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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
PFA
726
Pettinga Financial Advisors
Indiana
$774K +$254K +7,350 +56%
AWM
727
Accel Wealth Management
Iowa
$773K +$2.67K +77 +0.4%
FG
728
Fiduciary Group
Georgia
$771K +$710K +20,515 New
AWM
729
Apollon Wealth Management
South Carolina
$771K +$54.2K +1,565 +8%
MBT
730
Montecito Bank & Trust
California
$768K -$223K -6,450 -24%
VI
731
VanderPol Investments
Michigan
$765K +$704K +20,340 New
SWA
732
Sax Wealth Advisors
New Jersey
$764K -$22K -635 -3%
BA
733
Brightwater Advisory
Florida
$764K +$703K +20,309 New
PA
734
Parkside Advisors
California
$763K
SWMP
735
Signature Wealth Management Partners
New Jersey
$761K +$241K +6,952 +52%
DGAM
736
Desjardins Global Asset Management
Quebec, Canada
$759K -$168K -4,853 -19%
OWA
737
Octavia Wealth Advisors
Ohio
$757K +$45.1K +1,302 +7%
FW
738
FirstPurpose Wealth
Utah
$755K -$762 -22 -0.1%
MWAM
739
Manhattan West Asset Management
California
$755K -$450K -12,988 -39%
HCM
740
Hollencrest Capital Management
California
$755K
PWP
741
Pursue Wealth Partners
California
$752K -$64K -1,850 -8%
AFS
742
Aft Forsyth & Sober
Florida
$752K
TVAMP
743
Tennessee Valley Asset Management Partners
Tennessee
$751K +$342K +9,879 +98%
SFP
744
Sweet Financial Partners
Minnesota
$750K
IA
745
IFP Advisors
Florida
$745K -$1.28M -36,920 -65%
HWA
746
Hillcrest Wealth Advisors
New Jersey
$743K -$1.5M -43,205 -69%
ACI
747
Alpha Cubed Investments
California
$741K +$446K +12,897 +190%
SCM
748
Sterneck Capital Management
Missouri
$732K -$93.7K -2,706 -12%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$731K +$29.6K +855 +5%
MCM
750
MV Capital Management
Maryland
$729K +$21.3K +615 +3%

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.