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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
MAM
526
MMA Asset Management
Pennsylvania
$1.88M -$79.8K -2,021 -4%
SG
527
Sharper & Granite
California
$1.87M -$88.6K -2,245 -5%
JCM
528
Jacobi Capital Management
Pennsylvania
$1.87M +$445K +11,281 +34%
JPLA
529
Joseph P. Lucia & Associates
New York
$1.86M +$328K +8,299 +23%
CWA
530
Clarity Wealth Advisors
California
$1.85M -$137K -3,474 -7%
AF
531
Apexium Financial
Texas
$1.83M +$32.6K +826 +2%
SFP
532
Sandbox Financial Partners
Maryland
$1.83M +$1.71M +43,346 New
CPA
533
Court Place Advisors
Maryland
$1.81M -$59K -1,494 -3%
GGS
534
Galvin Gaustad & Stein
Arizona
$1.8M -$3.76M -95,332 -69%
OIS
535
Okabena Investment Services
Minnesota
$1.8M -$13.2K -334 -0.8%
GCA
536
Greenwood Capital Associates
South Carolina
$1.78M -$426K -10,789 -20%
RFO
537
RiverGlades Family Offices
Florida
$1.77M -$104K -2,640 -6%
HCMG
538
Howard Capital Management Group
California
$1.77M -$41.5K -1,050 -2%
SA
539
Strategic Advisors
New York
$1.76M -$50.3K -1,275 -3%
RCA
540
Ranch Capital Advisors
Florida
$1.76M -$10.9K -277 -0.7%
JIC
541
Johnson Investment Counsel
Ohio
$1.76M +$3.79K +96 +0.2%
PS
542
Principal Securities
Iowa
$1.75M -$32.6K -826 -2%
KCM
543
Kanawha Capital Management
Virginia
$1.74M +$2.17K +55 +0.1%
PC
544
Prairiewood Capital
North Dakota
$1.74M -$29.9K -757 -2%
AWM
545
Activest Wealth Management
Florida
$1.73M +$215K +5,448 +15%
DWM
546
Darwin Wealth Management
Florida
$1.73M -$174K -4,409 -10%
PA
547
Pinnacle Associates
New York
$1.72M +$61.6K +1,561 +4%
SW
548
SVB Wealth
Massachusetts
$1.71M -$25.6K -649 -2%
CAG
549
Crestwood Advisors Group
Massachusetts
$1.7M -$234K -5,916 -13%
GFA
550
Gallagher Fiduciary Advisors
Illinois
$1.69M -$138K -3,506 -8%

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.