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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
ACM
626
Advisors Capital Management
New Jersey
$1.04M -$39.5K -1,142 -4%
PMEF
627
Point72 Middle East FZE
United Arab Emirates
$1.03M +$927K +26,774 +3,683%
GM
628
GeoWealth Management
Illinois
$1.03M +$721K +20,829 +323%
CASB
629
Cape Ann Savings Bank
Massachusetts
$1.02M +$2.25K +65 +0.2%
SQA
630
Simon Quick Advisors
New Jersey
$1.02M +$52.7K +1,523 +6%
XWM
631
Xcel Wealth Management
Florida
$1.01M +$69.2K +2,000 +8%
PWMG
632
Prestige Wealth Management Group
New Jersey
$1.01M +$796K +22,984 +579%
CWM
633
C2C Wealth Management
Arizona
$1.01M -$93.1K -2,689 -9%
PSP
634
Principal Street Partners
Tennessee
$1.01M -$924K -26,689 -50%
CTB
635
Country Trust Bank
Illinois
$1.01M +$523K +15,115 +128%
FFA
636
Founders Financial Alliance
North Carolina
$1.01M -$111K -3,216 -11%
HT
637
HAP Trading
New York
$1.01M +$928K +26,820 New
TWM
638
Tradition Wealth Management
Minnesota
$1.01M +$43.8K +1,264 +5%
PP
639
Patten & Patten
Tennessee
$1.01M -$28.4K -821 -3%
Franklin Resources
640
Franklin Resources
California
$1M -$267K -7,712 -22%
SIGI
641
Susquehanna International Group (Ireland)
Ireland
$1M +$924K +26,683 New
Natixis Advisors
642
Natixis Advisors
Massachusetts
$997K +$312K +9,015 +51%
SSWM
643
Smith Salley Wealth Management
North Carolina
$990K -$77.9K -2,250 -8%
SFG
644
Sowa Financial Group
Rhode Island
$986K -$200K -5,791 -18%
WPC
645
Wedmont Private Capital
Pennsylvania
$984K -$103K -2,971 -10%
PFA
646
Pinnacle Family Advisors
Missouri
$984K +$515K +14,878 +132%
WT
647
Whittier Trust
California
$980K -$1.54M -44,361 -63%
GFL
648
Granite FO LLC
New Hampshire
$975K -$1.03M -29,890 -54%
MFG
649
Magnus Financial Group
New York
$974K -$58.6K -1,694 -6%
BAM
650
Belpointe Asset Management
Nevada
$972K +$347K +10,024 +63%

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.