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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
LFA
426
Laraway Financial Advisors
Minnesota
$2.33M -$2.32K -67 -0.1%
Envestnet Portfolio Solutions
427
Envestnet Portfolio Solutions
Illinois
$2.32M +$608K +17,552 +40%
PFS
428
Prospera Financial Services
Texas
$2.32M -$19.1K -551 -0.9%
HWM
429
HB Wealth Management
Georgia
$2.3M +$144K +4,163 +7%
GIM
430
Gold Investment Management
Alberta, Canada
$2.3M +$2.12M +61,172 New
BFS
431
Bradley Foster & Sargent
Connecticut
$2.28M -$107K -3,087 -5%
VFA
432
Valeo Financial Advisors
Indiana
$2.26M -$19.6K -565 -0.9%
SIA
433
SkyView Investment Advisors
New Jersey
$2.26M +$1.38M +39,967 +200%
GWM
434
Greenwich Wealth Management
Connecticut
$2.25M +$82.1K +2,372 +4%
S4W
435
Solutions 4 Wealth
Texas
$2.25M +$2.07M +59,892 New
AWM
436
Avitas Wealth Management
California
$2.23M +$506K +14,620 +33%
TSS
437
Two Sigma Securities
New York
$2.21M +$1.17M +33,837 +136%
SI
438
Stephens Inc
Arkansas
$2.2M -$1.61M -46,612 -44%
CA
439
Corrado Advisors
New Jersey
$2.18M +$26.2K +756 +1%
LWM
440
Laidlaw Wealth Management
New York
$2.17M -$43.6K -1,259 -2%
G
441
GenTrust
Florida
$2.15M +$1.98M +57,262 New
MIM
442
Miller Investment Management
Pennsylvania
$2.15M
H
443
HoyleCohen
California
$2.15M +$192K +5,546 +11%
EA
444
Eudaimonia Advisors
Tennessee
$2.13M -$259K -7,467 -12%
KCM
445
Kennicott Capital Management
California
$2.12M -$95.9K -2,771 -5%
CAL
446
Capital Advisors Ltd
Ohio
$2.12M -$297K -8,567 -13%
SC
447
Sierra Capital
Florida
$2.11M +$415 +12 +0%
CL
448
CIM LLC
New York
$2.08M +$589 +17 +0%
RWG
449
Ratio Wealth Group
Colorado
$2.08M -$370K -10,700 -16%
RA
450
RFG Advisory
Alabama
$2.07M +$758K +21,904 +66%

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.