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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
SFG
1151
SNS Financial Group
Minnesota
$242K
IW
1152
Imprint Wealth
South Carolina
$242K +$223K +6,438 New
MCM
1153
Magnolia Capital Management
New York
$242K
SCG
1154
Sonata Capital Group
Washington
$241K
T
1155
Tidemark
California
$241K +$221K +6,397 New
OIA
1156
Optimum Investment Advisors
Illinois
$241K
EWM
1157
Endowment Wealth Management
Wisconsin
$240K +$221K +6,385 New
BTI
1158
Blue Trust Inc
Georgia
$240K +$221K +6,384 +745%
RCAG
1159
Rehmann Capital Advisory Group
Michigan
$240K -$44.7K -1,291 -17%
HAS
1160
Holland Advisory Services
Florida
$240K
SWP
1161
Strategic Wealth Partners
Ohio
$238K +$4.02K +116 +2%
AWA
1162
Acorn Wealth Advisors
Michigan
$237K -$74.6K -2,154 -25%
SYBT
1163
Stock Yards Bank & Trust
Kentucky
$237K -$9.69K -280 -4%
PFG
1164
Pinnacle Financial Group
Illinois
$236K -$1.73K -50 -0.8%
CFG
1165
Carr Financial Group
Massachusetts
$236K
TCM
1166
Twin Capital Management
Pennsylvania
$235K -$7.72K -223 -3%
HWAM
1167
Hennion & Walsh Asset Management
New Jersey
$235K +$216K +6,249 New
ZIMP
1168
Zimmermann Investment Management & Planning
Pennsylvania
$235K -$326K -9,410 -60%
AWM
1169
Arista Wealth Management
Nevada
$234K +$215K +6,215 New
SAM
1170
Sawgrass Asset Management
Florida
$233K
AMG
1171
Asset Management Group
Connecticut
$232K +$589 +17 +0.3%
MSFS
1172
Main Street Financial Solutions
Pennsylvania
$232K -$3.74K -108 -2%
Bank Julius Baer & Co
1173
Bank Julius Baer & Co
Switzerland
$231K -$2.63K -76 -1%
CPIG
1174
Chicago Partners Investment Group
Illinois
$231K -$13.4K -386 -6%
DIM
1175
DLK Investment Management
California
$231K +$212K +6,138 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.