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
FC
1051
Fusion Capital
South Carolina
$387K -$27.4K -693 -7%
MIA
1052
MainStreet Investment Advisors
Illinois
$386K -$25.7K -650 -7%
GL
1053
Gerber LLC
Ohio
$384K +$1.18K +30 +0.3%
BC
1054
Bowman & Company
Wisconsin
$384K -$140K -3,544 -28%
BSHC
1055
Breed's Hill Capital
Massachusetts
$383K
AA
1056
Addison Advisors
Vermont
$379K -$23.7K -600 -6%
EI
1057
Ellevest Inc
New York
$379K
CNFG
1058
Creegan & Nassoura Financial Group
New Hampshire
$379K
DC
1059
Destiny Capital
Colorado
$379K
DDC
1060
DF Dent & Co
Maryland
$378K
DFG
1061
Dupree Financial Group
Kentucky
$378K -$20.6K -521 -5%
APW
1062
Aurora Private Wealth
New Jersey
$377K +$10.7K +272 +3%
RCM
1063
Richardson Capital Management
Wisconsin
$377K +$353K +8,944 New
IIA
1064
Integral Investment Advisors
California
$374K +$352K +8,926 New
WE
1065
Wealth Effects
Massachusetts
$369K -$88.7K -2,247 -20%
FHC
1066
First Heartland Consultants
Missouri
$369K -$17.7K -449 -5%
TCBWMS
1067
Texas Capital Bank Wealth Management Services
Texas
$369K +$346K +8,760 New
CPSAC
1068
Chas P. Smith & Associates (CPS)
Florida
$369K +$18.6K +470 +6%
FCBT
1069
First Citizens Bank & Trust
North Carolina
$369K +$1.58K +40 +0.5%
FCP
1070
Fidelis Capital Partners
Florida
$368K +$45.7K +1,157 +15%
FLPIM
1071
F.L. Putnam Investment Management
Massachusetts
$365K -$85K -2,152 -20%
CWM
1072
Centric Wealth Management
Illinois
$364K +$57.9K +1,466 +19%
JFGIW
1073
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$363K -$57.3K -1,452 -14%
PG
1074
Proffitt & Goodson
Tennessee
$362K -$22.2K -562 -6%
CB
1075
Centennial Bank
Arkansas
$361K +$21.5K +544 +7%

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.