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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
HP
1226
Hilltop Partners
Indiana
$242K -$12.8K -324 -5%
Fiera Capital (Canada)
1227
Fiera Capital (Canada)
Quebec, Canada
$242K +$226K +5,734 New
SIAG
1228
Safeguard Investment Advisory Group
California
$241K -$2.84K -72 -1%
KFA
1229
Kapstone Financial Advisors
Ohio
$240K
PCFFS
1230
Pacific Center for Financial Services
California
$240K +$175K +4,439 +353%
EBSAM
1231
Eubel Brady & Suttman Asset Management
Ohio
$239K
HCM
1232
Horrell Capital Management
Arkansas
$239K
SWM
1233
SilverOak Wealth Management
Minnesota
$238K
CWM
1234
Cedar Wealth Management
California
$238K
WA
1235
Wealth Architects
California
$238K
FIBT
1236
First International Bank & Trust
North Dakota
$238K
RRA
1237
Round Rock Advisors
Connecticut
$237K +$222K +5,621 New
SRC
1238
Shufro Rose & Co
New York
$236K +$221K +5,600 New
1WA
1239
180 Wealth Advisors
Washington
$236K -$3.95K -100 -2%
ACP
1240
Arcus Capital Partners
Georgia
$234K -$91.6K -2,321 -29%
BBA
1241
BLB&B Advisors
Pennsylvania
$234K +$219K +5,550 New
CP
1242
Canopy Partners
Ohio
$233K
CAM
1243
Claret Asset Management
Quebec, Canada
$233K -$4.74K -120 -2%
FWA
1244
FSM Wealth Advisors
Ohio
$232K +$218K +5,515 New
FWTB
1245
First Western Trust Bank
Colorado
$230K
PNAA
1246
Pictet North America Advisors
Switzerland
$230K
RIS
1247
Retirement Income Solutions
Michigan
$229K
SBIA
1248
Sheaff Brock Investment Advisors
Indiana
$228K +$214K +5,420 New
TCM
1249
Towercrest Capital Management
Pennsylvania
$228K -$10.2K -259 -5%
AIM
1250
Athena Investment Management
California
$227K

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.