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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
CCWM
801
Cassaday & Co Wealth Management
Virginia
$623K +$17.2K +497 +3%
PVH
802
Psagot Value Holdings
Israel
$622K +$215K +6,214 +61%
AAS
803
Annex Advisory Services
Wisconsin
$622K +$572K +16,536 New
AG
804
Ascent Group
Virginia
$617K +$544K +15,704 New
IP
805
Investment Partners
Ohio
$613K -$7.27K -210 -1%
R
806
Rebalance
California
$610K +$562K +16,222 New
IPAM
807
Investment Partners Asset Management
New Jersey
$609K +$560K +16,184 New
MCC
808
Money Concepts Capital
Florida
$608K +$167K +4,810 +42%
IGWM
809
ICA Group Wealth Management
Colorado
$606K +$41.4K +1,195 +8%
LA
810
Lynch & Associates
Indiana
$604K
AIA
811
Ally Invest Advisors
North Carolina
$604K +$62.3K +1,800 +13%
1IA
812
1834 Investment Advisors
Wisconsin
$602K
RIA
813
Regal Investment Advisors
Michigan
$602K +$163K +4,706 +42%
NWA
814
Navis Wealth Advisors
New York
$602K -$28.8K -831 -5%
APP
815
Avantax Planning Partners
Iowa
$600K
PIA
816
Powell Investment Advisors
Florida
$600K +$900 +26 +0.2%
WFAG
817
Worth Financial Advisory Group
North Carolina
$599K -$4.54K -131 -0.8%
LWM
818
Lyell Wealth Management
California
$599K +$81.1K +2,344 +17%
BCM
819
Bourgeon Capital Management
Connecticut
$593K
PJWM
820
Philip James Wealth Mangement
Georgia
$588K +$541K +15,641 New
TFA
821
Teamwork Financial Advisors
Texas
$586K +$68.4K +1,977 +15%
AFO
822
Allie Family Office
Florida
$585K -$17.3K -500 -3%
CFB
823
Cullen/Frost Bankers
Texas
$585K -$7.44K -215 -1%
AIM
824
Acropolis Investment Management
Missouri
$583K +$173 +5 +0%
ATC
825
Argent Trust Co
Tennessee
$580K -$174K -5,015 -25%

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.