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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
SIC
1001
SFE Investment Counsel
California
$367K -$26.9K -778 -7%
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$363K +$331K +9,560 +9,560%
CFO
1003
Callan Family Office
Pennsylvania
$363K +$104K +3,000 +45%
KPWG
1004
KFA Private Wealth Group
Virginia
$363K +$1.04K +30 +0.3%
AA
1005
Addison Advisors
Vermont
$361K -$26.4K -762 -7%
RCWM
1006
Royal Capital Wealth Management
Indiana
$361K +$69 +2 +0%
AG
1007
AlTi Global
New York
$360K +$331K +9,571 New
HPC
1008
HM Payson & Co
Maine
$360K -$34.6K -1,000 -9%
RMAM
1009
Raab & Moskowitz Asset Management
New Jersey
$360K -$25.9K -749 -7%
KF
1010
KKM Financial
Illinois
$360K +$331K +9,568 New
MWM
1011
Modera Wealth Management
New Jersey
$360K -$66.4K -1,919 -17%
SFWC
1012
Strategic Family Wealth Counselors
New Jersey
$358K +$8.07K +233 +3%
DFG
1013
Dupree Financial Group
Kentucky
$357K +$329K +9,497 New
MC
1014
Mathes Company
New York
$355K
BCM
1015
BluePointe Capital Management
California
$351K +$323K +9,324 New
C
1016
Certuity
Florida
$350K +$450 +13 +0.1%
RCS
1017
Retirement Capital Strategies
California
$350K -$935K -27,022 -74%
YIA
1018
YHB Investment Advisors
Connecticut
$347K -$142K -4,115 -31%
FHC
1019
First Heartland Consultants
Missouri
$346K -$17.3K -501 -5%
PG
1020
Proffitt & Goodson
Tennessee
$344K -$73K -2,110 -19%
BSHC
1021
Breed's Hill Capital
Massachusetts
$342K +$315K +9,100 New
GL
1022
Gerber LLC
Ohio
$342K +$315K +9,091 New
FFA
1023
Florida Financial Advisors
Florida
$341K +$314K +9,079 New
EI
1024
Ellevest Inc
New York
$339K
CNFG
1025
Creegan & Nassoura Financial Group
New Hampshire
$338K -$5.19K -150 -2%

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.