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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
SFA
401
Sequoia Financial Advisors
Ohio
$2.62M -$404K -11,660 -14%
BRG
402
Bay Rivers Group
Virginia
$2.62M +$64.5K +1,863 +3%
WF
403
Warner Financial
Maryland
$2.61M +$66.6K +1,925 +3%
PFP
404
Paragon Financial Partners
California
$2.59M -$89.6K -2,588 -4%
FAIM
405
Financial Advocates Investment Management
Washington
$2.59M -$256K -7,403 -10%
BL
406
BFSG LLC
California
$2.58M +$174K +5,022 +8%
BPC
407
Banque Pictet & Cie
Switzerland
$2.55M -$249K -7,187 -10%
Deutsche Bank
408
Deutsche Bank
Germany
$2.54M +$80.7K +2,330 +4%
FNBOH
409
First National Bank of Hutchinson
Kansas
$2.52M -$18.5K -535 -0.8%
PCA
410
Peddock Capital Advisors
Massachusetts
$2.46M -$62.6K -1,807 -3%
MCB
411
Morton Community Bank
Illinois
$2.45M +$2.26M +65,227 New
CWM
412
Cornerstone Wealth Management
Missouri
$2.45M -$203K -5,865 -8%
CWM
413
Chesapeake Wealth Management
Virginia
$2.44M -$45K -1,300 -2%
JWA
414
JFS Wealth Advisors
Pennsylvania
$2.41M +$47.7K +1,379 +2%
OIM
415
Orca Investment Management
Oregon
$2.39M +$97.7K +2,822 +5%
AFM
416
Abbot Financial Management
Massachusetts
$2.38M +$81.6K +2,358 +4%
BCFS
417
Butensky & Cohen Financial Security
Florida
$2.38M -$18.4K -531 -0.8%
GFS
418
GYL Financial Synergies
Connecticut
$2.38M -$17.3K -500 -0.8%
PCM
419
Poehling Capital Management
Wisconsin
$2.35M -$29.5K -853 -1%
CL
420
Cabana LLC
Arkansas
$2.35M +$2.16M +62,457 New
CTA
421
Camelot Technology Advisors
California
$2.34M +$2.16M +62,306 New
MFS
422
Mirabella Financial Services
United Kingdom
$2.34M -$680K -19,653 -24%
HNW
423
High Note Wealth
Minnesota
$2.34M -$40.9K -1,182 -2%
BCI
424
Brinker Capital Investments
Pennsylvania
$2.33M -$500K -14,454 -19%
OPS
425
Orion Portfolio Solutions
Nebraska
$2.33M -$500K -14,454 -19%

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.