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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
WFA
451
West Financial Advisors
Iowa
$2.06M +$1.9M +54,817 New
CWA
452
Clarus Wealth Advisors
Arizona
$2.05M +$1.9M +54,981 New
OBWG
453
Onyx Bridge Wealth Group
New York
$2.04M -$6.5M -187,816 -78%
TCA
454
Transcend Capital Advisors
New Jersey
$2.03M -$242K -6,989 -11%
IFPG
455
Intrepid Financial Planning Group
Indiana
$2.01M -$159K -4,595 -8%
RJT
456
Raymond James Trust
Florida
$2M -$272K -7,871 -13%
WI
457
Wintrust Investments
Illinois
$2M -$516K -14,917 -21%
GCA
458
Greenwood Capital Associates
South Carolina
$1.99M +$286K +8,267 +18%
SFM
459
Signet Financial Management
New Jersey
$1.99M +$544K +15,717 +42%
KFGK
460
Keystone Financial Group (Kentucky)
Kentucky
$1.98M -$130K -3,763 -7%
KA
461
Kovack Advisors
Florida
$1.97M +$241K +6,960 +15%
AF
462
Allworth Financial
California
$1.97M -$1.03M -29,865 -36%
Fisher Asset Management
463
Fisher Asset Management
Washington
$1.97M -$51.9K -1,498 -3%
LG
464
Leuthold Group
Minnesota
$1.95M +$163K +4,701 +10%
NLP
465
Next Level Private
New York
$1.95M -$5.61K -162 -0.3%
APF
466
Alaska Permanent Fund
Alaska
$1.94M
WWM
467
Waterway Wealth Management
Texas
$1.94M +$1.78M +51,551 New
WANY
468
Wealthspire Advisors (New York)
New York
$1.94M +$493K +14,233 +38%
RFN
469
RDA Financial Network
Iowa
$1.93M -$19.4K -560 -1%
FB
470
First Bancorp
Maine
$1.93M +$96.6K +2,791 +6%
WCM
471
Windsor Capital Management
Arizona
$1.93M +$10.1K +293 +0.6%
GA
472
GFS Advisors
Texas
$1.92M -$53.3K -1,540 -3%
AI
473
Atom Investors
Texas
$1.92M +$246K +7,094 +16%
SW
474
SteelPeak Wealth
California
$1.91M -$415 -12 -0%
MWM
475
Massachusetts Wealth Management
Massachusetts
$1.9M +$221K +6,375 +14%

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.