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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
PWS
951
Private Wealth Strategies
Ohio
$512K -$50.9K -1,290 -10%
3AM
952
3EDGE Asset Management
Florida
$510K +$478K +12,117 New
JHCP
953
Jackson Hole Capital Partners
Oklahoma
$509K -$5.64K -143 -1%
KCFA
954
Key Client Fiduciary Advisors
New Jersey
$509K -$9.67K -245 -2%
UFF
955
USA Financial Formulas
Michigan
$508K -$111K -2,803 -19%
BA
956
Bristlecone Advisors
Washington
$506K +$39.5K +1,000 +9%
AT
957
Arlington Trust
Alabama
$505K -$127K -3,216 -21%
ONST
958
Old North State Trust
North Carolina
$505K +$474K +12,000 New
TWA
959
Talisman Wealth Advisors
New Jersey
$504K +$32.9K +833 +7%
ECM
960
Exchange Capital Management
Michigan
$504K -$7.5K -190 -2%
FWSM
961
First Wilshire Securities Management
California
$503K -$23.7K -600 -5%
MC
962
Mathes Company
New York
$503K +$98.7K +2,500 +26%
WAS
963
Wealth Advisory Solutions
Indiana
$503K -$78.4K -1,986 -14%
USWIA
964
UP Strategic Wealth Investment Advisors
Pennsylvania
$502K
PCG
965
Prosperity Consulting Group
Maryland
$502K +$39 +1 +0%
BCV
966
Banque Cantonale Vaudoise
Switzerland
$502K -$112K -2,834 -19%
CG
967
Cutler Group
California
$501K +$470K +11,907 New
DIA
968
Dana Investment Advisors
Wisconsin
$501K +$469K +11,886 New
BSA
969
Braun Stacey Associates
New York
$500K +$2.76K +70 +0.6%
CNWM
970
Clay Northam Wealth Management
California
$498K +$3.24K +82 +0.7%
OFG
971
Oxford Financial Group
Indiana
$496K -$53.8K -1,362 -10%
JIR
972
James Investment Research
Ohio
$496K -$4.74K -120 -1%
Walleye Trading
973
Walleye Trading
New York
$495K +$464K +11,754 New
FMWA
974
Forvis Mazars Wealth Advisors
Missouri
$494K
VWM
975
Valley Wealth Managers
New Jersey
$491K -$316 -8 -0.1%

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.