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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
PIA
1226
Panoramic Investment Advisors
Colorado
$203K +$187K +5,403 New
AIM
1227
Athena Investment Management
California
$203K +$187K +5,400 New
WWM
1228
Whalen Wealth Management
Nevada
$203K +$187K +5,396 New
FAB
1229
First American Bank
Illinois
$202K +$186K +5,385 New
WWM
1230
Wolff Wiese Magana
California
$201K -$4.78K -138 -3%
FH
1231
FWG Holdings
Florida
$201K +$183K +5,295 New
CCA
1232
Clearwater Capital Advisors
Illinois
$200K -$101K -2,925 -35%
ACP
1233
Aviance Capital Partners
Florida
$200K -$41.5K -1,199 -18%
SIC
1234
Sterling Investment Counsel
New York
$200K +$184K +5,320 New
RFA
1235
Register Financial Advisors
Georgia
$198K +$168K +4,863 +1,172%
FCA
1236
FinTrust Capital Advisors
South Carolina
$198K
UCB
1237
United Community Bank
South Carolina
$197K
HCA
1238
Harbor Capital Advisors
Illinois
$197K +$181K +5,232 New
NMM
1239
Naples Money Management
Florida
$196K +$181K +5,226 New
FMII
1240
Farmers & Merchants Investments Inc
Nebraska
$196K -$1.73K -50 -0.9%
BWL
1241
Bogart Wealth LLC
Virginia
$193K +$95.2K +2,751 +116%
GWANC
1242
Guardian Wealth Advisors (North Carolina)
North Carolina
$191K -$60.8K -1,755 -25%
RMC
1243
Resources Management Corp
Connecticut
$177K +$2.77K +80 +2%
BCWM
1244
Bartlett & Co Wealth Management
Ohio
$173K -$109K -3,158 -41%
BC
1245
Bartlett & Co
Ohio
$173K -$109K -3,158 -41%
GWSA
1246
Global Wealth Strategies & Associates
Colorado
$170K -$2.98M -85,999 -95%
CAS
1247
Coppell Advisory Solutions
Texas
$169K -$91.8K -2,653 -37%
YDMI
1248
Y.D. More Investments
Israel
$168K +$23.1K +667 +17%
RIM
1249
Rockbridge Investment Management
New York
$164K +$151K +4,355 New
Bessemer Group
1250
Bessemer Group
New Jersey
$163K -$81.4K -2,352 -35%

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.