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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
Empower Advisory Group
776
Empower Advisory Group
Colorado
$793K +$4.97K +126 +0.7%
VI
777
VanderPol Investments
Michigan
$789K -$63.6K -1,612 -8%
CICC
778
Capital Investment Counsel (Colorado)
Colorado
$781K +$257K +6,505 +54%
WPW
779
Waldron Private Wealth
Pennsylvania
$776K
WA
780
Waverly Advisors
Alabama
$774K +$179K +4,534 +33%
EM
781
ELCO Management
New York
$771K +$162K +4,100 +29%
MWAM
782
Manhattan West Asset Management
California
$767K -$73.8K -1,869 -9%
KWA
783
Kingswood Wealth Advisors
California
$766K -$249K -6,305 -26%
TPI
784
Trust Point Inc
Wisconsin
$765K
USCWA
785
U.S. Capital Wealth Advisors
Texas
$764K -$654K -16,576 -48%
TPCW
786
TD Private Client Wealth
New York
$762K -$175K -4,423 -20%
WC
787
Waterloo Capital
Texas
$759K -$455K -11,517 -39%
COCM
788
Charter Oak Capital Management
New Hampshire
$757K
BSW
789
Buckingham Strategic Wealth
Missouri
$752K +$9.95K +252 +1%
BF
790
BOK Financial
Oklahoma
$752K
NEWAS
791
N.E.W. Advisory Services
Wisconsin
$752K +$23.6K +597 +3%
ATI
792
Act Two Investors
California
$750K -$237K -6,012 -25%
TSS
793
Two Sigma Securities
New York
$749K -$1.62M -40,912 -70%
TMWM
794
Taylor & Morgan Wealth Management
Michigan
$749K -$56.1K -1,422 -7%
CWM
795
Connecticut Wealth Management
Connecticut
$745K +$118 +3 +0%
CC
796
Constitution Capital
Connecticut
$745K +$25.7K +650 +4%
TSWM
797
Tyler-Stone Wealth Management
Ohio
$744K -$117K -2,961 -14%
IIA
798
IPG Investment Advisors
California
$744K -$57K -1,445 -8%
BFA
799
Beaumont Financial Advisors
Massachusetts
$744K -$129K -3,270 -16%
IGWM
800
ICA Group Wealth Management
Colorado
$741K +$58.2K +1,474 +9%

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.