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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
DS
101
DRW Securities
Illinois
$24.9M +$21.5M +622,150 +1,590%
FSC
102
Full Sail Capital
Oklahoma
$22.9M +$15.6M +450,565 +282%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$22.4M -$351K -10,136 -2%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$21.8M +$2.24M +64,768 +13%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$20.7M +$595K +17,176 +3%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$20.1M -$1.27M -36,639 -6%
HF
107
HRT Financial
New York
$20.1M +$12.1M +349,209 +188%
GS
108
GTS Securities
New York
$19.9M +$6.98M +201,576 +62%
WBG
109
Wharton Business Group
Pennsylvania
$19.5M +$3.28M +94,690 +22%
ACM
110
AlphaStar Capital Management
North Carolina
$19.2M +$17.7M +510,677 New
GL
111
Graypoint LLC
New York
$18.8M -$743K -21,452 -4%
WWA
112
WCG Wealth Advisors
Nevada
$18.8M -$2.59M -74,670 -13%
KHLMTHM
113
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$18.7M -$6.92M -199,787 -29%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$18.3M -$27.9M -804,561 -62%
TAM
115
Tocqueville Asset Management
New York
$17.9M +$883K +25,504 +6%
Twin Tree Management
116
Twin Tree Management
Texas
$17.9M +$16.5M +475,672 New
IA
117
IMZ Advisory
Florida
$17.5M +$15.3M +441,522 New
BB
118
Bell Bank
North Dakota
$17.2M -$82.2K -2,373 -0.5%
Vontobel Holding
119
Vontobel Holding
Switzerland
$17.1M -$243K -7,007 -2%
William Blair & Company
120
William Blair & Company
Illinois
$17.1M -$38.7K -1,117 -0.2%
BA
121
Bellwether Advisors
Nebraska
$16.6M +$739K +21,345 +5%
MOS
122
MGO One Seven
Ohio
$16.6M +$63.4K +1,831 +0.4%
DWM
123
Dakota Wealth Management
Florida
$16.1M +$237K +6,837 +2%
EWA
124
Evolution Wealth Advisors
Florida
$15.9M -$185K -5,330 -1%
ONB
125
Old National Bancorp
Indiana
$15.9M -$1.27M -36,668 -8%

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.