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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
EWM
901
Executive Wealth Management
Michigan
$567K +$188K +4,751 +54%
AIM
902
Anchor Investment Management
South Carolina
$566K -$12.2K -310 -2%
VCM
903
Vivaldi Capital Management
Illinois
$565K +$1.42K +36 +0.3%
DBRC
904
D.B. Root & Company
Pennsylvania
$563K -$53.1K -1,344 -9%
AIM
905
Acropolis Investment Management
Missouri
$563K -$84.7K -2,145 -14%
MA
906
MCF Advisors
Kentucky
$563K
UB
907
UMB Bank
Missouri
$561K +$3.55K +90 +0.7%
SL
908
SWMG LLC
Texas
$560K +$44.9K +1,137 +9%
SHFP
909
Second Half Financial Partners
Florida
$559K +$524K +13,262 New
HGERS
910
Householder Group Estate & Retirement Specialist
Arizona
$558K +$31.9K +809 +7%
LSPW
911
Lake Street Private Wealth
Illinois
$557K +$96K +2,433 +23%
RWB
912
RMR Wealth Builders
New Jersey
$557K -$67.3K -1,704 -11%
AFG
913
Atomi Financial Group
New York
$556K -$172K -4,354 -25%
YIH
914
Y-Intercept (HK)
Hong Kong
$556K +$521K +13,206 New
GM
915
Granger Management
New York
$555K
IW
916
Imprint Wealth
South Carolina
$555K +$269K +6,804 +106%
ECM
917
Elgethun Capital Management
South Dakota
$554K -$8.92K -226 -2%
WCM
918
WealthBridge Capital Management
Ohio
$553K +$78.9K +1,998 +18%
Koshinski Asset Management
919
Koshinski Asset Management
Illinois
$551K -$188K -4,774 -27%
QT
920
Quantbot Technologies
New York
$548K -$3.88M -98,319 -88%
LC
921
Lindbrook Capital
California
$546K -$12.4K -313 -2%
S
922
SignatureFD
Georgia
$545K -$74.9K -1,898 -13%
TCOO
923
Trust Company of Oklahoma
Oklahoma
$541K -$1.97K -50 -0.4%
SDAM
924
Shulman DeMeo Asset Management
New York
$539K -$174K -4,408 -26%
CTB
925
Country Trust Bank
Illinois
$539K -$557K -14,111 -52%

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.