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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
WAAG
1251
Wealth Alliance Advisory Group
Kansas
$227K -$9.83K -249 -4%
LSA
1252
L & S Advisors
California
$226K +$212K +5,369 New
FCA
1253
FinTrust Capital Advisors
South Carolina
$226K +$3.79K +96 +2%
CAGAS
1254
Capital Advisory Group Advisory Services
Minnesota
$225K +$211K +5,348 New
SAM
1255
Sawgrass Asset Management
Florida
$225K -$34.1K -865 -14%
CCA
1256
Clearwater Capital Advisors
Illinois
$224K -$118 -3 -0.1%
FNBOMD
1257
First National Bank of Mount Dora
Florida
$224K +$210K +5,316 New
DWM
1258
Dopkins Wealth Management
New York
$223K +$209K +5,305 New
OIA
1259
Optimum Investment Advisors
Illinois
$223K -$43.4K -1,100 -17%
SC
1260
Sapient Capital
Indiana
$223K -$56.6K -1,434 -21%
CT
1261
Cambridge Trust
Massachusetts
$222K -$77K -1,950 -27%
ZIMP
1262
Zimmermann Investment Management & Planning
Pennsylvania
$222K -$38.3K -969 -16%
WWM
1263
Wolff Wiese Magana
California
$221K -$3.95K -100 -2%
NCM
1264
Narwhal Capital Management
Georgia
$221K +$207K +5,250 New
PWP
1265
Precedent Wealth Partners
Texas
$221K +$207K +5,244 New
FMII
1266
Farmers & Merchants Investments Inc
Nebraska
$220K
BP
1267
BBR Partners
New York
$220K +$206K +5,215 New
SIC
1268
Sterling Investment Counsel
New York
$219K -$4.42K -112 -2%
T. Rowe Price Associates
1269
T. Rowe Price Associates
Maryland
$219K +$205K +5,185 New
GCA
1270
Gradient Capital Advisors
California
$219K +$205K +5,197 New
SFS
1271
Summit Financial Strategies
Ohio
$218K +$204K +5,175 New
YDMI
1272
Y.D. More Investments
Israel
$218K +$27.3K +691 +15%
WAG
1273
Winthrop Advisory Group
Massachusetts
$217K +$204K +5,159 New
ACM
1274
AUA Capital Management
Pennsylvania
$217K +$203K +5,154 New
DWM
1275
Destination Wealth Management
California
$217K +$203K +5,149 New

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.