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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
CAIMH
1026
Central Asset Investments & Management Holdings
Hong Kong
$338K
DC
1027
Destiny Capital
Colorado
$338K +$311K +8,991 New
DDC
1028
DF Dent & Co
Maryland
$338K +$311K +8,978 New
HHGA
1029
Halbert Hargrove Global Advisors
California
$337K +$1.52K +44 +0.5%
DFG
1030
Delta Financial Group
New Jersey
$336K +$16.9K +489 +6%
ICP
1031
Interchange Capital Partners
Pennsylvania
$335K +$195K +5,631 +172%
EWM
1032
Executive Wealth Management
Michigan
$331K +$12K +346 +4%
APW
1033
Aurora Private Wealth
New Jersey
$328K -$76.8K -2,217 -20%
FCBT
1034
First Citizens Bank & Trust
North Carolina
$327K +$63.5K +1,833 +27%
MIC
1035
Meridian Investment Counsel
California
$326K -$17.3K -500 -5%
CW
1036
Channel Wealth
California
$326K -$86K -2,485 -22%
FA
1037
Fountainhead AM
New Jersey
$325K +$31.7K +916 +12%
AIM
1038
Aspen Investment Management
Michigan
$322K -$10.6K -305 -3%
AQR Capital Management
1039
AQR Capital Management
Connecticut
$321K +$3.19K +92 +1%
SW
1040
SlateStone Wealth
Florida
$321K
APIM
1041
Agate Pass Investment Management
Washington
$321K +$485 +14 +0.2%
ESB
1042
Essex Savings Bank
Connecticut
$320K +$294K +8,502 New
KFS
1043
Kaizen Financial Strategies
California
$319K
LSAG
1044
Lake Street Advisors Group
New Hampshire
$318K -$95.9K -2,770 -25%
RBC
1045
Romano Brothers & Co
Illinois
$318K -$9.07K -262 -3%
NS
1046
NBC Securities
Alabama
$317K +$13.1K +379 +5%
PAM
1047
Palisade Asset Management
Minnesota
$316K +$291K +8,400 New
IWA
1048
Icon Wealth Advisors
Texas
$314K +$289K +8,352 New
MCA
1049
MSH Capital Advisors
Arizona
$314K +$68.9K +1,989 +31%
PP
1050
Patron Partners
Texas
$313K +$7.48K +216 +3%

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.