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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
701
Schnieders Capital Management
California
$837K -$8.65K -250 -1%
JCM
702
Janney Capital Management
Pennsylvania
$836K +$12K +348 +2%
HAS
703
HBW Advisory Services
California
$836K +$31.7K +917 +4%
CIP
704
Capital Insight Partners
Arizona
$836K -$865 -25 -0.1%
HSA
705
HBK Sorce Advisory
Pennsylvania
$827K +$2.7K +78 +0.4%
BWM
706
BNC Wealth Management
Oregon
$821K +$756K +21,832 New
IP
707
Intellectus Partners
California
$817K +$93.6K +2,704 +14%
NFSG
708
Newbridge Financial Services Group
Florida
$816K -$71.8K -2,073 -9%
OSAM
709
O'Shaughnessy Asset Management
Connecticut
$815K -$123K -3,556 -14%
MA
710
MKT Advisors
California
$810K +$115K +3,317 +18%
CT
711
Caldwell Trust
Florida
$803K -$26.7K -772 -3%
ACA
712
Aptus Capital Advisors
Alabama
$803K -$171K -4,925 -19%
EFS
713
Econ Financial Services
Pennsylvania
$802K -$1.35K -39 -0.2%
KLCM
714
KG&L Capital Management
Louisiana
$800K +$4.71K +136 +0.6%
CA
715
Calton & Associates
Florida
$799K +$489K +14,137 +199%
VFG
716
V2 Financial group
Illinois
$791K -$54.3K -1,568 -7%
GFPC
717
Global Financial Private Client
Florida
$791K -$46.6K -1,345 -6%
WIA
718
Westbourne Investment Advisors
Maryland
$791K -$277 -8 -0%
HL
719
HeadInvest LLC
Maine
$789K
WB
720
WesBanco Bank
West Virginia
$788K
BFA
721
Beaumont Financial Advisors
Massachusetts
$787K +$36K +1,041 +5%
WB
722
Webster Bank
Connecticut
$785K +$249K +7,206 +53%
GWSG
723
GPS Wealth Strategies Group
Colorado
$781K -$585K -16,903 -45%
TSWM
724
Tyler-Stone Wealth Management
Ohio
$776K -$21.7K -628 -3%
BWP
725
Balboa Wealth Partners
Arizona
$774K -$37K -1,069 -5%

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.