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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
SF
501
Synovus Financial
Georgia
$2.08M +$75.5K +1,912 +4%
WWM
502
Waterway Wealth Management
Texas
$2.08M -$88.3K -2,238 -4%
CA
503
Crumly & Associates
Illinois
$2.07M -$3.13M -79,231 -62%
Wealthfront Advisers
504
Wealthfront Advisers
California
$2.07M +$116K +2,945 +6%
ES
505
Eagle Strategies
New York
$2.06M +$1.93M +48,845 New
CGFA
506
Colton Groome Financial Advisors
North Carolina
$2.05M +$124K +3,150 +7%
MWM
507
Mission Wealth Management
California
$2.04M +$63.9K +1,618 +3%
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$2.02M +$9.79K +248 +0.5%
BFG
509
Beacon Financial Group
Texas
$2.02M -$37.6K -952 -2%
BCM
510
Boltwood Capital Management
California
$2.02M +$5.92K +150 +0.3%
RC
511
Rovin Capital
Arizona
$2.02M +$178K +4,508 +10%
OCPWS
512
One Charles Private Wealth Services
Massachusetts
$2.02M +$469K +11,879 +33%
BCA
513
Bay Colony Advisors
Massachusetts
$1.99M -$102K -2,592 -5%
HIC
514
Hartline Investment Corp
Illinois
$1.99M +$1.87M +47,317 New
DCM
515
Dimension Capital Management
Florida
$1.99M +$4.26K +108 +0.2%
VI
516
Vestcor Inc
New Brunswick, Canada
$1.99M +$1.86M +47,200 New
EA
517
Eudaimonia Advisors
Tennessee
$1.98M -$385K -9,747 -17%
RFN
518
Redwood Financial Network
Ohio
$1.97M +$168K +4,266 +10%
RFC
519
Regions Financial Corp
Alabama
$1.97M -$61.1K -1,548 -3%
AWM
520
Avior Wealth Management
Nebraska
$1.96M +$1.8M +45,652 +5,494%
RA
521
Rockingstone Advisors
Massachusetts
$1.95M +$39K +988 +2%
BA
522
Birinyi Associates
Connecticut
$1.94M +$1.82M +46,160 New
PWM
523
Perigon Wealth Management
California
$1.93M +$68.2K +1,728 +4%
FHA
524
First Horizon Advisors
Tennessee
$1.92M +$44.5K +1,127 +3%
BWM
525
Birchcreek Wealth Management
Ohio
$1.9M +$5.05K +128 +0.3%

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.