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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
SCM
601
Spreng Capital Management
Ohio
$1.12M +$67.5K +1,950 +7%
LP
602
LGL Partners
Pennsylvania
$1.11M -$3.46K -100 -0.3%
WC
603
Waterloo Capital
Texas
$1.11M +$509K +14,690 +99%
GEA
604
Glen Eagle Advisors
New Jersey
$1.11M -$64.5K -1,864 -6%
VA
605
Valmark Advisers
Ohio
$1.11M -$171K -4,931 -14%
MFG
606
MidWestOne Financial Group
Iowa
$1.09M +$72.3K +2,089 +8%
Focus Partners Wealth
607
Focus Partners Wealth
Massachusetts
$1.09M +$1M +28,992 New
LA
608
LM Advisors
California
$1.09M +$1M +28,895 New
VCM
609
Virtue Capital Management
Tennessee
$1.08M
JGIA
610
Jackson Grant Investment Advisers
Connecticut
$1.08M +$3.98K +115 +0.4%
EFS
611
Essex Financial Services
Connecticut
$1.07M -$240K -6,923 -20%
VLC
612
Van Leeuwen & Company
New Jersey
$1.07M
BCM
613
Brookstone Capital Management
Illinois
$1.07M -$226K -6,520 -19%
PFT
614
Providence First Trust
Arizona
$1.06M -$17.2K -496 -2%
ST
615
Sentinel Trust
Texas
$1.06M -$27.5K -794 -3%
TP
616
Tranquility Partners
Tennessee
$1.06M -$166K -4,788 -15%
PSCM
617
Per Stirling Capital Management
Texas
$1.06M +$224K +6,484 +30%
FFA
618
First Foundation Advisors
California
$1.06M +$15.9K +460 +2%
WAS
619
WESPAC Advisors SoCal
California
$1.06M +$95.9K +2,769 +11%
Verition Fund Management
620
Verition Fund Management
Connecticut
$1.05M
MGIA
621
Moneta Group Investment Advisors
Missouri
$1.05M +$156K +4,509 +19%
AIM
622
Allen Investment Management
New York
$1.05M
AF
623
Apollon Financial
South Carolina
$1.04M +$960K +27,744 New
MIM
624
Marco Investment Management
Georgia
$1.04M -$34.4K -995 -3%
PBK
625
Peoples Bank (Kansas)
Kansas
$1.04M -$325K -9,379 -25%

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.