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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
FUBT
1126
First United Bank & Trust
Maryland
$313K -$4.14K -105 -1%
PA
1127
Perennial Advisors
New York
$312K
SP
1128
Stonebrook Private
Michigan
$312K +$24.6K +622 +9%
HIC
1129
Holderness Investments Company
North Carolina
$311K -$3.59K -91 -1%
LWM
1130
Liberty Wealth Management
California
$310K -$3.75K -95 -1%
PCM
1131
Parsons Capital Management
Rhode Island
$309K +$73.1K +1,852 +34%
AIM
1132
Aspen Investment Management
Michigan
$309K -$48.6K -1,232 -14%
RFA
1133
Register Financial Advisors
Georgia
$309K +$80.8K +2,047 +39%
PFA
1134
Pure Financial Advisors
California
$308K +$289K +7,320 New
MFA
1135
Mayflower Financial Advisors
Massachusetts
$308K -$6.87K -174 -2%
LWM
1136
LongView Wealth Management
Georgia
$308K +$118 +3 +0%
LFASL
1137
Lugano Financial Advisors SA (LFA)
Switzerland
$307K
MIC
1138
Meridian Investment Counsel
California
$307K -$55.3K -1,400 -16%
CAM
1139
Carret Asset Management
New York
$303K
SWA
1140
Strategies Wealth Advisors
Michigan
$303K +$18.5K +469 +7%
SEP
1141
Southland Equity Partners
Missouri
$302K +$4.38K +111 +2%
ECM
1142
Evergreen Capital Management
Washington
$302K +$9.08K +230 +3%
BW
1143
Bison Wealth
Georgia
$299K -$35.8K -906 -11%
BFA
1144
Beacon Financial Advisory
Ohio
$298K -$22K -558 -7%
AI
1145
Accredited Investors
Minnesota
$297K
NF
1146
Nikulski Financial
Iowa
$296K -$112K -2,839 -29%
BTI
1147
Blue Trust Inc
Georgia
$294K -$10.2K -258 -4%
PI
1148
Pachira Investments
California
$292K +$274K +6,943 New
PFPT
1149
Pinnacle Financial Partners (Tennessee)
Tennessee
$292K +$12.6K +319 +5%
SLC
1150
Second Line Capital
Louisiana
$292K -$128K -3,236 -32%

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.