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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
BCM
626
Brookstone Capital Management
Illinois
$1.26M +$60.9K +1,542 +5%
GEA
627
Glen Eagle Advisors
New Jersey
$1.26M +$12.6K +320 +1%
LP
628
LGL Partners
Pennsylvania
$1.25M +$5.92K +150 +0.5%
CCAL
629
City Center Advisors LLC
Michigan
$1.25M +$1.17M +29,689 New
ACM
630
Advisors Capital Management
New Jersey
$1.24M +$70.1K +1,776 +6%
RFA
631
Rollins Financial Advisors
New York
$1.24M +$1.16M +29,370 New
AWM
632
Accel Wealth Management
Iowa
$1.24M +$348K +8,807 +43%
PSCM
633
Per Stirling Capital Management
Texas
$1.23M +$44.1K +1,116 +4%
FPAS
634
Focus Partners Advisor Solutions
Missouri
$1.23M +$749K +18,978 +187%
SAW
635
Signal Advisors Wealth
Michigan
$1.22M +$258K +6,545 +29%
MFG
636
MidWestOne Financial Group
Iowa
$1.22M
VA
637
Valmark Advisers
Ohio
$1.21M -$29.5K -747 -3%
Natixis Advisors
638
Natixis Advisors
Massachusetts
$1.2M +$79.8K +2,022 +8%
DLCIG
639
D.L. Carlson Investment Group
New Hampshire
$1.2M -$65.5K -1,658 -6%
JGIA
640
Jackson Grant Investment Advisers
Connecticut
$1.19M -$16.6K -420 -1%
CHJWM
641
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.19M -$82.2K -2,083 -7%
FWM
642
Foguth Wealth Management
Michigan
$1.19M +$1.12M +28,246 New
NAS
643
NWF Advisory Services
California
$1.19M -$79.6K -2,017 -7%
SWM
644
SeaCrest Wealth Management
New York
$1.19M +$128K +3,254 +13%
PFT
645
Providence First Trust
Arizona
$1.19M -$3.43K -87 -0.3%
FFA
646
First Foundation Advisors
California
$1.19M +$1.82K +46 +0.2%
ST
647
Sentinel Trust
Texas
$1.19M
TP
648
Tranquility Partners
Tennessee
$1.19M +$237 +6 +0%
SA
649
SpiderRock Advisors
Delaware
$1.18M +$1.14M +28,974 New
HHRDM
650
H&H Retirement Design & Management
Nevada
$1.18M -$153K -3,882 -12%

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.