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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
Millennium Management
51
Millennium Management
New York
$78M +$40.7M +1,032,064 +126%
SGI
52
Swan Global Investments
Colorado
$77M -$6.29M -159,317 -8%
Stifel Financial
53
Stifel Financial
Missouri
$76.8M +$8.22M +208,331 +13%
KHLMVGHM
54
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$74.4M +$22.2M +562,287 +47%
MTWSIF
55
Mivtachim The Workers Social Insurance Fund
Israel
$70.3M
PIA
56
Petredis Investment Advisors
Pennsylvania
$66M +$1.5M +38,070 +2%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$62.1M -$1.38M -34,863 -2%
AA
58
Advisory Alpha
Michigan
$61M +$8.52M +215,761 +18%
JSAM
59
J. Safra Asset Management
New York
$59.3M -$19.1M -484,616 -26%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$59.1M +$5.36M +135,766 +11%
RBA
61
Richard Bernstein Advisors
New York
$59.1M -$2.37M -60,072 -4%
AP
62
Advisors Preferred
Maryland
$59M -$5.7M -144,441 -9%
State Street
63
State Street
Massachusetts
$56.6M +$1.58M +39,969 +3%
MS
64
Maven Securities
Jersey
$55M +$25.2M +638,131 +96%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$53.6M +$5.11M +129,331 +11%
RCMU
66
Rokos Capital Management (UK)
United Kingdom
$49.5M +$46.4M +1,176,000 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$49.1M +$35.7M +904,656 +346%
US Bancorp
68
US Bancorp
Minnesota
$49M -$338K -8,551 -0.7%
PAG
69
Private Advisor Group
New Jersey
$48.4M -$633K -16,042 -1%
Franklin Resources
70
Franklin Resources
California
$48M +$44M +1,114,045 +4,174%
ORAM
71
One River Asset Management
Connecticut
$47.4M -$46.6M -1,179,452 -51%
FIA
72
Foundations Investment Advisors
Arizona
$46.9M +$3.6M +91,270 +9%
FMI
73
Factory Mutual Insurance
Massachusetts
$45.3M
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$45.3M +$3.76M +95,312 +10%
Victory Capital Management
75
Victory Capital Management
Texas
$43.9M +$41.1M +1,042,259 New

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.