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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
FMTCOCP
426
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.91M -$283K -7,166 -9%
WF
427
Warner Financial
Maryland
$2.91M -$10.1K -256 -0.4%
BCA
428
Bray Capital Advisors
Florida
$2.9M -$189K -4,782 -6%
KCM
429
Kennicott Capital Management
California
$2.89M +$484K +12,248 +22%
TW
430
TrinityPoint Wealth
Connecticut
$2.88M +$2.28M +57,704 +536%
BCI
431
Brinker Capital Investments
Pennsylvania
$2.86M +$254K +6,435 +10%
OPS
432
Orion Portfolio Solutions
Nebraska
$2.86M +$254K +6,435 +10%
CWM
433
Cornerstone Wealth Management
Missouri
$2.84M +$96.5K +2,444 +4%
BPC
434
Banque Pictet & Cie
Switzerland
$2.83M -$27.6K -700 -1%
FNBOH
435
First National Bank of Hutchinson
Kansas
$2.82M
TH
436
TCTC Holdings
Texas
$2.82M -$217K -5,500 -8%
BWM
437
BigSur Wealth Management
Florida
$2.82M +$1.68M +42,570 +175%
MPPLM
438
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.8M -$239K -6,043 -8%
JWA
439
JFS Wealth Advisors
Pennsylvania
$2.77M +$64.7K +1,638 +3%
GWM
440
Greenwich Wealth Management
Connecticut
$2.76M +$221K +5,592 +9%
MCB
441
Morton Community Bank
Illinois
$2.75M +$5.61K +142 +0.2%
CL
442
Cabana LLC
Arkansas
$2.75M +$109K +2,758 +4%
CWM
443
Chesapeake Wealth Management
Virginia
$2.71M -$25.7K -650 -1%
SIA
444
SkyView Investment Advisors
New Jersey
$2.69M +$158K +3,991 +7%
LWM
445
Lionsbridge Wealth Management
Florida
$2.69M -$1.2M -30,484 -32%
PCA
446
Peddock Capital Advisors
Massachusetts
$2.68M -$71.7K -1,817 -3%
AFM
447
Abbot Financial Management
Massachusetts
$2.67M -$592 -15 -0%
CTA
448
Camelot Technology Advisors
California
$2.65M +$27.8K +703 +1%
HIP
449
Harrell Investment Partners
Texas
$2.65M +$2.49M +62,963 New
GFS
450
GYL Financial Synergies
Connecticut
$2.64M -$18.9K -480 -0.8%

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.