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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
PHS
1176
Pekin Hardy Strauss
Illinois
$230K -$6.92K -200 -3%
BW
1177
BIP Wealth
Georgia
$230K -$1.66K -48 -0.8%
EWA
1178
Exencial Wealth Advisors
Oklahoma
$229K +$104 +3 +0%
GC
1179
Garde Capital
Washington
$229K +$32.2K +930 +18%
HP
1180
Hilltop Partners
Indiana
$228K -$13.2K -381 -6%
MWM
1181
Marion Wealth Management
Pennsylvania
$228K -$1.35M -38,941 -87%
AW
1182
Avion Wealth
Texas
$228K
TCWA
1183
Turtle Creek Wealth Advisors
Texas
$228K +$210K +6,061 New
LIG
1184
Lokken Investment Group
Delaware
$227K +$209K +6,030 New
MF
1185
Meridian Financial
Massachusetts
$227K +$209K +6,025 New
MMA
1186
Miracle Mile Advisors
California
$226K -$460K -13,287 -69%
DWP
1187
Daymark Wealth Partners
Ohio
$226K +$208K +6,007 New
GC
1188
Gratus Capital
Georgia
$226K +$208K +6,000 New
SFPG
1189
Stonebridge Financial Planning Group
Florida
$226K -$557K -16,078 -73%
MC
1190
Miramar Capital
Illinois
$225K +$207K +5,990 New
LNWWM
1191
Laird Norton Wetherby Wealth Management
California
$223K +$206K +5,940 New
PWCM
1192
Processus Wealth & Capital Management
Tennessee
$222K +$205K +5,911 New
DI
1193
DAGCO Inc
Ohio
$221K +$204K +5,886 New
DWS
1194
Dynamic Wealth Strategies
California
$221K +$204K +5,886 New
PFSC
1195
Peoples Financial Services Corp
Pennsylvania
$221K
FTC
1196
Farmers Trust Company
Ohio
$221K +$203K +5,870 New
MCM
1197
Manchester Capital Management
Vermont
$220K
KFA
1198
Kapstone Financial Advisors
Ohio
$220K +$197K +5,704 New
BSB
1199
Bangor Savings Bank
Maine
$219K -$44.3K -1,280 -18%
BWA
1200
BlueSky Wealth Advisors
North Carolina
$218K -$152K -4,396 -43%

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.