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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
AMG
726
Advisors Management Group
Wisconsin
$900K -$35.8K -908 -4%
CT
727
Caldwell Trust
Florida
$900K
MW
728
Marcum Wealth
Ohio
$897K +$527K +13,346 +168%
EWA
729
EverSource Wealth Advisors
Alabama
$896K +$167K +4,224 +23%
MFG
730
Magnus Financial Group
New York
$893K -$186K -4,702 -18%
Chevy Chase Trust
731
Chevy Chase Trust
Maryland
$891K -$2.15M -54,472 -72%
WB
732
Webster Bank
Connecticut
$879K -$197 -5 -0%
GFPC
733
Global Financial Private Client
Florida
$876K -$5.49K -139 -0.7%
IAG
734
Investment Advisory Group
Massachusetts
$872K +$215K +5,454 +36%
AIA
735
Ally Invest Advisors
North Carolina
$872K +$183K +4,645 +29%
TFA
736
Teamwork Financial Advisors
Texas
$871K +$202K +5,111 +33%
MA
737
MKT Advisors
California
$870K -$7.26K -184 -0.9%
WP
738
WealthShield Partners
North Carolina
$870K -$499K -12,634 -38%
GAG
739
Goodman Advisory Group
Massachusetts
$866K +$149K +3,786 +23%
W
740
WorthPointe
California
$864K +$810K +20,507 New
HL
741
HeadInvest LLC
Maine
$864K -$19.2K -486 -2%
PFA
742
Pettinga Financial Advisors
Indiana
$859K -$6.91K -175 -0.9%
SWA
743
Sax Wealth Advisors
New Jersey
$859K +$3.32K +84 +0.4%
VFG
744
V2 Financial group
Illinois
$858K -$27K -684 -3%
PA
745
Parkside Advisors
California
$852K -$2.33K -59 -0.3%
ClearBridge Investments
746
ClearBridge Investments
New York
$850K +$797K +20,180 New
RIA
747
Regal Investment Advisors
Michigan
$849K +$164K +4,147 +26%
WMWM
748
Whitaker-Myers Wealth Managers
Ohio
$848K +$795K +20,133 New
KDA
749
Kraft Davis & Associates
Missouri
$847K +$802K +20,308 New
GWSG
750
GPS Wealth Strategies Group
Colorado
$847K -$26.3K -666 -3%

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.