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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
GAA
826
Guardian Asset Advisors
Pennsylvania
$687K +$64.8K +1,642 +11%
IP
827
Investment Partners
Ohio
$687K
R
828
Rebalance
California
$686K +$2.37K +60 +0.4%
SCM
829
Sterneck Capital Management
Missouri
$684K -$127K -3,214 -17%
LA
830
Lynch & Associates
Indiana
$677K
1IA
831
1834 Investment Advisors
Wisconsin
$674K
LWM
832
Lyell Wealth Management
California
$674K +$2.88K +73 +0.5%
PIA
833
Powell Investment Advisors
Florida
$673K +$750 +19 +0.1%
CT
834
Coastline Trust
Rhode Island
$667K -$53.3K -1,350 -8%
AWM
835
Atticus Wealth Management
Florida
$666K +$64.3K +1,629 +11%
RWP
836
RWA Wealth Partners
Massachusetts
$666K +$123K +3,118 +25%
BCM
837
Bourgeon Capital Management
Connecticut
$664K
EFA
838
Edge Financial Advisors
Illinois
$662K +$620K +15,707 New
AWE
839
Avidian Wealth Enterprises
Texas
$661K -$121K -3,067 -16%
LCM
840
Lunt Capital Management
Utah
$659K -$47.1K -1,194 -7%
PJWM
841
Philip James Wealth Mangement
Georgia
$655K -$3.67K -93 -0.6%
APP
842
Avantax Planning Partners
Iowa
$653K -$17.8K -452 -3%
AWM
843
Axxcess Wealth Management
California
$653K -$102K -2,585 -14%
BAM
844
Beaumont Asset Management
Texas
$652K +$31.7K +802 +5%
WFAG
845
Worth Financial Advisory Group
North Carolina
$652K -$18.6K -471 -3%
ATC
846
Argent Trust Co
Tennessee
$650K
WAM
847
WNY Asset Management
New York
$649K -$365K -9,258 -38%
PWP
848
Principle Wealth Partners
Connecticut
$649K
CFB
849
Cullen/Frost Bankers
Texas
$648K -$6.16K -156 -1%
CDH
850
Charles D. Hyman
$644K

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.