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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
ACI
926
Alpha Cubed Investments
California
$538K -$274K -6,937 -35%
GIM
927
Grassi Investment Management
California
$535K +$27.2K +690 +6%
MP
928
McDonald Partners
Ohio
$534K +$1.15K +29 +0.2%
BOH
929
Bank of Hawaii
Hawaii
$533K
DI
930
Diligent Investors
California
$530K +$5.21K +132 +1%
FTUS
931
Flow Traders U.S.
New York
$529K +$495K +12,551 New
FDCP
932
Foster Dykema Cabot & Partners
Massachusetts
$528K -$14.2M -359,291 -97%
AWA
933
Arete Wealth Advisors
Illinois
$526K +$66.8K +1,691 +16%
HWAM
934
Hennion & Walsh Asset Management
New Jersey
$525K +$246K +6,227 +100%
WA
935
Wealthstar Advisors
Texas
$525K +$17.8K +450 +4%
ASFA
936
All Season Financial Advisors
Colorado
$524K +$491K +12,446 New
MA
937
Modus Advisors
Minnesota
$524K
CIA
938
Choate Investment Advisors
Massachusetts
$523K +$11.8K +300 +2%
TA
939
TruWealth Advisors
Louisiana
$522K +$79 +2 +0%
AG
940
Ascent Group
Virginia
$520K -$132K -3,351 -21%
CMI
941
Clare Market Investments
Texas
$520K -$32K -810 -6%
PWW
942
Pettyjohn Wood & White
Virginia
$518K +$25.7K +650 +6%
RIA
943
RPG Investment Advisory
California
$518K -$112K -2,830 -19%
SFM
944
Soros Fund Management
New York
$517K
GWA
945
Gratus Wealth Advisors
Virginia
$517K -$33.4K -846 -6%
MTIM
946
Marathon Trading Investment Management
Pennsylvania
$515K -$72.9K -1,847 -13%
SIS
947
Sound Income Strategies
Florida
$515K +$460K +11,663 +2,113%
CHA
948
Carmichael Hill & Associates
Maryland
$514K +$37.3K +946 +8%
KWM
949
Kaydan Wealth Management
Michigan
$514K +$8.09K +205 +2%
BFA
950
Bragg Financial Advisors
North Carolina
$512K -$74.7K -1,892 -13%

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.