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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
HI
376
Harbour Investments
Wisconsin
$2.84M -$215K -6,224 -8%
Chevy Chase Trust
377
Chevy Chase Trust
Maryland
$2.84M +$1.95M +56,391 +293%
BBP
378
Banco BTG Pactual
Brazil
$2.84M +$2.61M +75,337 New
CA
379
Clearstead Advisors
Ohio
$2.84M -$3.15M -91,014 -55%
SPC
380
Sigma Planning Corp
Michigan
$2.83M -$3.16M -91,330 -55%
PAS
381
Park Avenue Securities
New York
$2.81M +$400K +11,545 +18%
TFA
382
Transamerica Financial Advisors
Florida
$2.81M +$667K +19,278 +35%
SJIM
383
St. Johns Investment Management
Florida
$2.8M +$15.5K +447 +0.6%
FFL
384
Financial Freedom LLC
Ohio
$2.79M +$1.02M +29,495 +66%
MCM
385
MontVue Capital Management
Virginia
$2.79M +$2.57M +74,252 New
TPWA
386
TRUE Private Wealth Advisors
Oregon
$2.79M -$875K -25,288 -25%
BOPW
387
Brandywine Oak Private Wealth
Pennsylvania
$2.78M -$145K -4,195 -5%
WA
388
WP Advisors
California
$2.77M +$11.9K +345 +0.5%
BCA
389
Bray Capital Advisors
Florida
$2.77M +$69 +2 +0%
AWA
390
Arkadios Wealth Advisors
Georgia
$2.75M -$529K -15,293 -17%
GT
391
Glenmede Trust
Pennsylvania
$2.73M +$186K +5,387 +8%
CFD
392
Creative Financial Designs
Indiana
$2.73M +$88.8K +2,565 +4%
MPPLM
393
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.72M +$2.51M +72,452 New
IFG
394
Independent Financial Group
California
$2.72M -$629K -18,180 -20%
TH
395
TCTC Holdings
Texas
$2.72M -$104K -2,991 -4%
FDCDDQ
396
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.71M +$79.2K +2,289 +3%
ABC
397
Associated Banc-Corp
Wisconsin
$2.68M +$154K +4,439 +7%
KeyBank National Association
398
KeyBank National Association
Ohio
$2.67M -$350K -10,124 -12%
VWM
399
Venturi Wealth Management
Texas
$2.65M -$990K -28,604 -29%
HI
400
Horizon Investments
North Carolina
$2.63M -$754K -21,774 -24%

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.