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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
RWG
476
Ratio Wealth Group
Colorado
$2.28M -$47.2K -1,196 -2%
SW
477
Simplicity Wealth
New Jersey
$2.27M +$2.12M +53,830 New
KFGK
478
Keystone Financial Group (Kentucky)
Kentucky
$2.27M +$47.8K +1,211 +2%
CWA
479
Clarus Wealth Advisors
Arizona
$2.23M -$17.4K -442 -0.8%
IFPG
480
Intrepid Financial Planning Group
Indiana
$2.2M -$54.3K -1,375 -3%
Fisher Asset Management
481
Fisher Asset Management
Washington
$2.2M -$5.96K -151 -0.3%
CL
482
CIM LLC
New York
$2.18M -$7.26K -184 -0.4%
NCM
483
Nelson Capital Management
California
$2.17M +$110K +2,785 +6%
APF
484
Alaska Permanent Fund
Alaska
$2.17M
WB
485
WesBanco Bank
West Virginia
$2.17M +$1.21M +30,553 +146%
BJL
486
Brighton Jones LLC
Washington
$2.17M +$112K +2,831 +6%
WCM
487
Windsor Capital Management
Arizona
$2.17M +$4.97K +126 +0.2%
RFN
488
RDA Financial Network
Iowa
$2.17M
FB
489
First Bancorp
Maine
$2.16M
Man Group
490
Man Group
United Kingdom
$2.16M -$29M -733,578 -93%
IAIM
491
International Assets Investment Management
Florida
$2.15M +$240K +6,072 +13%
GA
492
GFS Advisors
Texas
$2.15M
MAG
493
M3 Advisory Group
Massachusetts
$2.15M +$115K +2,915 +6%
SIA
494
Soltis Investment Advisors
Utah
$2.14M +$81.6K +2,066 +4%
CW
495
CreativeOne Wealth
Kansas
$2.13M +$1.47M +37,117 +277%
NLP
496
Next Level Private
New York
$2.12M -$50.8K -1,286 -2%
WI
497
Wintrust Investments
Illinois
$2.12M -$61.7K -1,562 -3%
SW
498
SteelPeak Wealth
California
$2.12M -$18K -455 -0.9%
QFA
499
Quattro Financial Advisors
Texas
$2.11M +$1.98M +50,168 +132,021%
Walleye Capital
500
Walleye Capital
New York
$2.08M +$1.95M +49,475 New

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.