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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
FBFS
676
First Business Financial Services
Wisconsin
$906K -$20.4K -589 -2%
PCS
677
Personal CFO Solutions
New Jersey
$899K +$827K +23,896 New
BMCM
678
Bryn Mawr Capital Management
Pennsylvania
$898K -$865 -25 -0.1%
ATI
679
Act Two Investors
California
$896K +$63.1K +1,822 +8%
AGAM
680
Audent Global Asset Management
California
$892K +$107K +3,100 +15%
PWM
681
Penobscot Wealth Management
Maine
$891K -$44.8K -1,295 -5%
CAM
682
CenterStar Asset Management
Illinois
$884K +$813K +23,486 New
CIC
683
Chilton Investment Company
Connecticut
$884K
USB
684
Union Savings Bank
Connecticut
$880K -$3.53K -102 -0.4%
JCFM
685
JBR Co Financial Management
Oklahoma
$879K +$809K +23,365 New
FSA
686
Financial Services Advisory
Maryland
$875K -$42.4K -1,225 -5%
CBT
687
Central Bank & Trust
Kentucky
$873K
SIC
688
Salem Investment Counselors
North Carolina
$873K -$5.37K -155 -0.7%
ECML
689
Eagle Capital Management (Louisiana)
Louisiana
$872K -$53.1K -1,533 -6%
AFP
690
Ausdal Financial Partners
Iowa
$871K +$62.5K +1,805 +8%
EGM
691
Engineers Gate Manager
New York
$869K +$800K +23,104 New
EMAM
692
Encompass More Asset Management
California
$866K +$798K +23,041 New
JAG
693
Journey Advisory Group
Kentucky
$865K
DC
694
Davenport & Co
Virginia
$862K +$41.8K +1,206 +6%
ECA
695
Elevated Capital Advisors
Utah
$856K +$44.2K +1,277 +6%
AFA
696
American Financial Advisors
Georgia
$854K -$485 -14 -0.1%
Neuberger Berman Group
697
Neuberger Berman Group
New York
$850K -$8.41K -243 -1%
SAW
698
Signal Advisors Wealth
Michigan
$847K +$780K +22,517 New
TPCW
699
TD Private Client Wealth
New York
$847K -$104K -2,992 -12%
AMG
700
Advisors Management Group
Wisconsin
$838K -$14.8K -427 -2%

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.