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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
LWM
1101
LongView Wealth Management
Georgia
$276K +$253K +7,306 New
OC
1102
Opinicus Capital
Florida
$275K +$253K +7,315 New
LFASL
1103
Lugano Financial Advisors SA (LFA)
Switzerland
$274K +$253K +7,300 New
GSEP
1104
Golden State Equity Partners
California
$273K -$26.9K -778 -10%
BBHC
1105
Brown Brothers Harriman & Co
New York
$273K +$177K +5,105 +237%
CT
1106
Cambridge Trust
Massachusetts
$272K -$35.2K -1,016 -12%
IIC
1107
Ironwood Investment Counsel
Arizona
$271K -$21.9K -632 -8%
CAM
1108
Carret Asset Management
New York
$271K -$10.8K -312 -4%
BWP
1109
BSW Wealth Partners
Colorado
$270K +$249K +7,181 New
OWMIAS
1110
One Wealth Management Investment & Advisory Services
Florida
$269K +$248K +7,167 New
SCTC
1111
Sanibel Captiva Trust Company
Florida
$268K +$247K +7,135 New
RWM
1112
Ritholtz Wealth Management
New York
$267K +$138 +4 +0.1%
SEP
1113
Southland Equity Partners
Missouri
$265K +$15K +434 +7%
AI
1114
Accredited Investors
Minnesota
$265K -$3.63K -105 -1%
AA
1115
Ancora Advisors
Ohio
$264K -$24.1K -697 -9%
NPT
1116
National Philanthropic Trust
Pennsylvania
$262K +$241K +6,959 New
ECM
1117
Evergreen Capital Management
Washington
$261K +$240K +6,937 New
BDF
1118
Black Diamond Financial
Maryland
$260K -$37.2K -1,074 -13%
OCM
1119
Orleans Capital Management
Louisiana
$259K +$238K +6,885 New
SIMG
1120
Sonora Investment Management Group
Arizona
$256K
CSA
1121
Cottage Street Advisors
Massachusetts
$256K +$1.39K +40 +0.6%
FFBTD
1122
First Financial Bank - Trust Division
Ohio
$256K -$3.81K -110 -2%
AC
1123
Avestar Capital
New York
$255K -$10.4K -300 -4%
BFG
1124
Bouchey Financial Group
New York
$255K
SP
1125
Stonebrook Private
Michigan
$255K +$235K +6,775 New

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.