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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
BCG
751
Breakwater Capital Group
New Jersey
$845K +$70.8K +1,794 +10%
CBT
752
Central Bank & Trust
Kentucky
$844K -$125K -3,174 -14%
AFS
753
Aft Forsyth & Sober
Florida
$842K
PWP
754
Pursue Wealth Partners
California
$842K
SFP
755
Sweet Financial Partners
Minnesota
$841K
FEM
756
Fulcrum Equity Management
Texas
$839K +$183K +4,641 +30%
HAS
757
HBW Advisory Services
California
$836K
PIA
758
Perennial Investment Advisors
California
$832K +$38.3K +971 +5%
BA
759
Brightwater Advisory
Florida
$832K -$22.4K -567 -3%
CCM
760
CAAS Capital Management
New York
$830K +$778K +19,700 New
SWMP
761
Signature Wealth Management Partners
New Jersey
$829K -$22.4K -567 -3%
PCS
762
Personal CFO Solutions
New Jersey
$828K -$167K -4,233 -18%
FW
763
FirstPurpose Wealth
Utah
$821K
PFBT
764
Parkside Financial Bank & Trust
Missouri
$819K +$237 +6 +0%
PWM
765
Penobscot Wealth Management
Maine
$818K -$169K -4,288 -18%
SWA
766
SOA Wealth Advisors
New York
$815K +$1.97K +50 +0.3%
WSCM
767
Wellington Shields Capital Management
New York
$815K +$764K +19,346 New
FWP
768
Falcon Wealth Planning
California
$814K +$8.57K +217 +1%
BWM
769
BNC Wealth Management
Oregon
$813K -$99.8K -2,529 -12%
QCM
770
QRG Capital Management
Illinois
$809K +$101K +2,568 +15%
GEM
771
Global Endowment Management
North Carolina
$802K
MCM
772
MV Capital Management
Maryland
$800K -$15.8K -400 -2%
E
773
ETFidea
New York
$799K
HNB
774
Hilltop National Bank
Wyoming
$798K +$748K +18,956 New
DWP
775
Destiny Wealth Partners
Florida
$796K

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.