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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
SFG
551
Summit Financial Group
West Virginia
$1.68M +$251K +6,365 +19%
EMAM
552
Encompass More Asset Management
California
$1.68M +$662K +16,770 +73%
BAAM
553
Baker Avenue Asset Management
California
$1.68M +$106K +2,690 +7%
CL
554
CSS LLC
Illinois
$1.64M +$141K +3,581 +10%
PTC
555
Private Trust Company
Ohio
$1.63M +$1.54K +39 +0.1%
CCB
556
Country Club Bank
Missouri
$1.63M -$42.8K -1,084 -3%
NFP
557
Narus Financial Partners
Utah
$1.62M +$90.4K +2,290 +6%
TCM
558
Triumph Capital Management
Colorado
$1.6M +$1.29M +32,742 +591%
OPWM
559
Oxinas Partners Wealth Management
Indiana
$1.59M +$115K +2,908 +8%
PVI
560
Pine Valley Investments
New Jersey
$1.59M -$204K -5,178 -12%
MIM
561
MTM Investment Management
South Carolina
$1.58M +$13.1K +332 +0.9%
SIC
562
Sigma Investment Counselors
Michigan
$1.58M -$44.2K -1,120 -3%
OCM
563
One Capital Management
California
$1.58M -$68.3K -1,731 -4%
PCIA
564
Prime Capital Investment Advisors
Kansas
$1.57M -$11.1M -282,346 -88%
AIP
565
ARS Investment Partners
New York
$1.57M -$20.8K -528 -1%
NFG
566
Nations Financial Group
Iowa
$1.56M -$11.6K -293 -0.8%
CI
567
Cavalier Investments
Georgia
$1.56M +$81.8K +2,073 +6%
BOM
568
Bank of Marin
California
$1.56M +$6.16K +156 +0.4%
EWM
569
EPG Wealth Management
Georgia
$1.56M +$17K +430 +1%
EGA
570
E&G Advisors
Texas
$1.55M -$92.6K -2,345 -6%
PA
571
Parallel Advisors
California
$1.53M +$163K +4,117 +13%
ARC
572
Advisor Resource Council
Texas
$1.51M -$9.01M -228,305 -85%
PT
573
Plimoth Trust
Massachusetts
$1.51M -$51.6K -1,306 -4%
ISL
574
Ingalls & Snyder LLC
New York
$1.5M -$24.1K -611 -2%
SP
575
Symmetry Partners
Connecticut
$1.5M +$1.41M +35,690 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.