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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
WWM
1201
Whalen Wealth Management
Nevada
$262K +$32.3K +817 +15%
SEIA
1202
Signature Estate & Investment Advisors
California
$261K -$78.3K -1,984 -24%
CWA
1203
Clearview Wealth Advisors
Oregon
$261K +$245K +6,197 New
AMG
1204
Asset Management Group
Connecticut
$261K +$513 +13 +0.2%
BDF
1205
Black Diamond Financial
Maryland
$260K
MSFS
1206
Main Street Financial Solutions
Pennsylvania
$260K +$39 +1 +0%
PIA
1207
Panoramic Investment Advisors
Colorado
$260K +$29.9K +758 +14%
PMFA
1208
Plante Moran Financial Advisors
Michigan
$259K +$171K +4,342 +239%
Bank Julius Baer & Co
1209
Bank Julius Baer & Co
Switzerland
$259K
VFG
1210
Victory Financial Group
Texas
$257K -$16.1K -408 -6%
MCM
1211
Manchester Capital Management
Vermont
$257K +$9.87K +250 +4%
LIG
1212
Lokken Investment Group
Delaware
$254K +$39 +1 +0%
BW
1213
BIP Wealth
Georgia
$252K -$4.54K -115 -2%
PHS
1214
Pekin Hardy Strauss
Illinois
$251K -$5.92K -150 -2%
LNWWM
1215
Laird Norton Wetherby Wealth Management
California
$250K
BWP
1216
BSW Wealth Partners
Colorado
$249K -$49.9K -1,265 -18%
CIA
1217
Cape Investment Advisory
Georgia
$247K +$17.7K +449 +8%
MF
1218
Meridian Financial
Massachusetts
$246K -$6.87K -174 -3%
P
1219
&Partners
Tennessee
$246K +$231K +5,850 New
MWS
1220
Maxwell Wealth Strategies
California
$246K +$237K +6,000 New
DWS
1221
Dynamic Wealth Strategies
California
$246K -$1.58K -40 -0.7%
AGP
1222
Autumn Glory Partners
Texas
$244K
PFSC
1223
Peoples Financial Services Corp
Pennsylvania
$243K -$3.95K -100 -2%
MWPCG
1224
Measured Wealth Private Client Group
New Hampshire
$243K +$228K +5,764 New
MWM
1225
Marion Wealth Management
Pennsylvania
$243K -$12.3K -312 -5%

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.