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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
HWM
451
HB Wealth Management
Georgia
$2.64M +$55.2K +1,398 +2%
G
452
GenTrust
Florida
$2.6M +$179K +4,540 +8%
HNW
453
High Note Wealth
Minnesota
$2.59M -$30.1K -763 -1%
LFA
454
Laraway Financial Advisors
Minnesota
$2.59M -$18.4K -467 -0.8%
GIM
455
Gold Investment Management
Alberta, Canada
$2.58M +$6.99K +177 +0.3%
SJIM
456
St. Johns Investment Management
Florida
$2.58M -$526K -13,320 -18%
PCM
457
Poehling Capital Management
Wisconsin
$2.58M -$51.5K -1,304 -2%
DILH
458
Dai-ichi Life Holdings
Japan
$2.57M +$2.41M +61,000 New
BCFS
459
Butensky & Cohen Financial Security
Florida
$2.56M -$99.8K -2,527 -4%
BFS
460
Bradley Foster & Sargent
Connecticut
$2.55M -$39 -1 -0%
OIM
461
Orca Investment Management
Oregon
$2.53M -$140K -3,534 -6%
S4W
462
Solutions 4 Wealth
Texas
$2.52M +$1.34K +34 +0.1%
PFS
463
Prospera Financial Services
Texas
$2.52M -$75K -1,901 -3%
H
464
HoyleCohen
California
$2.48M +$65.1K +1,649 +3%
AWM
465
Avitas Wealth Management
California
$2.46M -$41.5K -1,051 -2%
CA
466
Corrado Advisors
New Jersey
$2.42M -$14.3K -361 -0.6%
MIM
467
Miller Investment Management
Pennsylvania
$2.41M
HFS
468
Horizon Financial Services
North Carolina
$2.41M +$650K +16,472 +40%
VFA
469
Valeo Financial Advisors
Indiana
$2.4M -$74.9K -1,898 -3%
LWM
470
Laidlaw Wealth Management
New York
$2.37M -$62.5K -1,584 -3%
CAL
471
Capital Advisors Ltd
Ohio
$2.37M
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
$2.35M +$262K +6,642 +14%
WFA
473
West Financial Advisors
Iowa
$2.33M +$19.9K +505 +0.9%
MWM
474
Massachusetts Wealth Management
Massachusetts
$2.33M +$185K +4,681 +9%
HCMT
475
Highland Capital Management (Tennessee)
Tennessee
$2.29M +$398K +10,081 +23%

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.