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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
LWAM
976
Legacy Wealth Asset Management
Minnesota
$488K
CSC
977
Caldwell Sutter Capital
California
$486K
ZF
978
Zhang Financial
Michigan
$486K -$19.6K -496 -4%
SF
979
Summit Financial
New Jersey
$486K +$455K +11,530 New
SIM
980
Sterling Investment Management
Arizona
$480K -$8.57K -217 -2%
LAM
981
LifePro Asset Management
California
$480K +$5.76K +146 +1%
MIA
982
Milestone Investment Advisors
Wisconsin
$478K
HCP
983
Hexagon Capital Partners
Arkansas
$477K -$12.7K -322 -3%
MIC
984
Means Investment Company
Maine
$475K +$158 +4 +0%
AIM
985
AHL Investment Management
Florida
$474K -$47.4K -1,200 -10%
TWP
986
Tempus Wealth Planning
California
$471K +$39 +1 +0%
PFA
987
Pinnacle Family Advisors
Missouri
$471K -$591K -14,973 -57%
ACG
988
Allen Capital Group
Nebraska
$471K
BFO
989
Biltmore Family Office
North Carolina
$471K
GA
990
Greytown Advisors
Florida
$469K -$115K -2,915 -21%
KFI
991
Key Financial Inc
Pennsylvania
$466K -$5.96K -151 -1%
PHIC
992
Pine Haven Investment Counsel
Massachusetts
$466K -$59.2K -1,500 -12%
ASBI
993
American State Bank (Iowa)
Iowa
$464K -$128K -3,254 -23%
AMBIA
994
Allen Mooney & Barnes Investment Advisors
Georgia
$459K +$1.03K +26 +0.2%
BAM
995
Brave Asset Management
New Jersey
$457K -$77K -1,951 -15%
C
996
Certuity
Florida
$455K +$58.6K +1,485 +16%
ATFA
997
All Terrain Financial Advisors
Minnesota
$452K -$29.9K -757 -7%
PP
998
Paloma Partners
Connecticut
$451K -$5.31M -134,612 -93%
KW
999
KWB Wealth
California
$450K +$10.2K +259 +2%
CC
1000
Courier Capital
New York
$450K

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.