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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
APIM
1076
Agate Pass Investment Management
Washington
$359K
SW
1077
SlateStone Wealth
Florida
$359K
KFS
1078
Kaizen Financial Strategies
California
$357K
LSAG
1079
Lake Street Advisors Group
New Hampshire
$357K
GSIAS
1080
Garden State Investment Advisory Services
New Jersey
$355K +$334K +8,456 New
HAM
1081
Harmony Asset Management
Arizona
$354K +$41.8K +1,059 +14%
CFS
1082
Coordinated Financial Services
Colorado
$353K +$331K +8,376 New
IWA
1083
Icon Wealth Advisors
Texas
$352K
D
1084
Diversified
Delaware
$350K
MCA
1085
MSH Capital Advisors
Arizona
$350K -$1.78K -45 -0.5%
CL
1086
COWA LLC
Oklahoma
$350K
WC
1087
Whitney & Co
New York
$349K
CL
1088
Choreo LLC
Illinois
$348K +$107K +2,719 +49%
RBC
1089
Romano Brothers & Co
Illinois
$344K -$11.4K -288 -3%
SCA
1090
Sage Capital Advisors
South Dakota
$344K +$118 +3 +0%
MCA
1091
Magnolia Capital Advisors
Mississippi
$344K +$336K +8,523 New
RMDI
1092
R.M. Davis Inc
Maine
$344K -$4.74K -120 -1%
BFM
1093
Boothbay Fund Management
New York
$343K +$322K +8,155 New
HA
1094
Herold Advisors
New York
$343K +$3.04K +77 +1%
HR
1095
Howe & Rusling
New York
$343K -$191K -4,847 -37%
GI
1096
Gradient Investments
Minnesota
$342K +$16.7K +423 +5%
CA
1097
Crewe Advisors
Utah
$342K -$424K -10,730 -57%
IAS
1098
Investment Advisory Services
Texas
$339K +$316 +8 +0.1%
EFMC
1099
Empire Financial Management Company
New York
$339K +$318K +8,045 New
HBW
1100
Hazlett, Burt & Watson
West Virginia
$335K +$276 +7 +0.1%

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.