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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
RWA
876
River Wealth Advisors
Pennsylvania
$522K +$29.5K +851 +7%
WA
877
Waverly Advisors
Alabama
$521K -$5.64K -163 -1%
CCM
878
Condor Capital Management
New Jersey
$520K +$589 +17 +0.1%
GWA
879
Gratus Wealth Advisors
Virginia
$520K +$478K +13,818 New
AIM
880
Anchor Investment Management
South Carolina
$517K -$22.8K -659 -5%
PI
881
PFG Investments
New York
$514K +$57.8K +1,670 +14%
PCMF
882
Private Capital Management (Florida)
Florida
$513K +$1.97K +57 +0.4%
UOTTAIMCU
883
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$513K +$261K +7,527 +123%
PG
884
Prostatis Group
Maryland
$511K -$4.33K -125 -0.9%
PWS
885
Private Wealth Strategies
Ohio
$506K -$30.1K -870 -6%
CW
886
CreativeOne Wealth
Kansas
$505K -$11.8K -340 -2%
ECM
887
Elgethun Capital Management
South Dakota
$504K +$138 +4 +0%
MA
888
MCF Advisors
Kentucky
$503K +$26K +750 +6%
LC
889
Lindbrook Capital
California
$499K -$363K -10,484 -44%
UB
890
UMB Bank
Missouri
$497K -$1.52K -44 -0.3%
GM
891
Granger Management
New York
$496K
CMI
892
Clare Market Investments
Texas
$494K -$55.2K -1,594 -11%
OFG
893
Oxford Financial Group
Indiana
$494K +$47.2K +1,364 +12%
HR
894
Howe & Rusling
New York
$488K +$240K +6,944 +115%
Wolverine Trading
895
Wolverine Trading
Illinois
$487K -$4.63M -133,833 -91%
TC
896
TownSquare Capital
Utah
$487K -$5.37K -155 -1%
TCOO
897
Trust Company of Oklahoma
Oklahoma
$485K +$10.2K +296 +2%
CW
898
Connectus Wealth
Ohio
$481K -$14.3K -413 -3%
BAM
899
Brave Asset Management
New Jersey
$481K -$108K -3,119 -20%
SC
900
Savant Capital
Illinois
$478K -$33.5K -969 -7%

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.