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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
FNT
876
First National Trust
Pennsylvania
$607K -$29.1K -736 -5%
MWA
877
Meridian Wealth Advisors
Texas
$606K
ATC
878
Adirondack Trust Company
New York
$606K +$9.87K +250 +2%
GIM
879
Goelzer Investment Management
Indiana
$605K -$121K -3,055 -18%
MWA
880
Monograph Wealth Advisors
California
$604K
TW
881
Transform Wealth
Colorado
$603K -$13.2K -335 -2%
WSTAM
882
Wilbanks Smith & Thomas Asset Management
Virginia
$603K -$29.7K -752 -5%
TPW
883
Transatlantique Private Wealth
New York
$602K
CIAS
884
Capital Investment Advisory Services
North Carolina
$601K -$46.1K -1,169 -8%
TI
885
Tidal Investments
Wisconsin
$599K +$562K +14,231 New
PPP
886
Private Portfolio Partners
New Jersey
$598K -$37K -937 -6%
FPGT
887
Financial Partners Group (Tennessee)
Tennessee
$598K -$20.8K -526 -4%
LMKC
888
L.M. Kohn & Company
Ohio
$596K -$25.7K -650 -4%
GT
889
Greenleaf Trust
Michigan
$595K +$1.38K +35 +0.2%
FNBT
890
FineMark National Bank & Trust
Florida
$588K
NI
891
NCP Inc
California
$583K +$546K +13,831 New
KJWM
892
Kiley Juergens Wealth Management
Washington
$582K -$26.6K -674 -5%
KFP
893
KMG Fiduciary Partners
Ohio
$582K -$26.7K -676 -5%
SFC
894
Strategic Financial Concepts
Texas
$579K +$543K +13,743 New
PWP
895
Phillips Wealth Planners
Mississippi
$576K +$574K +14,549 New
CA
896
Cornerstone Advisory
Maryland
$575K -$23.5K -595 -4%
QWM
897
Quadcap Wealth Management
Texas
$574K -$27.6K -699 -5%
IMC Chicago
898
IMC Chicago
Illinois
$573K +$537K +13,603 New
PCMF
899
Private Capital Management (Florida)
Florida
$569K -$5.84K -148 -1%
CCM
900
Condor Capital Management
New Jersey
$568K -$13K -329 -2%

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.