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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
WS
576
Wedbush Securities
California
$1.5M -$480K -12,154 -25%
DAS
577
Dynamic Advisor Solutions
Arizona
$1.5M -$73K -1,849 -5%
MC
578
Moors & Cabot
Massachusetts
$1.49M +$21.5K +544 +2%
MA
579
Montag & Associates
Georgia
$1.49M +$22.3K +565 +2%
BCP
580
Blue Chip Partners
Michigan
$1.48M -$202K -5,105 -13%
WANY
581
Wealthspire Advisors (New York)
New York
$1.48M -$649K -16,446 -32%
GJIA
582
Glass Jacobson Investment Advisors
Maryland
$1.47M -$38.5K -976 -3%
RAM
583
Riggs Asset Management
Pennsylvania
$1.46M +$16.6K +421 +1%
BKA
584
Brick & Kyle Associates
Pennsylvania
$1.46M -$6.71K -170 -0.5%
AF
585
Alerus Financial
North Dakota
$1.46M +$1.37M +34,607 New
SWA
586
Stratos Wealth Advisors
Ohio
$1.46M +$135K +3,427 +11%
SCM
587
SOL Capital Management
Maryland
$1.45M -$8.09K -205 -0.6%
AC
588
Abbrea Capital
California
$1.44M +$15K +379 +1%
RFWA
589
RPg Family Wealth Advisory
Massachusetts
$1.44M -$60.2K -1,525 -4%
CGH
590
CMG Global Holdings
Texas
$1.44M
AF
591
Arrow Financial
New York
$1.44M -$3.95K -100 -0.3%
MMG
592
Monetary Management Group
Missouri
$1.43M -$15.8K -400 -1%
AWM
593
AE Wealth Management
Kansas
$1.42M -$13.9M -352,200 -91%
WGC
594
Watts Gwilliam & Co
Arizona
$1.42M +$1.34M +34,014 New
BFG
595
Bleakley Financial Group
New Jersey
$1.42M -$55.5K -1,405 -4%
WP
596
WealthPLAN Partners
Nebraska
$1.42M -$55.9K -1,416 -4%
WAM
597
Worth Asset Management
Texas
$1.42M -$67K -1,698 -5%
RCM
598
Raleigh Capital Management
North Carolina
$1.42M +$1.33M +33,643 +55,152%
CWP
599
Capital Wealth Planning
Florida
$1.41M +$1.32M +33,503 New
NCM
600
Next Capital Management
New York
$1.41M -$648K -16,408 -33%

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.