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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
SIAG
1201
Safeguard Investment Advisory Group
California
$217K +$200K +5,784 New
AGP
1202
Autumn Glory Partners
Texas
$216K +$200K +5,783 New
1WA
1203
180 Wealth Advisors
Washington
$215K +$197K +5,699 New
HCM
1204
Horrell Capital Management
Arkansas
$214K
RWM
1205
Revisor Wealth Management
Ohio
$214K +$197K +5,689 New
TCM
1206
Towercrest Capital Management
Pennsylvania
$213K +$196K +5,670 New
EBSAM
1207
Eubel Brady & Suttman Asset Management
Ohio
$213K +$196K +5,665 New
SWM
1208
SilverOak Wealth Management
Minnesota
$213K +$196K +5,660 New
CWM
1209
Cedar Wealth Management
California
$213K -$118K -3,397 -38%
WA
1210
Wealth Architects
California
$213K +$196K +5,655 New
FIBT
1211
First International Bank & Trust
North Dakota
$212K +$196K +5,649 New
WAAG
1212
Wealth Alliance Advisory Group
Kansas
$212K +$195K +5,642 New
CAM
1213
Claret Asset Management
Quebec, Canada
$212K +$195K +5,640 New
NP
1214
NorthRock Partners
Minnesota
$211K +$194K +5,612 New
TCM
1215
Triumph Capital Management
Colorado
$208K -$494K -14,272 -72%
CP
1216
Canopy Partners
Ohio
$208K +$192K +5,540 New
CL
1217
Choreo LLC
Illinois
$208K +$192K +5,538 New
PCM
1218
Parsons Capital Management
Rhode Island
$206K -$40K -1,156 -17%
SAM
1219
Silvercrest Asset Management
New York
$206K -$9.62M -277,911 -98%
HA
1220
Heartland Advisors
Wisconsin
$206K +$189K +5,473 New
FWTB
1221
First Western Trust Bank
Colorado
$206K +$189K +5,471 New
PNAA
1222
Pictet North America Advisors
Switzerland
$206K +$189K +5,467 New
RIS
1223
Retirement Income Solutions
Michigan
$204K +$188K +5,437 New
CIA
1224
Cape Investment Advisory
Georgia
$204K +$4.15K +120 +2%
BBPWM
1225
Blue Bell Private Wealth Management
Pennsylvania
$204K -$65.8K -1,901 -26%

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.