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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
IF
1251
Integrity Financial
Wyoming
$162K -$2.25K -65 -1%
VC
1252
Vestor Capital
Illinois
$158K +$81.4K +2,352 +128%
LFG
1253
Larson Financial Group
Missouri
$158K +$121K +3,500 +505%
NF
1254
Norwood Financial
Pennsylvania
$156K
BHWM
1255
Beaird Harris Wealth Management
Texas
$153K
SMA
1256
Sage Mountain Advisors
Georgia
$147K
BG
1257
Bollard Group
Massachusetts
$147K +$519 +15 +0.4%
PWMG
1258
Provence Wealth Management Group
California
$144K +$35 +1 +0%
GCM
1259
Gables Capital Management
Florida
$143K
WOC
1260
West Oak Capital
California
$142K
CAM
1261
Chesapeake Asset Management
New York
$138K -$7.51K -217 -6%
FCAS
1262
First Command Advisory Services
Texas
$134K +$16.9K +488 +16%
FWP
1263
FAS Wealth Partners
Kansas
$133K -$22.8K -660 -16%
PB
1264
Pinnacle Bancorp
Nebraska
$131K
SS
1265
Sunbelt Securities
Texas
$127K +$1.11K +32 +1%
TF
1266
Tompkins Financial
New York
$127K +$10.9K +316 +10%
PS
1267
Planned Solutions
California
$120K +$110K +3,190 New
CT
1268
Colonial Trust
South Carolina
$119K +$29.4K +850 +37%
SPWM
1269
Spartan Planning & Wealth Management
North Carolina
$117K +$57.5K +1,660 +114%
CB
1270
Community Bank
New York
$116K
SA
1271
Scarborough Advisors
Maryland
$115K +$106K +3,063 New
PPC
1272
Park Place Capital
Alabama
$114K +$49.3K +1,423 +89%
RP
1273
Rice Partnership
Hawaii
$113K -$34.6K -1,000 -25%
NL
1274
NVWM LLC
Pennsylvania
$113K
BAM
1275
Byrne Asset Management
New Jersey
$112K -$4.33K -125 -4%

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.