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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
SFG
701
Sowa Financial Group
Rhode Island
$986K
PA
702
PSI Advisors
Florida
$980K -$85.4K -2,164 -9%
SIC
703
Salem Investment Counselors
North Carolina
$972K -$5.53K -140 -0.6%
CA
704
Calton & Associates
Florida
$972K +$71.8K +1,820 +9%
JAG
705
Journey Advisory Group
Kentucky
$969K
MSS
706
Mitchell Sinkler & Starr
Pennsylvania
$967K -$82K -2,077 -8%
USB
707
Union Savings Bank
Connecticut
$966K -$19K -481 -2%
IP
708
Intellectus Partners
California
$965K +$47.5K +1,204 +6%
MCCP
709
Mission Creek Capital Partners
California
$961K -$291K -7,381 -24%
CV
710
Counterweight Ventures
North Carolina
$959K +$899K +22,769 New
OSAM
711
O'Shaughnessy Asset Management
Connecticut
$959K +$42.5K +1,076 +5%
ECA
712
Elevated Capital Advisors
Utah
$952K -$6.75K -171 -0.8%
DFA
713
Davies Financial Advisors
California
$945K +$885K +22,426 New
FSA
714
Financial Services Advisory
Maryland
$937K -$40.3K -1,020 -4%
SCM
715
Schnieders Capital Management
California
$932K -$5.92K -150 -0.7%
AP
716
Appleton Partners
Massachusetts
$930K -$107K -2,717 -11%
HSA
717
HBK Sorce Advisory
Pennsylvania
$925K -$1.46K -37 -0.2%
CCWM
718
Correct Capital Wealth Management
Missouri
$920K +$863K +21,854 New
CIP
719
Capital Insight Partners
Arizona
$919K -$15.8K -400 -2%
Neuberger Berman Group
720
Neuberger Berman Group
New York
$913K -$36.9K -934 -4%
WIA
721
Westbourne Investment Advisors
Maryland
$910K +$21.8K +551 +3%
AFA
722
American Financial Advisors
Georgia
$909K -$44.1K -1,116 -5%
SW
723
SMART Wealth
Nebraska
$905K +$848K +21,490 New
ECML
724
Eagle Capital Management (Louisiana)
Louisiana
$902K -$70.1K -1,776 -8%
KLCM
725
KG&L Capital Management
Louisiana
$900K +$3.79K +96 +0.5%

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.