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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
DBRC
851
D.B. Root & Company
Pennsylvania
$553K +$217K +6,270 +74%
FPGT
852
Financial Partners Group (Tennessee)
Tennessee
$553K -$21.5K -621 -4%
WWS
853
Wellington Wealth Strategies
Indiana
$552K +$509K +14,691 New
BAM
854
Beaumont Asset Management
Texas
$552K -$170K -4,908 -25%
GAA
855
Guardian Asset Advisors
Pennsylvania
$552K +$508K +14,670 New
TW
856
Transform Wealth
Colorado
$551K +$8.14K +235 +2%
KJWM
857
Kiley Juergens Wealth Management
Washington
$545K +$8.72K +252 +2%
KFP
858
KMG Fiduciary Partners
Ohio
$545K -$6.96K -201 -1%
MWA
859
Meridian Wealth Advisors
Texas
$541K -$47.2K -1,363 -9%
MWA
860
Monograph Wealth Advisors
California
$539K -$42.7K -1,232 -8%
VCA
861
Verdence Capital Advisors
Maryland
$539K +$277 +8 +0.1%
QWM
862
Quadcap Wealth Management
Texas
$538K +$496K +14,319 New
TPW
863
Transatlantique Private Wealth
New York
$538K -$32.5K -938 -6%
ASBI
864
American State Bank (Iowa)
Iowa
$537K +$1.04K +30 +0.2%
AIFAIM
865
American Institute for Advanced Investment Management
Arizona
$537K -$9.21K -266 -2%
CA
866
Cornerstone Advisory
Maryland
$536K -$106K -3,067 -18%
EM
867
ELCO Management
New York
$534K +$206K +5,950 +72%
AWM
868
Atticus Wealth Management
Florida
$533K -$208K -5,997 -30%
GT
869
Greenleaf Trust
Michigan
$530K -$61.8K -1,784 -11%
MTIM
870
Marathon Trading Investment Management
Pennsylvania
$529K -$583K -16,842 -54%
BFA
871
Bragg Financial Advisors
North Carolina
$529K +$15.9K +460 +3%
GA
872
Greytown Advisors
Florida
$528K +$208 +6 +0%
FNBT
873
FineMark National Bank & Trust
Florida
$525K -$55.4K -1,600 -10%
WAS
874
Wealth Advisory Solutions
Indiana
$523K -$518K -14,956 -52%
VCM
875
Vivaldi Capital Management
Illinois
$522K +$94.3K +2,725 +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.