We are live on ! Find out more
XLF icon

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
EAM
1026
Empirical Asset Management
Massachusetts
$417K
EWM
1027
Elevatus Welath Management
New York
$416K
MWM
1028
Modera Wealth Management
New Jersey
$416K +$11.9K +301 +3%
FA
1029
Fountainhead AM
New Jersey
$414K +$46.9K +1,187 +14%
OPW
1030
Oxler Private Wealth
New York
$414K -$9.08K -230 -2%
SWP
1031
Strategic Wealth Partners
Ohio
$413K +$138K +3,484 +55%
HPC
1032
HM Payson & Co
Maine
$412K +$8.72K +221 +2%
MWM
1033
MGB Wealth Management
Texas
$412K
ECG
1034
Edge Capital Group
Georgia
$412K
WTC
1035
WhitTier Trust Company
Nevada
$409K -$86K -2,178 -18%
BBHC
1036
Brown Brothers Harriman & Co
New York
$407K +$94.9K +2,405 +33%
PMG
1037
ProVise Management Group
Florida
$405K -$2.65M -67,077 -87%
EFG
1038
Ehrlich Financial Group
California
$404K +$62.7K +1,588 +20%
RCWM
1039
Royal Capital Wealth Management
Indiana
$404K +$79 +2 +0%
KF
1040
KKM Financial
Illinois
$403K
SFWC
1041
Strategic Family Wealth Counselors
New Jersey
$403K +$987 +25 +0.3%
SIMG
1042
Sonora Investment Management Group
Arizona
$402K +$108K +2,734 +40%
EWA
1043
Exencial Wealth Advisors
Oklahoma
$400K +$135K +3,409 +56%
RMAM
1044
Raab & Moskowitz Asset Management
New Jersey
$400K -$2.76K -70 -0.7%
CW
1045
Channel Wealth
California
$399K +$31.6K +801 +9%
SIC
1046
SFE Investment Counsel
California
$398K -$12.2K -308 -3%
MFG
1047
Mosaic Financial Group
Illinois
$397K +$372K +9,416 New
MSAM
1048
Moloney Securities Asset Management
Missouri
$396K -$21.1K -535 -5%
BCM
1049
BluePointe Capital Management
California
$393K
PA
1050
PFG Advisors
Arizona
$391K +$50.1K +1,269 +16%

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.