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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
JF
776
JSF Financial
California
$675K +$621K +17,943 New
Koshinski Asset Management
777
Koshinski Asset Management
Illinois
$672K +$88.4K +2,553 +17%
CWM
778
Connecticut Wealth Management
Connecticut
$665K +$138 +4 +0%
WIA
779
World Investment Advisors
California
$663K +$610K +17,622 New
BSW
780
Buckingham Strategic Wealth
Missouri
$662K -$32.6K -943 -5%
AFG
781
Atomi Financial Group
New York
$660K -$304K -8,785 -33%
BB
782
Burford Brothers
Texas
$659K +$607K +17,538 New
GP
783
Girard Partners
Pennsylvania
$658K +$290K +8,379 +92%
GIM
784
Goelzer Investment Management
Indiana
$655K -$1.45K -42 -0.2%
RA
785
Riversedge Advisors
Delaware
$654K
PIWA
786
Prevail Innovative Wealth Advisors
Kansas
$653K +$602K +17,375 New
NEWAS
787
N.E.W. Advisory Services
Wisconsin
$649K -$14.9K -430 -2%
SDAM
788
Shulman DeMeo Asset Management
New York
$647K +$216K +6,244 +57%
CAG
789
Csenge Advisory Group
Florida
$647K -$188K -5,418 -24%
CT
790
Coastline Trust
Rhode Island
$646K -$30.9K -893 -5%
SCM
791
Steele Capital Management
Iowa
$642K +$591K +17,069 New
CC
792
Constitution Capital
Connecticut
$640K -$158K -4,550 -21%
SC
793
SouthState Corp
Florida
$640K -$34.4K -993 -6%
WIC
794
Woodmont Investment Counsel
Tennessee
$636K -$541K -15,625 -48%
HWA
795
Heritage Wealth Advisors
Virginia
$636K
LCM
796
Lunt Capital Management
Utah
$633K +$583K +16,844 New
GAG
797
Goodman Advisory Group
Massachusetts
$631K +$581K +16,782 New
TNB
798
Thomasville National Bank
Georgia
$630K -$7.13K -206 -1%
QCM
799
QRG Capital Management
Illinois
$625K +$576K +16,634 New
CCM
800
Chilton Capital Management
Texas
$624K -$76K -2,195 -12%

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.