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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
N
76
Natixis
France
$42.2M -$475K -12,033 -1%
AAG
77
Armstrong Advisory Group
Massachusetts
$41.7M
ETC
78
Exchange Traded Concepts
Oklahoma
$40.4M -$28.7M -725,789 -43%
GKWIM
79
Gerber Kawasaki Wealth & Investment Management
California
$38M +$1.33M +33,772 +4%
Jane Street
80
Jane Street
New York
$37.7M +$34.3M +868,543 +3,369%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$37.6M +$7.88M +199,597 +29%
NYLIM
82
New York Life Investment Management
New York
$36.5M -$7.04M -178,272 -17%
KIA
83
KCM Investment Advisors
California
$35.9M +$2.76M +69,973 +9%
CIBC World Market
84
CIBC World Market
Ontario, Canada
$35.8M -$67M -1,696,733 -67%
YLHM
85
Yelin Lapidot Holdings Management
Israel
$35.4M
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$35.4M -$6.21M -157,318 -16%
MML Investors Services
87
MML Investors Services
Massachusetts
$34.5M -$645K -16,344 -2%
Pathstone Holdings
88
Pathstone Holdings
New Jersey
$31.2M +$395K +10,009 +1%
IPW
89
Invictus Private Wealth
Colorado
$30.9M +$375K +9,498 +1%
DWM
90
Dakota Wealth Management
Florida
$30.8M +$12M +304,499 +71%
AA
91
ALPS Advisors
Colorado
$30.8M -$4.13M -104,524 -13%
Lido Advisors
92
Lido Advisors
California
$30.7M +$19.7M +500,199 +219%
AssetMark Inc
93
AssetMark Inc
California
$30.4M +$20.7M +525,625 +269%
CWM
94
Campbell Wealth Management
Virginia
$30.1M +$1.33M +33,600 +5%
TCM
95
Tradewinds Capital Management
Washington
$29.7M +$27.9M +706,060 New
CA
96
CSM Advisors
Pennsylvania
$29M
NRA
97
NSI Retail Advisors
Pennsylvania
$29M
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$28.9M +$11M +277,486 +68%
TF
99
Trek Financial
Arizona
$28.8M +$10.8M +273,284 +67%
Mariner
100
Mariner
Kansas
$28.6M +$301K +7,626 +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.