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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
CA
1151
Continuum Advisory
Idaho
$291K +$275K +6,973 New
SYBT
1152
Stock Yards Bank & Trust
Kentucky
$289K +$21.7K +549 +9%
CW
1153
Connectus Wealth
Ohio
$288K -$235K -5,949 -46%
JFG
1154
JMG Financial Group
Illinois
$288K +$2.76K +70 +1%
PCM
1155
Pointe Capital Management
Michigan
$288K +$3.71K +94 +1%
WIA
1156
Wetzel Investment Advisors
Indiana
$287K -$11.3K -286 -4%
RWM
1157
Ritholtz Wealth Management
New York
$287K -$11.6K -293 -4%
JIP
1158
Jaffetilchin Investment Partners
Florida
$286K +$2.21K +56 +0.8%
AC
1159
Avestar Capital
New York
$286K +$39 +1 +0%
BFG
1160
Bouchey Financial Group
New York
$286K
DWP
1161
Daymark Wealth Partners
Ohio
$285K +$29.8K +754 +13%
AGA
1162
Arkos Global Advisors
Texas
$284K +$267K +6,752 New
IIC
1163
Ironwood Investment Counsel
Arizona
$284K -$19.1K -483 -7%
SAM
1164
Silvercrest Asset Management
New York
$283K +$49.3K +1,249 +23%
MWM
1165
Mattern Wealth Management
Kansas
$283K +$4.74K +120 +2%
FCM
1166
Firestone Capital Management
Florida
$282K +$264K +6,690 New
CFG
1167
Carr Financial Group
Massachusetts
$281K +$15.8K +399 +6%
PFA
1168
Pathway Financial Advisors
Vermont
$281K
FFBTD
1169
First Financial Bank - Trust Division
Ohio
$281K -$5.84K -148 -2%
CFO
1170
Callan Family Office
Pennsylvania
$280K -$118K -3,000 -31%
CWP
1171
Core Wealth Partners
California
$280K +$711 +18 +0.3%
CD
1172
Chapin Davis
Maryland
$279K
LJAC
1173
L.J. Altfest & Co
New York
$278K -$2.21K -56 -0.8%
ERIM
1174
Eagle Ridge Investment Management
Connecticut
$278K
SXL
1175
Summit X LLC
Missouri
$277K +$260K +6,581 New

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.