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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
SFA
376
Sequoia Financial Advisors
Ohio
$3.66M +$680K +17,222 +25%
KP
377
Keel Point
Alabama
$3.65M +$337K +8,539 +11%
Brown Advisory
378
Brown Advisory
Maryland
$3.56M +$14.7K +372 +0.4%
IAMOG
379
Investors Asset Management of Georgia
Georgia
$3.54M -$60.9K -1,542 -2%
PAMG
380
Patton Albertson Miller Group
Tennessee
$3.54M -$51.1K -1,295 -2%
CHC
381
City Holding Co
West Virginia
$3.53M -$9.87K -250 -0.3%
EIP
382
Ellis Investment Partners
Pennsylvania
$3.48M -$73.7K -1,867 -2%
GRP
383
Global Retirement Partners
California
$3.48M +$65.7K +1,664 +2%
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$3.47M -$147K -3,735 -4%
HH
385
Hilltop Holdings
Texas
$3.47M -$97.5K -2,471 -3%
GM
386
GeoWealth Management
Illinois
$3.47M +$2.17M +55,023 +202%
HI
387
Harbour Investments
Wisconsin
$3.46M +$258K +6,543 +9%
WIM
388
Westside Investment Management
California
$3.44M -$4.54K -115 -0.1%
IAS
389
Insigneo Advisory Services
Florida
$3.43M -$11.5K -292 -0.4%
LFAS
390
Level Four Advisory Services
Texas
$3.42M
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.41M +$363K +9,201 +13%
Balyasny Asset Management
392
Balyasny Asset Management
Illinois
$3.4M -$105M -2,667,154 -97%
CFD
393
Creative Financial Designs
Indiana
$3.38M +$304K +7,703 +11%
AI
394
Atom Investors
Texas
$3.38M +$1.15M +29,129 +57%
FFL
395
Financial Freedom LLC
Ohio
$3.33M +$190K +4,819 +6%
SI
396
Stephens Inc
Arkansas
$3.31M +$796K +20,152 +34%
TB
397
Treynor Bancshares
Iowa
$3.31M -$869K -22,010 -22%
EWM
398
Evercore Wealth Management
New York
$3.26M -$39.9K -1,010 -1%
CI
399
CX Institutional
Indiana
$3.24M -$2.77M -70,173 -48%
BL
400
BFSG LLC
California
$3.22M +$315K +7,991 +12%

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.