowell Financial Services
Arkansas
$3.8M -$625K -15,842 -15%
VCM
371
Virtue Capital Management
Tennessee
$3.79M +$3.72M +94,268 New
GVAG
372
Great Valley Advisor Group
Delaware
$3.76M -$52K -1,318 -1%
FHA
373
Flagship Harbor Advisors
Massachusetts
$3.75M +$147K +3,722 +4%
NL
374
NWAM LLC
Washington
$3.69M +$276K +7,003 +8%
TIAA Trust, National Association
375
TIAA Trust, National Association
North Carolina
$3.68M -$28.7K -727 -0.8%

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.