We are live on ! Find out more
XLF icon

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
PGAM
1276
Princeton Global Asset Management
New Jersey
$111K +$69 +2 +0.1%
BC
1277
Barrett & Company
Rhode Island
$105K
OSNBOA
1278
Old Second National Bank of Aurora
Illinois
$103K +$20.8K +601 +28%
DF
1279
Dunhill Financial
United Kingdom
$102K +$93.5K +2,700 New
DFA
1280
DHJJ Financial Advisors
Illinois
$101K -$14.9K -431 -14%
HFM
1281
Hartford Financial Management
Connecticut
$97.8K
Kayne Anderson Rudnick Investment Management
1282
Kayne Anderson Rudnick Investment Management
California
$96.3K
NFA
1283
Northwest Financial Advisors
Virginia
$95.2K +$87.7K +2,532 New
OCM
1284
Orion Capital Management
California
$94K -$34.6K -1,000 -29%
DJSG
1285
D.J. St. Germain
Massachusetts
$90.7K -$12.9K -372 -13%
PCTC
1286
Perkins Coie Trust Company
Washington
$90.5K
JEST
1287
JTC Employer Solutions Trustee
Jersey
$87K
TSW
1288
Thompson Siegel & Walmsley
Virginia
$86K
HIA
1289
Harbor Investment Advisory
Maryland
$85.2K -$13.8K -399 -15%
CWM
1290
Compass Wealth Management
Connecticut
$80.8K
HDIM
1291
Hanson & Doremus Investment Management
Vermont
$79K
AWM
1292
Angeles Wealth Management
California
$78.9K -$64.5K -1,862 -47%
NRG
1293
Nemes Rush Group
Michigan
$78.8K
MTIC
1294
Missouri Trust & Investment Company
Missouri
$76.9K -$346 -10 -0.5%
ITIM
1295
Indiana Trust & Investment Management
Indiana
$75.9K
GWMIA
1296
Global Wealth Management Investment Advisory
Florida
$75.6K
RFA
1297
Resurgent Financial Advisors
Georgia
$75.2K -$20.8K -601 -23%
IRC
1298
Investors Research Corp
Georgia
$74.8K
LB
1299
Legacy Bridge
Iowa
$74.6K -$3.81K -110 -5%
WA
1300
WestEnd Advisors
North Carolina
$74K +$40.9K +1,180 +150%

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.