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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
JFG
1126
JMG Financial Group
Illinois
$254K
JIP
1127
Jaffetilchin Investment Partners
Florida
$254K +$1.07K +31 +0.5%
PCM
1128
Pointe Capital Management
Michigan
$253K +$104 +3 +0%
SC
1129
Sapient Capital
Indiana
$253K +$233K +6,728 New
SWA
1130
Strategies Wealth Advisors
Michigan
$252K +$19.5K +563 +9%
CFG
1131
Citizens Financial Group
Rhode Island
$252K -$25.1K -724 -10%
PFA
1132
Pathway Financial Advisors
Vermont
$251K +$231K +6,665 New
LJAC
1133
L.J. Altfest & Co
New York
$250K -$15.4K -445 -6%
GCM
1134
Gallacher Capital Management
Colorado
$250K +$16K +463 +7%
CD
1135
Chapin Davis
Maryland
$249K +$230K +6,634 New
CWP
1136
Core Wealth Partners
California
$249K +$865 +25 +0.4%
PFPT
1137
Pinnacle Financial Partners (Tennessee)
Tennessee
$249K -$218K -6,297 -49%
MWM
1138
Mattern Wealth Management
Kansas
$248K -$692 -20 -0.3%
ERIM
1139
Eagle Ridge Investment Management
Connecticut
$248K
M
1140
MYeCFO
California
$246K +$227K +6,555 New
BAM
1141
Berkshire Asset Management
Pennsylvania
$246K +$3.46K +100 +2%
ACM
1142
Arcataur Capital Management
Wisconsin
$246K +$12.8K +370 +6%
HFA
1143
High Falls Advisors
New York
$246K +$727 +21 +0.3%
FFG
1144
Fortem Financial Group
California
$245K +$226K +6,523 New
VFG
1145
Victory Financial Group
Texas
$245K +$226K +6,519 New
CCA
1146
Clarity Capital Advisors
Florida
$244K +$225K +6,502 New
WBCM
1147
Wilson & Boucher Capital Management
California
$244K
ANBT
1148
American National Bank & Trust
Texas
$244K +$155K +4,479 +222%
CAG
1149
Curtis Advisory Group
California
$243K +$223K +6,454 New
FTDI
1150
First Trust Direct Indexing
Massachusetts
$243K +$223K +6,451 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.