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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
YIA
1001
YHB Investment Advisors
Connecticut
$450K +$57.8K +1,463 +16%
KPWG
1002
KFA Private Wealth Group
Virginia
$446K +$37.5K +951 +10%
TI
1003
tru Independence
Oregon
$445K -$19.8K -502 -5%
FAM
1004
Formidable Asset Management
Ohio
$443K -$25.6K -649 -6%
GLA
1005
Good Life Advisors
Pennsylvania
$439K -$70K -1,773 -15%
LWL
1006
Leo Wealth LLC
Texas
$436K -$3.75K -95 -0.9%
EIA
1007
Eldridge Investment Advisors
New Hampshire
$436K +$79 +2 +0%
NWM
1008
Northwest Wealth Management
Iowa
$435K +$408K +10,339 New
LWM
1009
Lodestone Wealth Management
Washington
$435K -$4.62K -117 -1%
SSWG
1010
Seven Springs Wealth Group
Tennessee
$432K
AWA
1011
Amplius Wealth Advisors
Pennsylvania
$431K -$59.2K -1,499 -13%
SC
1012
Savant Capital
Illinois
$430K -$98.2K -2,487 -20%
SCM
1013
Sebold Capital Management
Illinois
$429K -$6.91K -175 -2%
UWM
1014
USAdvisors Wealth Management
Minnesota
$426K +$401K +10,170 New
ICP
1015
Interchange Capital Partners
Pennsylvania
$425K +$40.9K +1,037 +12%
AWM
1016
Aries Wealth Management
Maine
$423K
SAMT
1017
Select Asset Management & Trust
Pennsylvania
$423K
CCA
1018
Cadent Capital Advisors
Oklahoma
$423K +$396K +10,039 New
HWA
1019
Hillcrest Wealth Advisors
New Jersey
$421K -$385K -9,750 -49%
DMC
1020
Drexel Morgan & Co
Pennsylvania
$421K
LCS
1021
Levin Capital Strategies
New York
$421K
SFB
1022
STAR Financial Bank
Indiana
$421K +$5.64K +143 +1%
CWM
1023
Circle Wealth Management
New Jersey
$419K +$434 +11 +0.1%
MA
1024
MONECO Advisors
Connecticut
$418K -$28.1K -712 -7%
BFC
1025
Bedel Financial Consulting
Indiana
$417K -$3.95K -100 -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.