We are live on ! Find out more
XLF icon

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
FT
476
Fiduciary Trust
Massachusetts
$1.9M +$5.02K +145 +0.3%
BCA
477
Bay Colony Advisors
Massachusetts
$1.88M +$434K +12,524 +34%
NCM
478
Next Capital Management
New York
$1.87M -$1.14M -32,857 -40%
QFA
479
Quattro Financial Advisors
Texas
$1.85M -$1.88M -54,321 -100%
CSPIA
480
Cary Street Partners Investment Advisory
Virginia
$1.84M +$467K +13,502 +38%
BFG
481
Beacon Financial Group
Texas
$1.84M +$415 +12 +0%
NCM
482
Nelson Capital Management
California
$1.84M +$26.6K +768 +2%
DLHL
483
Donald L. Hagan LLC
Florida
$1.83M +$110K +3,172 +7%
SIA
484
Soltis Investment Advisors
Utah
$1.83M +$1.69M +48,693 New
BJL
485
Brighton Jones LLC
Washington
$1.83M +$45K +1,299 +3%
RFC
486
Regions Financial Corp
Alabama
$1.81M +$40.4K +1,166 +2%
MAG
487
M3 Advisory Group
Massachusetts
$1.81M +$1.66M +48,092 New
WS
488
Wedbush Securities
California
$1.8M -$115K -3,311 -6%
BCM
489
Boltwood Capital Management
California
$1.8M +$74.6K +2,155 +5%
Northwestern Mutual Wealth Management
490
Northwestern Mutual Wealth Management
Wisconsin
$1.79M +$15.3K +442 +0.9%
MAM
491
MMA Asset Management
Pennsylvania
$1.79M -$108K -3,122 -6%
SF
492
Synovus Financial
Georgia
$1.78M +$14.7K +424 +0.9%
CC
493
Centiva Capital
New York
$1.78M -$402K -11,612 -20%
CWA
494
Clarity Wealth Advisors
California
$1.78M -$46K -1,329 -3%
SG
495
Sharper & Granite
California
$1.78M +$20.3K +585 +1%
DCM
496
Dimension Capital Management
Florida
$1.77M -$22.7K -656 -1%
LF
497
LifePlan Financial
Minnesota
$1.77M +$1.63M +47,146 New
RFO
498
RiverGlades Family Offices
Florida
$1.77M -$21.3K -615 -1%
MWM
499
Mission Wealth Management
California
$1.76M -$34.8K -1,006 -2%
Two Sigma Investments
500
Two Sigma Investments
New York
$1.76M +$1.62M +46,740 New

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.