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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
WG
51
Winton Group
United Kingdom
$63.4M +$25.8M +744,011 +79%
ETC
52
Exchange Traded Concepts
Oklahoma
$63.4M +$58.3M +1,685,204 New
MTWSIF
53
Mivtachim The Workers Social Insurance Fund
Israel
$62.8M +$14.7M +423,300 +34%
VMPIC
54
Varma Mutual Pension Insurance Co
Finland
$62.1M -$171M -4,934,608 -75%
Stifel Financial
55
Stifel Financial
Missouri
$60.7M -$4.62M -133,442 -8%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.7M +$531K +15,341 +1%
AP
57
Advisors Preferred
Maryland
$58.6M +$53.7M +1,551,883 New
PIA
58
Petredis Investment Advisors
Pennsylvania
$57.5M -$1.63M -46,977 -3%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$56.7M +$1.43M +41,335 +3%
RBA
60
Richard Bernstein Advisors
New York
$55M -$4.15M -119,957 -8%
Charles Schwab
61
Charles Schwab
California
$51.7M -$5.6M -161,712 -11%
TRCT
62
Tower Research Capital (TRC)
New York
$49.9M +$44.4M +1,281,892 +2,813%
State Street
63
State Street
Massachusetts
$49M +$12M +345,658 +36%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$47.7M -$7.43M -214,521 -14%
AA
65
Advisory Alpha
Michigan
$46.3M +$16M +461,744 +60%
KHLMVGHM
66
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$45.3M -$19.7M -568,994 -32%
US Bancorp
67
US Bancorp
Minnesota
$44.1M +$1.46M +42,062 +4%
PAG
68
Private Advisor Group
New Jersey
$43.8M +$5.73M +165,555 +17%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$43M -$773K -22,339 -2%
AAG
70
Armstrong Advisory Group
Massachusetts
$41.7M +$93.7K +2,707 +0.2%
Squarepoint
71
Squarepoint
New York
$41.4M +$38.1M +1,100,293 New
FMI
72
Factory Mutual Insurance
Massachusetts
$40.4M
FIA
73
Foundations Investment Advisors
Arizona
$39.7M +$33.3M +962,378 +1,614%
Citadel Advisors
74
Citadel Advisors
Florida
$39.4M -$26.3M -758,483 -42%
NYLIM
75
New York Life Investment Management
New York
$39.3M +$2.45M +70,644 +7%

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.