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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
AIIMS
1051
Analyst IMS Investment Management Services
Israel
$313K -$70.4K -2,034 -20%
RAG
1052
RIA Advisory Group
Iowa
$313K +$171K +4,938 New
D
1053
Diversified
Delaware
$313K -$23.7K -685 -8%
CL
1054
COWA LLC
Oklahoma
$312K
RMDI
1055
R.M. Davis Inc
Maine
$312K -$18.2K -526 -6%
WC
1056
Whitney & Co
New York
$312K
CPSAC
1057
Chas P. Smith & Associates (CPS)
Florida
$311K -$3.46K -100 -1%
GCIM
1058
Gunn & Company Investment Management
Florida
$311K +$287K +8,280 New
MG
1059
Mather Group
Illinois
$310K +$13.1K +379 +5%
SEIA
1060
Signature Estate & Investment Advisors
California
$308K +$39.7K +1,146 +16%
SCA
1061
Sage Capital Advisors
South Dakota
$307K +$35 +1 +0%
CFS
1062
CRA Financial Services
New Jersey
$307K +$381 +11 +0.1%
LF
1063
LifeSteps Financial
California
$306K -$12K -346 -4%
OFS
1064
OneAscent Financial Services
Alabama
$305K +$280K +8,101 New
GBT
1065
Grove Bank & Trust
Florida
$304K -$142K -4,115 -34%
VIM
1066
Vista Investment Management
Pennsylvania
$304K
HA
1067
Herold Advisors
New York
$304K +$2.49K +72 +0.9%
IAS
1068
Investment Advisory Services
Texas
$302K -$1.73K -50 -0.6%
PA
1069
PFG Advisors
Arizona
$301K -$67.4K -1,948 -20%
CB
1070
Centennial Bank
Arkansas
$301K
EFG
1071
Ehrlich Financial Group
California
$301K +$277K +8,014 New
BW
1072
Bison Wealth
Georgia
$301K +$19.3K +557 +7%
HBW
1073
Hazlett, Burt & Watson
West Virginia
$299K -$34.9K -1,007 -11%
DSC
1074
Duncker Streett & Co
Missouri
$299K +$208 +6 +0.1%
MW
1075
Marcum Wealth
Ohio
$299K +$242 +7 +0.1%

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.