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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
FA
401
Fagan Associates
New York
$3.2M +$4.74K +120 +0.2%
FT
402
Fiduciary Trust
Massachusetts
$3.2M +$1.01M +25,526 +51%
SC
403
Sierra Capital
Florida
$3.16M +$748K +18,945 +34%
BFEC
404
Benjamin F. Edwards & Company
Missouri
$3.15M +$1.57M +39,680 +113%
RJT
405
Raymond James Trust
Florida
$3.15M +$844K +21,382 +40%
MCM
406
MontVue Capital Management
Virginia
$3.14M +$7.3K +185 +0.2%
BOPW
407
Brandywine Oak Private Wealth
Pennsylvania
$3.13M +$10.4K +264 +0.4%
Deutsche Bank
408
Deutsche Bank
Germany
$3.12M +$252K +6,387 +9%
TPWA
409
TRUE Private Wealth Advisors
Oregon
$3.11M -$9.99K -253 -0.3%
WA
410
WP Advisors
California
$3.1M -$2.96K -75 -0.1%
AWA
411
Arkadios Wealth Advisors
Georgia
$3.09M +$11.8K +299 +0.4%
EP
412
Eudaimonia Partners
Tennessee
$3.09M -$685K -17,363 -19%
EC
413
Estate Counselors
Wisconsin
$3.06M -$261K -6,605 -8%
GT
414
Glenmede Trust
Pennsylvania
$3.05M -$11.7K -297 -0.4%
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
$3.04M -$13.6M -344,610 -83%
CA
416
Clearstead Advisors
Ohio
$3.02M -$116K -2,936 -4%
FIM
417
Freedom Investment Management
Connecticut
$3.02M +$1.58M +40,008 +126%
PFP
418
Paragon Financial Partners
California
$3.01M +$102K +2,584 +4%
DLHL
419
Donald L. Hagan LLC
Florida
$3M +$884K +22,399 +46%
WA
420
Win Advisors
Florida
$2.99M +$998K +25,284 +55%
KeyBank National Association
421
KeyBank National Association
Ohio
$2.98M -$13.7K -348 -0.5%
MMH
422
Menora Mivtachim Holdings
Israel
$2.97M -$163M -4,137,142 -98%
ABC
423
Associated Banc-Corp
Wisconsin
$2.92M -$77.6K -1,967 -3%
BRG
424
Bay Rivers Group
Virginia
$2.92M -$7.89K -200 -0.3%
CAC
425
Core Alternative Capital
Georgia
$2.91M -$854K -21,621 -24%

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.