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State Street Financial Select Sector SPDR ETF

1,507 hedge funds and large institutions have $280B invested in State Street Financial Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 648 increasing their positions, 507 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more capital invested

Capital invested by funds: $28.7B → $280B (+$251B)

28% more repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 507

14% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 141

2.92% more ownership

Funds ownership: 65.13%68.05% (+2.9%)

0% less funds holding

Funds holding: 1,5081,507 (-1)

1% less funds holding in top 10

Funds holding in top 10: 8786 (-1)

66% less call options, than puts

Call options by funds: $3.19B | Put options by funds: $9.35B

Holders
1,507
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
23.77%
Holding in Top 10
86
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.15%
% of All Funds
1.36%
New
161
Increased
648
Reduced
507
Closed
141
Calls
$3.19B
Puts
$9.35B
Net Calls
-$6.16B
Net Calls Change
-$1.7B
Name Holding Trade Value Shares
Change
Change in
Stake
TA
1076
Trellis Advisors
Washington
$378K
SQA
1077
Simon Quick Advisors
New Jersey
$377K -$289K -7,391 -43%
EWM
1078
Empirical Wealth Management
Washington
$377K -$147K -3,769 -28%
BTWM
1079
Baker Tilly Wealth Management
Wisconsin
$376K -$125K -3,207 -25%
WA
1080
Waverly Advisors
Alabama
$376K -$19.5K -498 -5%
LF
1081
LifeSteps Financial
California
$375K -$34.2K -874 -8%
CL
1082
COWA LLC
Oklahoma
$374K -$1.56K -40 -0.4%
IWA
1083
Intercontinental Wealth Advisors
Texas
$369K -$104K -2,665 -22%
SSG
1084
Summit Securities Group
New York
$368K -$9.01M -230,400 -96%
CC
1085
Courier Capital
New York
$367K +$8.01K +205 +2%
RCWM
1086
Royal Capital Wealth Management
Indiana
$367K +$18.8K +481 +5%
VCM
1087
Vivaldi Capital Management
Illinois
$365K -$89.9K -2,301 -17%
BS
1088
Boenning & Scattergood
Pennsylvania
$364K +$19.7K +503 +6%
PWM
1089
PBMares Wealth Management
Virginia
$362K +$369K +9,439 New
IWP
1090
Icon Wealth Partners
Texas
$361K +$391 +10 +0.1%
PWG
1091
Private Wealth Group
Florida
$361K +$19.3K +493 +6%
ACI
1092
Alpha Cubed Investments
California
$356K +$363K +9,297 New
SIAG
1093
Safeguard Investment Advisory Group
California
$355K -$11.3K -288 -3%
HA
1094
Herold Advisors
New York
$353K +$41.1K +1,052 +13%
CFC
1095
Coyle Financial Counsel
Illinois
$351K +$1.25K +32 +0.4%
EWM
1096
Executive Wealth Management
Michigan
$351K +$49.3K +1,262 +16%
MFA
1097
Mayflower Financial Advisors
Massachusetts
$350K -$9.26K -237 -3%
EM
1098
ELCO Management
New York
$349K
T
1099
TCWP
Ohio
$344K -$238K -6,083 -40%
LWM
1100
Liberty Wealth Management
California
$341K +$348K +8,903 New

XLF Hedge Fund Activity: Q1 2022 in Review

1,507 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2022, worth a combined $280B — up 874% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XLF positions and 141 closed out — a net gain of 20 holders — while 648 added to existing stakes and 507 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $2.51B. The largest seller was Korea Investment Corp, cutting an estimated $659M.

  • 1,507 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2022, down from 1,508 in Q4 2021.
  • Funds reported $280B of State Street Financial Select Sector SPDR ETF stock for Q1 2022, up 874% quarter-over-quarter.
  • 161 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2022 and 141 closed out, a net change of +20 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2022 was Altshuler Shaham, an estimated $2.51B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2022 was Korea Investment Corp, an estimated $659M sold.

Based on aggregated 13F filings for Q1 2022.