We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

1,816 hedge funds and large institutions have $39.7B invested in State Street Financial Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 762 increasing their positions, 590 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 109

29% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 590

8% more capital invested

Capital invested by funds: $36.9B → $39.7B (+$2.77B)

1% more funds holding

Funds holding: 1,8021,816 (+14)

2.91% less ownership

Funds ownership: 74.47%71.56% (-2.9%)

17% less funds holding in top 10

Funds holding in top 10: 10385 (-18)

42% less call options, than puts

Call options by funds: $8.57B | Put options by funds: $14.7B

Holders
1,816
Holders Change
+14
Holders Change %
+0.78%
% of All Funds
23.83%
Holding in Top 10
85
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-17.48%
% of All Funds
1.12%
New
152
Increased
762
Reduced
590
Closed
109
Calls
$8.57B
Puts
$14.7B
Net Calls
-$6.15B
Net Calls Change
-$389M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
351
Baker Avenue Asset Management
California
$5.8M -$573K -10,809 -9%
AWMT
352
AAFMAA Wealth Management & Trust
North Carolina
$5.79M +$96.8K +1,826 +2%
SB
353
Simmons Bank
Arkansas
$5.74M +$41K +774 +0.7%
IFWM
354
Institute for Wealth Management
Colorado
$5.71M -$83.3K -1,572 -1%
PCA
355
Pallas Capital Advisors
Massachusetts
$5.7M +$13.6K +256 +0.2%
AFP
356
Ausdal Financial Partners
Iowa
$5.68M +$2.01M +37,927 +56%
FMC
357
First Merchants Corp
Indiana
$5.68M -$569K -10,733 -9%
CPA
358
Capital Planning Advisors
California
$5.67M -$310K -5,855 -5%
ZIG
359
Zullo Investment Group
Pennsylvania
$5.67M +$51.2K +966 +0.9%
CW
360
Cooksen Wealth
Texas
$5.65M +$298K +5,627 +6%
CTC
361
Central Trust Company
Missouri
$5.52M -$145K -2,737 -3%
MHIP
362
Mountain Hill Investment Partners
New Jersey
$5.52M -$10.6K -200 -0.2%
MWM
363
Massachusetts Wealth Management
Massachusetts
$5.52M +$540K +10,195 +11%
NL
364
NWAM LLC
Washington
$5.51M -$49.7K -938 -0.9%
CWMGO
365
Capstone Wealth Management Group (Oregon)
Oregon
$5.49M -$58.2K -1,099 -1%
GRP
366
Global Retirement Partners
California
$5.47M -$1.82M -34,334 -25%
NWWA
367
New Wave Wealth Advisors
Arkansas
$5.39M -$49.7K -938 -0.9%
WA
368
Waverly Advisors
Alabama
$5.33M +$850K +16,037 +19%
CB
369
Commerce Bank
Missouri
$5.33M +$39.6K +748 +0.8%
GA
370
Guerra Advisors
Florida
$5.3M -$2.44M -45,970 -32%
IUHSA
371
Itau Unibanco Holding S.A.
Brazil
$5.28M -$81.9M -1,546,470 -94%
LFPWM
372
Leicht Financial Planning & Wealth Management
New Jersey
$5.26M -$10.3K -195 -0.2%
FFN
373
Focus Financial Network
Minnesota
$5.25M -$722K -13,631 -12%
MT
374
Midwest Trust
Kansas
$5.24M -$183K -3,451 -3%
TIAA Trust, National Association
375
TIAA Trust, National Association
North Carolina
$5.23M -$506K -9,548 -9%

XLF Hedge Fund Activity: Q3 2025 in Review

1,816 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2025, worth a combined $39.7B — up 7.5% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new XLF positions and 109 closed out — a net gain of 43 holders — while 762 added to existing stakes and 590 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $992M. The largest seller was D.E. Shaw & Co, cutting an estimated $789M.

  • 1,816 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2025, up from 1,802 in Q2 2025.
  • Funds reported $39.7B of State Street Financial Select Sector SPDR ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 152 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2025 and 109 closed out, a net change of +43 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $992M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2025 was D.E. Shaw & Co, an estimated $789M sold.

Based on aggregated 13F filings for Q3 2025.