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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
RBFC
801
Roman Butler Fullerton & Co
Missouri
$740K -$9.63K -244 -1%
SCM
802
Steele Capital Management
Iowa
$740K +$19.7K +500 +3%
CIM
803
Contravisory Investment Management
Massachusetts
$734K -$43.4K -1,099 -6%
RA
804
Riversedge Advisors
Delaware
$733K
AQR Capital Management
805
AQR Capital Management
Connecticut
$733K +$349K +8,850 +104%
CCWM
806
Cassaday & Co Wealth Management
Virginia
$733K +$32.8K +830 +5%
CC
807
Centiva Capital
New York
$732K -$1.19M -30,067 -63%
IA
808
IFP Advisors
Florida
$731K -$97.6K -2,473 -12%
FFA
809
Florida Financial Advisors
Florida
$728K +$324K +8,214 +90%
MBT
810
Montecito Bank & Trust
California
$726K -$126K -3,202 -16%
BB
811
Burford Brothers
Texas
$725K -$12.7K -321 -2%
CSPAM
812
Cary Street Partners Asset Management
Virginia
$724K -$43.3K -1,096 -6%
GT
813
Glenview Trust
Kentucky
$719K +$75.2K +1,905 +13%
ACM
814
Absolute Capital Management
Pennsylvania
$717K +$672K +17,033 New
FTA
815
Financial & Tax Architects
Missouri
$717K -$72.6K -1,839 -10%
HWA
816
Heritage Wealth Advisors
Virginia
$712K
MCC
817
Money Concepts Capital
Florida
$710K +$27.2K +689 +4%
WIC
818
Woodmont Investment Counsel
Tennessee
$707K -$4.93K -125 -0.7%
TNB
819
Thomasville National Bank
Georgia
$706K
SC
820
SouthState Corp
Florida
$701K -$15.6K -394 -2%
CCM
821
Chilton Capital Management
Texas
$699K
BCM
822
Barometer Capital Management
Ontario, Canada
$698K +$683K +17,300 New
BWP
823
Balboa Wealth Partners
Arizona
$696K -$161K -4,068 -20%
EW
824
Evoke Wealth
California
$695K +$652K +16,505 New
CFG
825
Citizens Financial Group
Rhode Island
$690K +$382K +9,680 +145%

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.