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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
IF
576
Intrua Financial
Texas
$1.26M +$440K +12,697 +61%
EFI
577
EHP Funds Inc
Canada
$1.26M +$1.16M +33,400 New
WP
578
WealthShield Partners
North Carolina
$1.25M -$369K -10,649 -24%
TFGT
579
TS Financial Group (TSFG)
Illinois
$1.25M -$1.29M -37,257 -53%
JCM
580
Jacobi Capital Management
Pennsylvania
$1.24M +$27.8K +804 +2%
DIP
581
DT Investment Partners
Pennsylvania
$1.24M -$25K -723 -2%
SP
582
Successful Portfolios
Florida
$1.22M -$7.1K -205 -0.6%
SAM
583
SP Asset Management
California
$1.21M -$25.3K -730 -2%
PA
584
Parallel Advisors
California
$1.21M -$138K -3,976 -11%
NB
585
NBT Bank
New York
$1.21M +$74.5K +2,153 +7%
AAS
586
Ameritas Advisory Services
Nebraska
$1.2M -$2.62M -75,604 -71%
DLCIG
587
D.L. Carlson Investment Group
New Hampshire
$1.2M -$179K -5,170 -15%
CHJWM
588
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M
MIG
589
McGuire Investment Group
Rhode Island
$1.19M -$77.4K -2,236 -7%
FIM
590
Freedom Investment Management
Connecticut
$1.19M -$572K -16,525 -34%
PAG
591
Private Advisory Group
Washington
$1.19M -$93.5K -2,702 -8%
CFGS
592
Concourse Financial Group Securities
Alabama
$1.18M +$3.39K +98 +0.3%
LBC
593
Lowe Brockenbrough & Co
Virginia
$1.18M -$102K -2,952 -9%
SWA
594
Stratos Wealth Advisors
Ohio
$1.17M +$145K +4,191 +16%
NM
595
NWI Management
New York
$1.17M
CM
596
Columbus Macro
Pennsylvania
$1.16M +$1.07M +30,891 New
KWM
597
Keebeck Wealth Management
Illinois
$1.16M -$307K -8,854 -22%
NAS
598
NWF Advisory Services
California
$1.14M -$33K -954 -3%
MCCP
599
Mission Creek Capital Partners
California
$1.14M -$314K -9,064 -23%
CIA
600
Cladis Investment Advisory
Montana
$1.12M +$36.4K +1,051 +4%

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.