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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
Tudor Investment Corp
76
Tudor Investment Corp
Connecticut
$39M +$28.9M +833,379 +407%
N
77
Natixis
France
$38.1M -$17M -490,366 -33%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$37.8M +$10.7M +308,619 +45%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$36.8M +$4.83M +139,624 +17%
Truist Financial
80
Truist Financial
North Carolina
$35.1M -$2.54M -73,388 -7%
GKWIM
81
Gerber Kawasaki Wealth & Investment Management
California
$32.7M +$1.14M +33,002 +4%
SWM
82
Spire Wealth Management
Virginia
$32.3M +$8.98M +259,270 +44%
YLHM
83
Yelin Lapidot Holdings Management
Israel
$31.6M -$3.91K -113 -0%
AA
84
ALPS Advisors
Colorado
$31.4M +$925K +26,730 +3%
MML Investors Services
85
MML Investors Services
Massachusetts
$31.4M -$981K -28,329 -3%
Millennium Management
86
Millennium Management
New York
$30.9M -$11M -316,719 -28%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$30.6M -$1.9M -54,839 -6%
Man Group
88
Man Group
United Kingdom
$29.5M +$27.2M +784,778 New
KIA
89
KCM Investment Advisors
California
$29.5M +$1.35M +39,057 +5%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$28M +$2.03M +58,629 +9%
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$27.5M +$25.3M +731,129 New
IPW
92
Invictus Private Wealth
Colorado
$27.3M +$887K +25,635 +4%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$26M +$4.34M +125,337 +22%
CA
94
CSM Advisors
Pennsylvania
$25.9M +$23.8M +688,900 New
NRA
95
NSI Retail Advisors
Pennsylvania
$25.9M +$23.8M +688,900 New
CWM
96
Campbell Wealth Management
Virginia
$25.6M +$295K +8,516 +1%
CCM
97
Cullen Capital Management
New York
$25.5M +$21.6M +624,643 +1,171%
Corient Private Wealth
98
Corient Private Wealth
Florida
$25.4M +$2.3M +66,409 +11%
Mariner
99
Mariner
Kansas
$25.2M +$4.16M +120,139 +22%
MS
100
Maven Securities
Jersey
$25.1M +$23.1M +667,307 New

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.