We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF

1,507 hedge funds and large institutions have $280B invested in State Street Financial Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 648 increasing their positions, 507 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more capital invested

Capital invested by funds: $28.7B → $280B (+$251B)

28% more repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 507

14% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 141

2.92% more ownership

Funds ownership: 65.13%68.05% (+2.9%)

0% less funds holding

Funds holding: 1,5081,507 (-1)

1% less funds holding in top 10

Funds holding in top 10: 8786 (-1)

66% less call options, than puts

Call options by funds: $3.19B | Put options by funds: $9.35B

Holders
1,507
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
23.77%
Holding in Top 10
86
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.15%
% of All Funds
1.36%
New
161
Increased
648
Reduced
507
Closed
141
Calls
$3.19B
Puts
$9.35B
Net Calls
-$6.16B
Net Calls Change
-$1.7B
Name Holding Trade Value Shares
Change
Change in
Stake
NP
851
NorthRock Partners
Minnesota
$675K -$21.3K -546 -3%
AW
852
ACG Wealth
Georgia
$671K -$110K -2,803 -14%
MWA
853
Meridian Wealth Advisors
Texas
$669K +$50.2K +1,285 +8%
GIM
854
Goelzer Investment Management
Indiana
$664K -$29.4K -752 -4%
CCM
855
Chilton Capital Management
Texas
$662K
FWP
856
Falcon Wealth Planning
California
$661K
SWMP
857
Signature Wealth Management Partners
New Jersey
$660K +$31.7K +812 +5%
JHCP
858
Jackson Hole Capital Partners
Oklahoma
$660K +$106K +2,711 +19%
LIM
859
Loudon Investment Management
New Hampshire
$659K -$72.7K -1,859 -10%
NFC
860
Northeast Financial Consultants
Connecticut
$657K -$38.6K -987 -5%
PG
861
Proffitt & Goodson
Tennessee
$656K -$514K -13,143 -43%
CWM
862
Circle Wealth Management
New Jersey
$655K +$669K +17,104 New
WCM
863
WealthBridge Capital Management
Ohio
$652K +$38.3K +981 +6%
UB
864
UMB Bank
Missouri
$651K -$4.18K -107 -0.6%
ECM
865
Evolution Capital Management
Nevada
$651K +$664K +17,000 New
BCP
866
Berkeley Capital Partners
Georgia
$650K -$221K -5,658 -25%
GBT
867
Grove Bank & Trust
Florida
$647K
RZH
868
Relyea Zuckerberg Hanson
Connecticut
$646K +$201K +5,137 +42%
RW
869
REDW Wealth
New Mexico
$646K +$658K +16,847 New
RIG
870
RiverFront Investment Group
Virginia
$645K
NWA
871
Navis Wealth Advisors
New York
$645K +$39.6K +1,013 +6%
BSW
872
Buckingham Strategic Wealth
Missouri
$643K -$107K -2,736 -14%
JIR
873
James Investment Research
Ohio
$640K -$21.1K -540 -3%
TVAMP
874
Tennessee Valley Asset Management Partners
Tennessee
$638K +$16.9K +433 +3%
SAM
875
Secure Asset Management
Michigan
$635K +$251K +6,428 +63%

XLF Hedge Fund Activity: Q1 2022 in Review

1,507 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2022, worth a combined $280B — up 874% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XLF positions and 141 closed out — a net gain of 20 holders — while 648 added to existing stakes and 507 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $2.51B. The largest seller was Korea Investment Corp, cutting an estimated $659M.

  • 1,507 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2022, down from 1,508 in Q4 2021.
  • Funds reported $280B of State Street Financial Select Sector SPDR ETF stock for Q1 2022, up 874% quarter-over-quarter.
  • 161 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2022 and 141 closed out, a net change of +20 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2022 was Altshuler Shaham, an estimated $2.51B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2022 was Korea Investment Corp, an estimated $659M sold.

Based on aggregated 13F filings for Q1 2022.